Arkolith/Funds/Cincinnati Insurance Co

Cincinnati Insurance Co

CIK 1279885Insurance
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

Cincinnati Insurance Co holds a diversified book of 63 stocks worth $6.6B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Lam Research Ord and trimmed Cummins Inc. Their largest long position is JPMorgan Chase & Co at 7% of the equity book.

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Use Arkolith to show CINCINNATI INSURANCE CO's latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
5
existing
Trimmed
2
reduced
Sold out
1
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
45%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

93% mapped to company sectors

Information Technology
16%
Financials
15%
Industrials
15%
Health Care
12%
Consumer Discretionary
8%
Materials
7%
ETF / fund or unclassified
7%
Energy
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

63 positions
#SecurityValueShares% PortLast moveHistory
1JPMorgan Chase Ord
COMMON
$444.8M1.51M
6.7%
—Held
2Microsoft Ord
COMMON
$438.3M1.18M
6.6%
—Held
3Lam Research Ord
COMMON
$434.7M2.03M
6.6%
▲New
New position
4Cummins Ord
COMMON
$312.6M581.1K
4.7%
▼−4.2%
Reduced · −25K sh
5Abbvie Ord
COMMON
$305.6M1.41M
4.6%
—Held
6Johnson & Johnson Ord
COMMON
$260.6M1.07M
3.9%
—Held
7RTX Ord
COMMON
$216.4M1.12M
3.3%
—Held
8Exxon Mobil Ord
COMMON
$198.9M1.17M
3.0%
—Held
9Pepsico Ord
COMMON
$192.6M1.24M
2.9%
—Held
10Analog Devices Ord
COMMON
$179.6M564.6K
2.7%
—Held
11TJX Ord
COMMON
$153.8M963.0K
2.3%
—Held
12Procter & Gamble Ord
COMMON
$148.4M1.03M
2.2%
—Held
13Air Products And Chemicals Ord
COMMON
$136.3M469.2K
2.1%
—Held
14Chevron Ord
COMMON
$131.6M636.0K
2.0%
—Held
15Accenture CL A Ord
COMMON
$122.1M615.8K
1.8%
—Held
16McDonald's Ord
COMMON
$120.9M389.0K
1.8%
—Held
17Abbott Laboratories Ord
COMMON
$118.8M1.16M
1.8%
—Held
18US Bancorp Ord
COMMON
$114.4M2.20M
1.7%
—Held
19Wec Energy Group Ord
COMMON
$113.3M978.3K
1.7%
—Held
20BlackRock Ord
COMMON
$111.4M115.8K
1.7%
—Held
21Apple Ord
COMMON
$106.6M420.0K
1.6%
—Held
22Broadcom Ord
COMMON
$106.0M342.5K
1.6%
—Held
23Duke Energy Ord
COMMON
$104.1M794.8K
1.6%
—Held
24Cisco Systems Ord
COMMON
$103.5M1.33M
1.6%
—Held
25RPM Ord
COMMON
$102.7M1.03M
1.6%
—Held
26Hasbro Ord
COMMON
$98.0M1.05M
1.5%
—Held
27Regions Financial Ord
COMMON
$92.6M3.55M
1.4%
—Held
28Enbridge Ord
COMMON
$89.2M1.65M
1.3%
—Held
29Valero Energy Ord
COMMON
$88.1M356.5K
1.3%
—Held
30Dover Ord
COMMON
$76.9M368.8K
1.2%
—Held
313M Ord
COMMON
$75.8M521.7K
1.1%
—Held
32Home Depot Ord
COMMON
$74.5M226.4K
1.1%
—Held
33Lyondellbasell Industries CL A Ord
COMMON
$71.3M885.7K
1.1%
—Held
34Mondelez International CL A Ord
COMMON
$66.8M1.16M
1.0%
—Held
35Norfolk Southern Ord
COMMON
$62.3M217.0K
0.9%
▼−18%
Reduced · −47K sh
36Unitedhealth Grp Ord
COMMON
$59.6M220.1K
0.9%
—Held
37Agree Realty REIT Ord
COMMON
$59.5M789.5K
0.9%
—Held
38Honeywell International Ord
COMMON
$55.4M245.0K
0.8%
—Held
39Qualcomm Ord
COMMON
$55.1M427.5K
0.8%
—Held
40Arthur J Gallagher Ord
COMMON
$53.3M246.3K
0.8%
▲+34%
Added · +63K sh
41Thermo Fisher Scientific Ord
COMMON
$52.2M106.2K
0.8%
▲New
New position
42Dollar General Ord
COMMON
$51.8M436.6K
0.8%
—Held
43Western Alliance Ord
COMMON
$51.4M725.0K
0.8%
—Held
44Marsh Ord
COMMON
$47.8M275.8K
0.7%
—Held
45Microchip Technology Ord
COMMON
$46.3M717.1K
0.7%
▲+16%
Added · +99K sh
46Comcast CL A Ord
COMMON
$46.0M1.60M
0.7%
▲+55%
Added · +566K sh
47NextEra Energy Ord
COMMON
$45.6M491.0K
0.7%
—Held
48Snap On Ord
COMMON
$45.0M123.9K
0.7%
—Held
49Ares Management CL A Ord
COMMON
$40.4M370.7K
0.6%
▲+518%
Added · +311K sh
50Philip Morris International Ord
COMMON
$40.1M242.4K
0.6%
—Held
Showing 50 of 63 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 202663$6.6B13F-HR
Q4 2025Dec 31, 2025Feb 12, 202661$6.5B13F-HR
Q3 2025Sep 30, 2025Nov 6, 202562$6.5B13F-HR
Q2 2025Jun 30, 2025Aug 7, 202560$5.9B13F-HR
Q1 2025Mar 31, 2025May 8, 202560$5.7B13F-HR
Q4 2024Dec 31, 2024Feb 12, 202560$5.7B13F-HR
Q3 2024Sep 30, 2024Nov 7, 202462$6.0B13F-HR
Q2 2024Jun 30, 2024Aug 8, 202463$6.1B13F-HR
Q1 2024Mar 31, 2024May 3, 202462$6.1B13F-HR
Q4 2023Dec 31, 2023Feb 8, 202461$5.6B13F-HR
Q3 2023Sep 30, 2023Nov 3, 202360$5.1B13F-HR
Q2 2023Jun 30, 2023Aug 8, 202360$5.3B13F-HR
Q1 2023Mar 31, 2023May 5, 202357$5.0B13F-HR
Q4 2022Dec 31, 2022Feb 9, 202356$5.0B13F-HR
Q3 2022Sep 30, 2022Nov 8, 202257$4.4B13F-HR
Q2 2022Jun 30, 2022Aug 5, 202280$4.7B13F-HR
Q1 2022Mar 31, 2022May 12, 202278$5.2B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202275$5.5B13F-HR
Q3 2021Sep 30, 2021Nov 5, 202177$4.9B13F-HR
Q2 2021Jun 30, 2021Aug 6, 202176$4.9B13F-HR
Q1 2021Mar 31, 2021May 6, 202178$4.7B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202179$4.4B13F-HR
Q3 2020Sep 30, 2020Nov 6, 202081$3.9B13F-HR
Q2 2020Jun 30, 2020Aug 6, 202080$3.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.