Cincinnati Specialty Underwriters Insurance CO holds a focused book of 45 reported positions worth $449.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they trimmed Broadcom Inc. Their largest long position is Apple Inc at 16% of the reported non-option book.
Cincinnati Specialty Underwriters Insurance CO files as an insurer: this book is the equity sleeve of its general account.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+4 sectors below the cut, 9% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cincinnati Specialty Underwriters Insurance CO
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Cincinnati Financial Corp | 41 / 45 | $4.1B |
| New World Advisors LLC | 16 / 45 | $439.2M |
| AdviceOne Advisory Services, LLC | 4 / 45 | $120.7M |
| Independent Investors Inc | 11 / 45 | $344.0M |
| Cincinnati Casualty Co | 18 / 45 | $109.6M |
| Harold Davidson & Associates Inc. | 9 / 45 | $115.6M |
| Brookmont Capital Management | 14 / 45 | $93.4M |
| M. Kraus & Co | 21 / 45 | $163.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Cincinnati Specialty Underwriters Insurance CO: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Ord COMMON | $73.2M | 253.1K | 16.3% | —Held | |
| 2 | Broadcom Ord COMMON | $65.8M | 174.1K | 14.6% | ▼−4.5% Reduced · −8K sh | |
| 3 | Enbridge Ord COMMON | $24.1M | 443.7K | 5.4% | —Held | |
| 4 | Microsoft Ord COMMON | $22.4M | 60.0K | 5.0% | —Held | |
| 5 | Cisco Systems Ord COMMON | $15.2M | 129.5K | 3.4% | —Held | |
| 6 | Analog Devices Ord COMMON | $14.8M | 37.3K | 3.3% | —Held | |
| 7 | Owens Corniing Ord COMMON | $13.3M | 83.7K | 3.0% | —Held | |
| 8 | Lam Research Ord COMMON | $12.1M | 27.8K | 2.7% | —Held | |
| 9 | Valero Energy Ord COMMON | $11.5M | 44.1K | 2.6% | —Held | |
| 10 | Abbvie Ord COMMON | $11.4M | 45.2K | 2.5% | —Held | |
| 11 | Home Depot Ord COMMON | $11.3M | 32.0K | 2.5% | —Held | |
| 12 | Wec Energy Group Ord COMMON | $11.1M | 95.0K | 2.5% | —Held | |
| 13 | Unitedhealth Grp Ord COMMON | $10.8M | 26.0K | 2.4% | —Held | |
| 14 | Automatic Data Processing Ord COMMON | $10.5M | 47.0K | 2.3% | —Held | |
| 15 | Microchip Technology Ord COMMON | $10.5M | 115.0K | 2.3% | —Held | |
| 16 | RPM Ord COMMON | $8.9M | 80.0K | 2.0% | —Held | |
| 17 | Arthur J Gallagher Ord COMMON | $8.2M | 35.7K | 1.8% | —Held | |
| 18 | Thermo Fisher Scientific Ord COMMON | $7.9M | 15.8K | 1.8% | —Held | |
| 19 | 3M Ord COMMON | $6.5M | 40.1K | 1.4% | —Held | |
| 20 | Prologis REIT COMMON | $6.4M | 47.3K | 1.4% | —Held | |
| 21 | Mondelez International CL A Ord COMMON | $6.1M | 104.7K | 1.3% | —Held | |
| 22 | Marsh Ord COMMON | $6.0M | 35.8K | 1.3% | —Held | |
| 23 | Philip Morris International Ord COMMON | $5.9M | 32.6K | 1.3% | —Held | |
| 24 | TJX Ord COMMON | $5.6M | 37.0K | 1.2% | —Held | |
| 25 | Procter & Gamble Ord COMMON | $5.5M | 37.7K | 1.2% | —Held | |
| 26 | Snap On Ord COMMON | $5.4M | 13.5K | 1.2% | —Held | |
| 27 | Abbott Laboratories Ord COMMON | $5.2M | 57.2K | 1.2% | ▲+110% Added · +30K sh | |
| 28 | Ares Management CL A Ord COMMON | $5.0M | 45.3K | 1.1% | —Held | |
| 29 | Southstate Bank Ord COMMON | $5.0M | 50.0K | 1.1% | —Held | |
| 30 | RTX Ord COMMON | $4.9M | 26.0K | 1.1% | —Held | |
| 31 | American Tower REIT COMMON | $4.9M | 30.0K | 1.1% | —Held | |
| 32 | US Bancorp Ord COMMON | $4.7M | 78.5K | 1.1% | —Held | |
| 33 | Regions Financial Ord COMMON | $4.6M | 153.0K | 1.0% | —Held | |
| 34 | NextEra Energy Ord COMMON | $4.4M | 50.0K | 1.0% | —Held | |
| 35 | Air Products And Chemicals Ord COMMON | $3.8M | 13.0K | 0.8% | —Held | |
| 36 | Accenture CL A Ord COMMON | $3.1M | 25.0K | 0.7% | —Held | |
| 37 | McDonald's Ord COMMON | $3.1M | 11.5K | 0.7% | —Held | |
| 38 | Hasbro Ord COMMON | $2.5M | 30.0K | 0.6% | —Held | |
| 39 | Verizon Communications Ord COMMON | $1.3M | 30.0K | 0.3% | —Held | |
| 40 | Agree Realty REIT Ord COMMON | $1.2M | 16.5K | 0.3% | —Held | |
| 41 | Comcast CL A Ord COMMON | $1.2M | 50.0K | 0.3% | —Held | |
| 42 | Pinnacle West Ord COMMON | $1.0M | 9.7K | 0.2% | —Held | |
| 43 | Western Alliance Ord COMMON | $978K | 11.9K | 0.2% | —Held | |
| 44 | Pepsico Ord COMMON | $948K | 7.0K | 0.2% | —Held | |
| 45 | Lyondellbasell Industries CL A Ord COMMON | $649K | 12.3K | 0.1% | —Held |
This insurer page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Cincinnati Specialty Underwriters Insurance CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.