Cincinnati Specialty Underwriters Insurance CO

CIK 0001426763 · FAIRFIELD, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Cincinnati Specialty Underwriters Insurance CO reported 45 positions worth $449.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: AAPL (16.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$449.0M
2026 Q2
Positions
45
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.7%
Est. Net Flow (Q)
2026 Q2
10 / 45 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE ORDSH$73.2M16.31%253,080
2AVGOBROADCOM ORDSH$65.8M14.65%174,118
3ENBENBRIDGE ORDSH$24.1M5.36%443,664
4MSFTMICROSOFT ORDSH$22.4M4.99%60,000
5CSCOCISCO SYSTEMS ORDSH$15.2M3.39%129,500
6ADIANALOG DEVICES ORDSH$14.8M3.30%37,300
7OCOWENS CORNIING ORDSH$13.3M2.96%83,700
8US5128073LAM RESEARCH ORDSH$12.1M2.69%27,830
9VLOVALERO ENERGY ORDSH$11.5M2.56%44,133
10ABBVABBVIE ORDSH$11.4M2.53%45,200

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cincinnati Specialty Underwriters Insurance CO hold as of Q2 2026?

Cincinnati Specialty Underwriters Insurance CO reported 45 positions worth $449.0M in its Q2 2026 13F filing. Largest positions: AAPL (16.3%), AVGO (14.6%), ENB (5.4%), MSFT (5.0%) and CSCO (3.4%).

What did Cincinnati Specialty Underwriters Insurance CO buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cincinnati Specialty Underwriters Insurance CO sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.