Cincinnati Specialty Underwriters Insurance CO
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Cincinnati Specialty Underwriters Insurance CO reported 37 stock positions worth $380.5 million. Its top holding was Broadcom (AVGO) at 28.2% of the portfolio, followed by Apple (AAPL, 16.6%) and Microsoft (MSFT, 7.8%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- FAIRFIELD, OH
- CIK
- 0001426763
- Portfolio Value
- $380.5M (Q2 2025)
- SEC Filing
- 0001104659-25-075051 ↗ filed Aug 7, 2025
Holdings Value
Holdings 37 stocks · $380.5M
| AVGO Broadcom Inc. | 28.21% | 389,500 | $107.4M | No change |
| AAPL Apple Inc. | 16.61% | 308,000 | $63.2M | No change |
| MSFT Microsoft Corp. | 7.84% | 60,000 | $29.8M | No change |
| ENB Enbridge Inc. | 5.28% | 443,664 | $20.1M | No change |
| ADP Automatic Data Processing | 3.81% | 47,000 | $14.5M | No change |
| JPM JPMorgan Chase & Co. | 3.54% | 46,500 | $13.5M | No change |
| HD Home Depot Inc. | 3.08% | 32,000 | $11.7M | No change |
| WEC WEC Energy Group Inc. | 2.60% | 95,000 | $9.9M | No change |
| ADI Analog Devices Inc. | 2.33% | 37,300 | $8.9M | No change |
| RPM RPM International Inc. | 2.31% | 80,000 | $8.8M | No change |
| ACN Accenture PLC Class A | 1.96% | 25,000 | $7.5M | No change |
| AMT American Tower Corp. | 1.74% | 30,000 | $6.6M | No change |
| CSCO Cisco Systems Inc. | 1.63% | 89,500 | $6.2M | No change |
| MMM 3M Co. | 1.60% | 40,100 | $6.1M | No change |
| VLO Valero Energy Corp. | 1.56% | 44,133 | $5.9M | No change |
| CB Chubb Ltd. | 1.40% | 18,426 | $5.3M | No change |
| ABBV Abbvie Inc. | 1.33% | 27,200 | $5.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.20% | 37,000 | $4.6M | No change |
| SNA Snap-on Inc. | 1.10% | 13,500 | $4.2M | No change |
| RTX RTX Corp. | 1.00% | 26,000 | $3.8M | No change |
| MDLZ Mondelez International Inc. Class A | 0.97% | 55,000 | $3.7M | No change |
| ABT Abbott Laboratories | 0.97% | 27,200 | $3.7M | No change |
| APD Air Products & Chemicals Inc. | 0.96% | 13,000 | $3.7M | No change |
| USB US Bancorp | 0.93% | 78,500 | $3.6M | No change |
| NEE Nextera Energy Inc. | 0.91% | 50,000 | $3.5M | No change |
| MCD McDonald's Corp. | 0.88% | 11,500 | $3.4M | No change |
| LAM RESEARCH ORD | 0.71% | 27,830 | $2.7M | No change |
| HAS Hasbro Inc. | 0.58% | 30,000 | $2.2M | No change |
| RF Regions Financial Corp. | 0.55% | 88,733 | $2.1M | No change |
| CMCSA Comcast Corp. Class A | 0.47% | 50,000 | $1.8M | No change |
| VZ Verizon Communications Inc. | 0.34% | 30,000 | $1.3M | No change |
| PLD Prologis Inc. | 0.33% | 12,000 | $1.3M | No change |
| ADC Agree Realty Corp. | 0.32% | 16,500 | $1.2M | No change |
| WAL Western Alliance Bancorp | 0.24% | 11,895 | $928K | No change |
| PEP Pepsico Inc. | 0.24% | 7,000 | $924K | No change |
| PNW Pinnacle West Capital | 0.23% | 9,720 | $870K | No change |
| LYB Lyondellbasell Indu Class A | 0.19% | 12,333 | $714K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $449.0M | AAPL, AVGO, ENB, MSFT, CSCO |
| Q1 2026 | 46 | $411.6M | AAPL, AVGO, ENB, MSFT, JPM |
| Q4 2025 | 38 | $433.5M | AVGO, AAPL, MSFT, ENB, JPM |
| Q3 2025 | 37 | $427.9M | AVGO, AAPL, MSFT, ENB, JPM |
| Q2 2025 | 37 | $380.5M | AVGO, AAPL, MSFT, ENB, ADP |
| Q1 2025 | 37 | $332.8M | AAPL, AVGO, MSFT, ENB, ADP |
| Q4 2024 | 37 | $363.7M | AVGO, AAPL, MSFT, ENB, ADP |
| Q3 2024 | 39 | $340.0M | AAPL, AVGO, MSFT, ENB, ADP |
| Q2 2024 | 41 | $332.9M | AAPL, AVGO, MSFT, JPM, ENB |
| Q1 2024 | 40 | $318.0M | AAPL, AVGO, MSFT, JPM, ENB |