Cincinnati Specialty Underwriters Insurance
Cincinnati Specialty Underwriters Insurance reported 45 stocks worth $449M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AAPL (16.3%), AVGO (14.7%) and ENB (5.4%). Compared with Q1 2026, the fund added to ABT, trimmed AVGO and sold out of JPM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $73.2M | 16.3% | 253K | No change | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $65.8M | 14.7% | 174K | −8,150 (−4%) | 8 of 8 | |
| 3 |  ENB Enbridge Inc F | $24.1M | 5.4% | 444K | No change | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $22.4M | 5.0% | 60K | No change | 8 of 8 | |
| 5 |  CSCO Cisco Sys Inc | $15.2M | 3.4% | 130K | No change | 8 of 8 | |
| 6 |  ADI Analog Devices Inc | $14.8M | 3.3% | 37K | No change | 8 of 8 | |
| 7 |  OC Owens Corning New | $13.3M | 3.0% | 84K | No change | 2 of 8 | |
| 8 |  LRCX Lam Research Ord | $12.1M | 2.7% | 28K | No change | 4 of 8 | |
| 9 |  VLO Valero Energy Corp | $11.5M | 2.6% | 44K | No change | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $11.4M | 2.5% | 45K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JPM Jpmorgan Chase & Co. | $13.7M | 47K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cincinnati Specialty Underwriters Insurance 13F FAQ
What does Cincinnati Specialty Underwriters Insurance own?
Cincinnati Specialty Underwriters Insurance reported 45 stocks worth $449M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AAPL (16.3%), AVGO (14.7%) and ENB (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Cincinnati Specialty Underwriters Insurance buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 1 added to, 1 trimmed and 1 sold out. It sold all of JPM.
When will Cincinnati Specialty Underwriters Insurance file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cincinnati Specialty Underwriters Insurance's portfolio worth?
The Q2 2026 filing reports $449M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.