CINCINNATI INSURANCE CO

Est. AUM

$6.62B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMORGAN CHASE ORD	COMMON	$444.8M	1512189	6.72%	OTR
2	MICROSOFT ORD	COMMON	$438.3M	1183997	6.62%	OTR
3	LAM RESEARCH ORD	COMMON	$434.7M	2034770	6.57%	OTR
4	CUMMINS ORD	COMMON	$312.6M	581100	4.72%	OTR
5	ABBVIE ORD	COMMON	$305.6M	1405200	4.62%	OTR
6	JOHNSON & JOHNSON ORD	COMMON	$260.6M	1066000	3.94%	OTR
7	RTX ORD	COMMON	$216.4M	1121916	3.27%	OTR
8	EXXON MOBIL ORD	COMMON	$198.9M	1172200	3.01%	OTR
9	PEPSICO ORD	COMMON	$192.6M	1240500	2.91%	OTR
10	ANALOG DEVICES ORD	COMMON	$179.6M	564614	2.71%	OTR
11	TJX ORD	COMMON	$153.8M	963000	2.32%	OTR
12	PROCTER & GAMBLE ORD	COMMON	$148.4M	1027504	2.24%	OTR
13	AIR PRODUCTS AND CHEMICALS ORD	COMMON	$136.3M	469232	2.06%	OTR
14	CHEVRON ORD	COMMON	$131.6M	635961	1.99%	OTR
15	ACCENTURE CL A ORD	COMMON	$122.1M	615765	1.85%	OTR
16	MCDONALD'S ORD	COMMON	$120.9M	389000	1.83%	OTR
17	ABBOTT LABORATORIES ORD	COMMON	$118.8M	1157200	1.80%	OTR
18	US BANCORP ORD	COMMON	$114.4M	2199500	1.73%	OTR
19	WEC ENERGY GROUP ORD	COMMON	$113.3M	978300	1.71%	OTR
20	BLACKROCK ORD	COMMON	$111.4M	115800	1.68%	OTR
21	APPLE ORD	COMMON	$106.6M	420000	1.61%	OTR
22	BROADCOM ORD	COMMON	$106.0M	342500	1.60%	OTR
23	DUKE ENERGY ORD	COMMON	$104.1M	794816	1.57%	OTR
24	CISCO SYSTEMS ORD	COMMON	$103.5M	1334000	1.56%	OTR
25	RPM ORD	COMMON	$102.7M	1033303	1.55%	OTR
26	HASBRO ORD	COMMON	$98.0M	1046968	1.48%	OTR
27	REGIONS FINANCIAL ORD	COMMON	$92.6M	3545893	1.40%	OTR
28	ENBRIDGE ORD	COMMON	$89.2M	1647025	1.35%	OTR
29	VALERO ENERGY ORD	COMMON	$88.1M	356538	1.33%	OTR
30	DOVER ORD	COMMON	$76.9M	368780	1.16%	OTR
31	3M ORD	COMMON	$75.8M	521700	1.14%	OTR
32	HOME DEPOT ORD	COMMON	$74.5M	226446	1.13%	OTR
33	LYONDELLBASELL INDUSTRIES CL A ORD	COMMON	$71.3M	885666	1.08%	OTR
34	MONDELEZ INTERNATIONAL CL A ORD	COMMON	$66.8M	1159500	1.01%	OTR
35	NORFOLK SOUTHERN ORD	COMMON	$62.3M	217000	0.94%	OTR
36	UNITEDHEALTH GRP ORD	COMMON	$59.6M	220081	0.90%	OTR
37	AGREE REALTY REIT ORD	COMMON	$59.5M	789500	0.90%	OTR
38	HONEYWELL INTERNATIONAL ORD	COMMON	$55.4M	245000	0.84%	OTR
39	QUALCOMM ORD	COMMON	$55.1M	427500	0.83%	OTR
40	ARTHUR J GALLAGHER ORD	COMMON	$53.3M	246282	0.81%	OTR
41	THERMO FISHER SCIENTIFIC ORD	COMMON	$52.2M	106200	0.79%	OTR
42	DOLLAR GENERAL ORD	COMMON	$51.8M	436567	0.78%	OTR
43	WESTERN ALLIANCE ORD	COMMON	$51.4M	725000	0.78%	OTR
44	MARSH ORD	COMMON	$47.8M	275766	0.72%	OTR
45	MICROCHIP TECHNOLOGY ORD	COMMON	$46.3M	717083	0.70%	OTR
46	COMCAST CL A ORD	COMMON	$46.0M	1603000	0.70%	OTR
47	NEXTERA ENERGY ORD	COMMON	$45.6M	491000	0.69%	OTR
48	SNAP ON ORD	COMMON	$45.0M	123900	0.68%	OTR
49	ARES MANAGEMENT CL A ORD	COMMON	$40.4M	370672	0.61%	OTR
50	PHILIP MORRIS INTERNATIONAL ORD	COMMON	$40.1M	242435	0.61%	OTR

1–50 of 63

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.