13F Insight
DOSSIER · 13F-HR · Q1 2026

Cincinnati Specialty Underwriters Insurance CO

$412M in tracked AUM across 46 positions as of Q1 2026.

CS
CIK 0001426763 · last filed Mar 31, 2026
Total AUM
$412M
as of Q1 2026
Holdings
46
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cincinnati Specialty Underwriters Insurance CO filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE ORD
$64M253K15.6%02
AVGO
BROADCOM ORD
$56M182K13.7%03
ENB
ENBRIDGE ORD
$24M444K5.8%04
MSFT
MICROSOFT ORD
$22M60K5.4%05
JPM
JPMORGAN CHASE ORD
$14M47K3.3%06
ADI
ANALOG DEVICES ORD
$12M37K2.9%07
WEC
WEC ENERGY GROUP ORD
$11M95K2.7%08
VLO
VALERO ENERGY ORD
$11M44K2.6%09
HD
HOME DEPOT ORD
$11M32K2.6%10
CSCO
CISCO SYSTEMS ORD
$10M130K2.4%

Filing history

2026Q1Mar 31
$412M▼ 5.0%
46 positionsView →2025Q4Dec 31
$433M▲ 1.3%
38 positionsView →2025Q3Sep 30
$428M▲ 12.5%
37 positionsView →2025Q2Jun 30
$381M▲ 14.4%
37 positionsLocked2025Q1Mar 31
$333M▼ 8.5%
37 positionsLocked2024Q4Dec 31
$364M▲ 6.9%
37 positionsLocked2024Q3Sep 30
$340M▲ 2.2%
39 positionsLocked2024Q2Jun 30
$333M▲ 4.7%
41 positionsLocked2024Q1Mar 31
$318M▲ 5.4%
40 positionsLocked2023Q4Dec 31
$302M▲ 15.1%
38 positionsLocked2023Q3Sep 30
$262M▼ 4.1%
38 positionsLocked2023Q2Jun 30
$273M▲ 9.0%
38 positionsLocked
Showing 12 of 67