13F Insight
DOSSIER · 13F-HR · Q2 2026

Cincinnati Specialty Underwriters Insurance CO

$449M in tracked AUM across 45 positions as of Q2 2026.

CS
CIK 0001426763 · last filed Jun 30, 2026
Total AUM
$449M
as of Q2 2026
Holdings
45
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cincinnati Specialty Underwriters Insurance CO filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE ORD
$73M253K16.3%02
AVGO
BROADCOM ORD
$66M174K14.6%03
ENB
ENBRIDGE ORD
$24M444K5.4%04
MSFT
MICROSOFT ORD
$22M60K5.0%05
CSCO
CISCO SYSTEMS ORD
$15M130K3.4%06
ADI
ANALOG DEVICES ORD
$15M37K3.3%07
OC
OWENS CORNIING ORD
$13M84K3.0%08
US5128073
LAM RESEARCH ORD
$12M28K2.7%09
VLO
VALERO ENERGY ORD
$11M44K2.6%10
ABBV
ABBVIE ORD
$11M45K2.5%

Filing history

2026Q2Jun 30
$449M▲ 9.1%
45 positionsView →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 positionsLocked
Showing 12 of 68