Cincinnati Specialty Underwriters Insurance CO
CIK 1426763
13F filing for Q2 2026・No. 4,174
- Holdings
- US$448.99M
- Quarter change
- +US$37.34M
- Entries
- 45
- Net bought (estimate)
- −US$14.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 1
- Added 1
- Corporate actions 0
- Unchanged 43
Largest holdings
45 stocks worth US$448.99M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOMMON | Unchanged | 253,080 | US$73.23M | 16.31% |
| AVGOBroadcomCOMMON | Cut | 174,118 | US$65.77M | 14.65% |
| ENBRIDGE ORDCOMMON | Unchanged | 443,664 | US$24.05M | 5.36% |
| MSFTMicrosoftCOMMON | Unchanged | 60,000 | US$22.38M | 4.98% |
| CSCOCISCO SYSTEMS ORDCOMMON | Unchanged | 129,500 | US$15.21M | 3.39% |
| ADIANALOG DEVICES ORDCOMMON | Unchanged | 37,300 | US$14.81M | 3.30% |
| OCOWENS CORNIING ORDCOMMON | Unchanged | 83,700 | US$13.3M | 2.96% |
| LAM RESEARCH ORDCOMMON | Unchanged | 27,830 | US$12.06M | 2.69% |
| VLOVALERO ENERGY ORDCOMMON | Unchanged | 44,133 | US$11.49M | 2.56% |
| ABBVABBVIE ORDCOMMON | Unchanged | 45,200 | US$11.37M | 2.53% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.