Filed: 8/7/2025ACC: 0001104659-25-075051
📋 What this filing means
CINCINNATI SPECIALTY UNDERWRITERS INSURANCE CO filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $380.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$380.54M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
COMMON$380.54M100.0%
Portfolio Concentration
Top 3$200.40M52.7%
4–10$87.38M23.0%
11–25$73.40M19.3%
Rest$19.36M5.1%
Top 3 weight
52.7%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
2.42M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other37
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings37
Rows:
BROADCOM ORD
OTRShares389.50K
TypeSH
Market value$107.37M
28.21%
Sole
0.00
Shared
389.50K
None
0.00
APPLE ORD
OTRShares308K
TypeSH
Market value$63.19M
16.61%
Sole
0.00
Shared
308K
None
0.00
MICROSOFT ORD
OTRShares60K
TypeSH
Market value$29.84M
7.84%
Sole
0.00
Shared
60K
None
0.00
ENBRIDGE ORD
OTRShares443.66K
TypeSH
Market value$20.11M
5.28%
Sole
0.00
Shared
443.66K
None
0.00
AUTOMATIC DATA PROCESSING ORD
OTRShares47K
TypeSH
Market value$14.49M
3.81%
Sole
0.00
Shared
47K
None
0.00
JPMORGAN CHASE ORD
OTRShares46.50K
TypeSH
Market value$13.48M
3.54%
Sole
0.00
Shared
46.50K
None
0.00
HOME DEPOT ORD
OTRShares32K
TypeSH
Market value$11.73M
3.08%
Sole
0.00
Shared
32K
None
0.00
WEC ENERGY GROUP ORD
OTRShares95K
TypeSH
Market value$9.90M
2.60%
Sole
0.00
Shared
95K
None
0.00
ANALOG DEVICES ORD
OTRShares37.30K
TypeSH
Market value$8.88M
2.33%
Sole
0.00
Shared
37.30K
None
0.00
RPM ORD
OTRShares80K
TypeSH
Market value$8.79M
2.31%
Sole
0.00
Shared
80K
None
0.00
ACCENTURE CL A ORD
OTRShares25K
TypeSH
Market value$7.47M
1.96%
Sole
0.00
Shared
25K
None
0.00
AMERICAN TOWER REIT
OTRShares30K
TypeSH
Market value$6.63M
1.74%
Sole
0.00
Shared
30K
None
0.00
CISCO SYSTEMS ORD
OTRShares89.50K
TypeSH
Market value$6.21M
1.63%
Sole
0.00
Shared
89.50K
None
0.00
3M ORD
OTRShares40.10K
TypeSH
Market value$6.10M
1.60%
Sole
0.00
Shared
40.10K
None
0.00
VALERO ENERGY ORD
OTRShares44.13K
TypeSH
Market value$5.93M
1.56%
Sole
0.00
Shared
44.13K
None
0.00
CHUBB ORD
OTRShares18.43K
TypeSH
Market value$5.34M
1.40%
Sole
0.00
Shared
18.43K
None
0.00
ABBVIE ORD
OTRShares27.20K
TypeSH
Market value$5.05M
1.33%
Sole
0.00
Shared
27.20K
None
0.00
TJX ORD
OTRShares37K
TypeSH
Market value$4.57M
1.20%
Sole
0.00
Shared
37K
None
0.00
SNAP ON ORD
OTRShares13.50K
TypeSH
Market value$4.20M
1.10%
Sole
0.00
Shared
13.50K
None
0.00
RTX ORD
OTRShares26K
TypeSH
Market value$3.80M
1.00%
Sole
0.00
Shared
26K
None
0.00
MONDELEZ INTERNATIONAL CL A ORD
OTRShares55K
TypeSH
Market value$3.71M
0.97%
Sole
0.00
Shared
55K
None
0.00
ABBOTT LABORATORIES ORD
OTRShares27.20K
TypeSH
Market value$3.70M
0.97%
Sole
0.00
Shared
27.20K
None
0.00
AIR PRODUCTS AND CHEMICALS ORD
OTRShares13K
TypeSH
Market value$3.67M
0.96%
Sole
0.00
Shared
13K
None
0.00
US BANCORP ORD
OTRShares78.50K
TypeSH
Market value$3.55M
0.93%
Sole
0.00
Shared
78.50K
None
0.00
NEXTERA ENERGY ORD
OTRShares50K
TypeSH
Market value$3.47M
0.91%
Sole
0.00
Shared
50K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM ORDOTR | COMMON | 389.50K | SH | $107.37M 28.21% | 0.00 | 389.50K | 0.00 |
APPLE ORDOTR | COMMON | 308K | SH | $63.19M 16.61% | 0.00 | 308K | 0.00 |
MICROSOFT ORDOTR | COMMON | 60K | SH | $29.84M 7.84% | 0.00 | 60K | 0.00 |
ENBRIDGE ORDOTR | COMMON | 443.66K | SH | $20.11M 5.28% | 0.00 | 443.66K | 0.00 |
AUTOMATIC DATA PROCESSING ORDOTR | COMMON | 47K | SH | $14.49M 3.81% | 0.00 | 47K | 0.00 |
JPMORGAN CHASE ORDOTR | COMMON | 46.50K | SH | $13.48M 3.54% | 0.00 | 46.50K | 0.00 |
HOME DEPOT ORDOTR | COMMON | 32K | SH | $11.73M 3.08% | 0.00 | 32K | 0.00 |
WEC ENERGY GROUP ORDOTR | COMMON | 95K | SH | $9.90M 2.60% | 0.00 | 95K | 0.00 |
ANALOG DEVICES ORDOTR | COMMON | 37.30K | SH | $8.88M 2.33% | 0.00 | 37.30K | 0.00 |
RPM ORDOTR | COMMON | 80K | SH | $8.79M 2.31% | 0.00 | 80K | 0.00 |
ACCENTURE CL A ORDOTR | COMMON | 25K | SH | $7.47M 1.96% | 0.00 | 25K | 0.00 |
AMERICAN TOWER REITOTR | COMMON | 30K | SH | $6.63M 1.74% | 0.00 | 30K | 0.00 |
CISCO SYSTEMS ORDOTR | COMMON | 89.50K | SH | $6.21M 1.63% | 0.00 | 89.50K | 0.00 |
3M ORDOTR | COMMON | 40.10K | SH | $6.10M 1.60% | 0.00 | 40.10K | 0.00 |
VALERO ENERGY ORDOTR | COMMON | 44.13K | SH | $5.93M 1.56% | 0.00 | 44.13K | 0.00 |
CHUBB ORDOTR | COMMON | 18.43K | SH | $5.34M 1.40% | 0.00 | 18.43K | 0.00 |
ABBVIE ORDOTR | COMMON | 27.20K | SH | $5.05M 1.33% | 0.00 | 27.20K | 0.00 |
TJX ORDOTR | COMMON | 37K | SH | $4.57M 1.20% | 0.00 | 37K | 0.00 |
SNAP ON ORDOTR | COMMON | 13.50K | SH | $4.20M 1.10% | 0.00 | 13.50K | 0.00 |
RTX ORDOTR | COMMON | 26K | SH | $3.80M 1.00% | 0.00 | 26K | 0.00 |
MONDELEZ INTERNATIONAL CL A ORDOTR | COMMON | 55K | SH | $3.71M 0.97% | 0.00 | 55K | 0.00 |
ABBOTT LABORATORIES ORDOTR | COMMON | 27.20K | SH | $3.70M 0.97% | 0.00 | 27.20K | 0.00 |
AIR PRODUCTS AND CHEMICALS ORDOTR | COMMON | 13K | SH | $3.67M 0.96% | 0.00 | 13K | 0.00 |
US BANCORP ORDOTR | COMMON | 78.50K | SH | $3.55M 0.93% | 0.00 | 78.50K | 0.00 |
NEXTERA ENERGY ORDOTR | COMMON | 50K | SH | $3.47M 0.91% | 0.00 | 50K | 0.00 |
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