Filed: 11/6/2025ACC: 0001104659-25-107503
📋 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 $427.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$427.93M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
COMMON$427.93M100.0%
Portfolio Concentration
Top 3$238.00M55.6%
4–10$93.30M21.8%
11–25$76.15M17.8%
Rest$20.47M4.8%
Top 3 weight
55.6%
Top 10 weight
77.4%
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$128.50M
30.03%
Sole
0.00
Shared
389.50K
None
0.00
APPLE ORD
OTRShares308K
TypeSH
Market value$78.43M
18.33%
Sole
0.00
Shared
308K
None
0.00
MICROSOFT ORD
OTRShares60K
TypeSH
Market value$31.08M
7.26%
Sole
0.00
Shared
60K
None
0.00
ENBRIDGE ORD
OTRShares443.66K
TypeSH
Market value$22.39M
5.23%
Sole
0.00
Shared
443.66K
None
0.00
JPMORGAN CHASE ORD
OTRShares46.50K
TypeSH
Market value$14.67M
3.43%
Sole
0.00
Shared
46.50K
None
0.00
AUTOMATIC DATA PROCESSING ORD
OTRShares47K
TypeSH
Market value$13.79M
3.22%
Sole
0.00
Shared
47K
None
0.00
HOME DEPOT ORD
OTRShares32K
TypeSH
Market value$12.97M
3.03%
Sole
0.00
Shared
32K
None
0.00
WEC ENERGY GROUP ORD
OTRShares95K
TypeSH
Market value$10.89M
2.54%
Sole
0.00
Shared
95K
None
0.00
RPM ORD
OTRShares80K
TypeSH
Market value$9.43M
2.20%
Sole
0.00
Shared
80K
None
0.00
ANALOG DEVICES ORD
OTRShares37.30K
TypeSH
Market value$9.16M
2.14%
Sole
0.00
Shared
37.30K
None
0.00
VALERO ENERGY ORD
OTRShares44.13K
TypeSH
Market value$7.51M
1.76%
Sole
0.00
Shared
44.13K
None
0.00
ABBVIE ORD
OTRShares27.20K
TypeSH
Market value$6.30M
1.47%
Sole
0.00
Shared
27.20K
None
0.00
3M ORD
OTRShares40.10K
TypeSH
Market value$6.22M
1.45%
Sole
0.00
Shared
40.10K
None
0.00
ACCENTURE CL A ORD
OTRShares25K
TypeSH
Market value$6.17M
1.44%
Sole
0.00
Shared
25K
None
0.00
CISCO SYSTEMS ORD
OTRShares89.50K
TypeSH
Market value$6.12M
1.43%
Sole
0.00
Shared
89.50K
None
0.00
AMERICAN TOWER REIT
OTRShares30K
TypeSH
Market value$5.77M
1.35%
Sole
0.00
Shared
30K
None
0.00
TJX ORD
OTRShares37K
TypeSH
Market value$5.35M
1.25%
Sole
0.00
Shared
37K
None
0.00
CHUBB ORD
OTRShares18.43K
TypeSH
Market value$5.20M
1.22%
Sole
0.00
Shared
18.43K
None
0.00
SNAP ON ORD
OTRShares13.50K
TypeSH
Market value$4.68M
1.09%
Sole
0.00
Shared
13.50K
None
0.00
RTX ORD
OTRShares26K
TypeSH
Market value$4.35M
1.02%
Sole
0.00
Shared
26K
None
0.00
US BANCORP ORD
OTRShares78.50K
TypeSH
Market value$3.79M
0.89%
Sole
0.00
Shared
78.50K
None
0.00
NEXTERA ENERGY ORD
OTRShares50K
TypeSH
Market value$3.77M
0.88%
Sole
0.00
Shared
50K
None
0.00
LAM RESEARCH ORD
OTRShares27.83K
TypeSH
Market value$3.73M
0.87%
Sole
0.00
Shared
27.83K
None
0.00
ABBOTT LABORATORIES ORD
OTRShares27.20K
TypeSH
Market value$3.64M
0.85%
Sole
0.00
Shared
27.20K
None
0.00
AIR PRODUCTS AND CHEMICALS ORD
OTRShares13K
TypeSH
Market value$3.55M
0.83%
Sole
0.00
Shared
13K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM ORDOTR | COMMON | 389.50K | SH | $128.50M 30.03% | 0.00 | 389.50K | 0.00 |
APPLE ORDOTR | COMMON | 308K | SH | $78.43M 18.33% | 0.00 | 308K | 0.00 |
MICROSOFT ORDOTR | COMMON | 60K | SH | $31.08M 7.26% | 0.00 | 60K | 0.00 |
ENBRIDGE ORDOTR | COMMON | 443.66K | SH | $22.39M 5.23% | 0.00 | 443.66K | 0.00 |
JPMORGAN CHASE ORDOTR | COMMON | 46.50K | SH | $14.67M 3.43% | 0.00 | 46.50K | 0.00 |
AUTOMATIC DATA PROCESSING ORDOTR | COMMON | 47K | SH | $13.79M 3.22% | 0.00 | 47K | 0.00 |
HOME DEPOT ORDOTR | COMMON | 32K | SH | $12.97M 3.03% | 0.00 | 32K | 0.00 |
WEC ENERGY GROUP ORDOTR | COMMON | 95K | SH | $10.89M 2.54% | 0.00 | 95K | 0.00 |
RPM ORDOTR | COMMON | 80K | SH | $9.43M 2.20% | 0.00 | 80K | 0.00 |
ANALOG DEVICES ORDOTR | COMMON | 37.30K | SH | $9.16M 2.14% | 0.00 | 37.30K | 0.00 |
VALERO ENERGY ORDOTR | COMMON | 44.13K | SH | $7.51M 1.76% | 0.00 | 44.13K | 0.00 |
ABBVIE ORDOTR | COMMON | 27.20K | SH | $6.30M 1.47% | 0.00 | 27.20K | 0.00 |
3M ORDOTR | COMMON | 40.10K | SH | $6.22M 1.45% | 0.00 | 40.10K | 0.00 |
ACCENTURE CL A ORDOTR | COMMON | 25K | SH | $6.17M 1.44% | 0.00 | 25K | 0.00 |
CISCO SYSTEMS ORDOTR | COMMON | 89.50K | SH | $6.12M 1.43% | 0.00 | 89.50K | 0.00 |
AMERICAN TOWER REITOTR | COMMON | 30K | SH | $5.77M 1.35% | 0.00 | 30K | 0.00 |
TJX ORDOTR | COMMON | 37K | SH | $5.35M 1.25% | 0.00 | 37K | 0.00 |
CHUBB ORDOTR | COMMON | 18.43K | SH | $5.20M 1.22% | 0.00 | 18.43K | 0.00 |
SNAP ON ORDOTR | COMMON | 13.50K | SH | $4.68M 1.09% | 0.00 | 13.50K | 0.00 |
RTX ORDOTR | COMMON | 26K | SH | $4.35M 1.02% | 0.00 | 26K | 0.00 |
US BANCORP ORDOTR | COMMON | 78.50K | SH | $3.79M 0.89% | 0.00 | 78.50K | 0.00 |
NEXTERA ENERGY ORDOTR | COMMON | 50K | SH | $3.77M 0.88% | 0.00 | 50K | 0.00 |
LAM RESEARCH ORDOTR | COMMON | 27.83K | SH | $3.73M 0.87% | 0.00 | 27.83K | 0.00 |
ABBOTT LABORATORIES ORDOTR | COMMON | 27.20K | SH | $3.64M 0.85% | 0.00 | 27.20K | 0.00 |
AIR PRODUCTS AND CHEMICALS ORDOTR | COMMON | 13K | SH | $3.55M 0.83% | 0.00 | 13K | 0.00 |
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