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The Analysis of Cincinnati Specialty Underwriters Insurance CO's Holdings & P&L

Currently, Cincinnati Specialty Underwriters Insurance CO holds 46 types of securities in its portfolio with a total value $411.6M. In the most recent quarter, they have increased their positions in OC (+83.7K shares, valued at $9.1M), TMO (+15.8K shares, valued at $7.8M), MCHP (+115.0K shares, valued at $7.4M); decreased their positions in N/A (-207.2K shares, valued at $64.1M), AAPL (-54.9K shares, valued at $13.9M); initiated new positions in OC (+83.7K shares, valued at $9.1M), TMO (+15.8K shares, valued at $7.8M), MCHP (+115.0K shares, valued at $7.4M).

1M P&L

+15.3M+5.44%

3M P&L

+17.6M+6.31%

HY P&L

+24.0M+8.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics83.7M

30.2%

2Software - Infrastructure29.0M

10.5%

3Oil & Gas Midstream21.2M

7.7%

Top Industries by Stock Count

1Specialty Chemicals3 stocks

8.8%

2Banks - Regional3 stocks

8.8%

3Insurance Brokers2 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE ORD253.1K shares-17.83%2026-03-312026-05-11

BROADCOM ORD BROADCOM ORD182.3K shares-53.20%2026-03-312026-05-11

ENB ENBRIDGE ORD443.7K shares0.00%2026-03-312026-05-11

MSFT MICROSOFT ORD60.0K shares0.00%2026-03-312026-05-11

JPM JPMORGAN CHASE ORD46.5K shares0.00%2026-03-312026-05-11

ADI ANALOG DEVICES ORD37.3K shares0.00%2026-03-312026-05-11

WEC ENERGY GROUP ORD WEC ENERGY GROUP ORD95.0K shares0.00%2026-03-312026-05-11

VLO VALERO ENERGY ORD44.1K shares0.00%2026-03-312026-05-11

Sponsored

HD HOME DEPOT ORD32.0K shares0.00%2026-03-312026-05-11

CSCO CISCO SYSTEMS ORD129.5K shares44.69%2026-03-312026-05-11

ABBV ABBVIE ORD45.2K shares66.18%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING ORD47.0K shares0.00%2026-03-312026-05-11

OC OWENS CORNIING ORD83.7K sharesnew addition2026-03-312026-05-11

RPM RPM ORD80.0K shares0.00%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC ORD15.8K sharesnew addition2026-03-312026-05-11

AJG ARTHUR J GALLAGHER ORD35.7K shares323.24%2026-03-312026-05-11

Sponsored

MCHP MICROCHIP TECHNOLOGY ORD115.0K sharesnew addition2026-03-312026-05-11

UNH UNITEDHEALTH GRP ORD26.0K sharesnew addition2026-03-312026-05-11

PLD PROLOGIS REIT47.3K shares294.38%2026-03-312026-05-11

MMC MARSH ORD35.8K shares176.09%2026-03-312026-05-11

MDLZ MONDELEZ INTERNATIONAL CL A ORD104.7K shares90.36%2026-03-312026-05-11

LAM RESEARCH ORD LAM RESEARCH ORD27.8K sharesnew addition2026-03-312026-05-11

TJX TJX ORD37.0K shares0.00%2026-03-312026-05-11

MMM 3M ORD40.1K shares0.00%2026-03-312026-05-11

Sponsored

PG PROCTER & GAMBLE ORD37.7K sharesnew addition2026-03-312026-05-11

PM PHILIP MORRIS INTERNATIONAL ORD32.6K sharesnew addition2026-03-312026-05-11

AMT AMERICAN TOWER REIT30.0K shares0.00%2026-03-312026-05-11

RTX RTX ORD26.0K shares0.00%2026-03-312026-05-11

ACCENTURE CL A ORD ACCENTURE CL A ORD25.0K shares0.00%2026-03-312026-05-11

ARES ARES MANAGEMENT CL A ORD45.3K sharesnew addition2026-03-312026-05-11

SNA SNAP ON ORD13.5K shares0.00%2026-03-312026-05-11

NEE NEXTERA ENERGY ORD50.0K shares0.00%2026-03-312026-05-11

Sponsored

SOUTHSTATE BANK ORD SOUTHSTATE BANK ORD50.0K sharesnew addition2026-03-312026-05-11

USB US BANCORP ORD78.5K shares0.00%2026-03-312026-05-11

RF REGIONS FINANCIAL ORD153.0K shares72.46%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS ORD13.0K shares0.00%2026-03-312026-05-11

MCD MCDONALD'S ORD11.5K shares0.00%2026-03-312026-05-11

HAS HASBRO ORD30.0K shares0.00%2026-03-312026-05-11

ABT ABBOTT LABORATORIES ORD27.2K shares0.00%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS ORD30.0K shares0.00%2026-03-312026-05-11

Sponsored

CMCSA COMCAST CL A ORD50.0K shares0.00%2026-03-312026-05-11

ADC AGREE REALTY REIT ORD16.5K shares0.00%2026-03-312026-05-11

PEP PEPSICO ORD7.0K shares0.00%2026-03-312026-05-11

LYB LYONDELLBASELL INDUSTRIES CL A ORD12.3K shares0.00%2026-03-312026-05-11

PNW PINNACLE WEST ORD9.7K shares0.00%2026-03-312026-05-11

WAL WESTERN ALLIANCE ORD11.9K shares0.00%2026-03-312026-05-11

AAPL

APPLE ORD

-17.83%

Shares253.1K

Event2026-03-31

Filed2026-05-11

BROADCOM ORD

-53.20%

Shares182.3K

Event2026-03-31

Filed2026-05-11

ENB

ENBRIDGE ORD

0.00%

Shares443.7K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT ORD

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE ORD

0.00%

Shares46.5K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES ORD

0.00%

Shares37.3K

Event2026-03-31

Filed2026-05-11

WEC ENERGY GROUP ORD

0.00%

Shares95.0K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY ORD

0.00%

Shares44.1K

Event2026-03-31

Filed2026-05-11

HOME DEPOT ORD

0.00%

Shares32.0K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYSTEMS ORD

44.69%

Shares129.5K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE ORD

66.18%

Shares45.2K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING ORD

0.00%

Shares47.0K

Event2026-03-31

Filed2026-05-11

OWENS CORNIING ORD

New

Shares83.7K

Event2026-03-31

Filed2026-05-11

RPM

RPM ORD

0.00%

Shares80.0K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC ORD

New

Shares15.8K

Event2026-03-31

Filed2026-05-11

AJG

ARTHUR J GALLAGHER ORD

323.24%

Shares35.7K

Event2026-03-31

Filed2026-05-11

MCHP

MICROCHIP TECHNOLOGY ORD

New

Shares115.0K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GRP ORD

New

Shares26.0K

Event2026-03-31

Filed2026-05-11

PLD

PROLOGIS REIT

294.38%

Shares47.3K

Event2026-03-31

Filed2026-05-11

MMC

MARSH ORD

176.09%

Shares35.8K

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTERNATIONAL CL A ORD

90.36%

Shares104.7K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH ORD

New

Shares27.8K

Event2026-03-31

Filed2026-05-11

TJX

TJX ORD

0.00%

Shares37.0K

Event2026-03-31

Filed2026-05-11

MMM

3M ORD

0.00%

Shares40.1K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE ORD

New

Shares37.7K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTERNATIONAL ORD

New

Shares32.6K

Event2026-03-31

Filed2026-05-11

AMT

AMERICAN TOWER REIT

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-11

RTX

RTX ORD

0.00%

Shares26.0K

Event2026-03-31

Filed2026-05-11

ACCENTURE CL A ORD

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-11

ARES

ARES MANAGEMENT CL A ORD

New

Shares45.3K

Event2026-03-31

Filed2026-05-11

SNA

SNAP ON ORD

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY ORD

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-11

SOUTHSTATE BANK ORD

New

Shares50.0K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP ORD

0.00%

Shares78.5K

Event2026-03-31

Filed2026-05-11

REGIONS FINANCIAL ORD

72.46%

Shares153.0K

Event2026-03-31

Filed2026-05-11

APD

AIR PRODUCTS AND CHEMICALS ORD

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALD'S ORD

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-11

HAS

HASBRO ORD

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES ORD

0.00%

Shares27.2K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS ORD

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-11

CMCSA

COMCAST CL A ORD

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-11

ADC

AGREE REALTY REIT ORD

0.00%

Shares16.5K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO ORD

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-11

LYB

LYONDELLBASELL INDUSTRIES CL A ORD

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-11

PNW

PINNACLE WEST ORD

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-11

WAL

WESTERN ALLIANCE ORD

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available