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CINCINNATI FINANCIAL CORP

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13F filer, CIK 20286, CINCINNATI, OH

CINCINNATI FINANCIAL CORP reported $4,478,988,217 across 51 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-08. Its ten largest share positions make up 54.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-045932

Period
2025-03-31
Reported value
$4.48B
Holdings
51
Top 10 weight
54.08%
New
1
Sold out
0

Part of the filer group CINCINNATI FINANCIAL CORP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OCnew+88,000$12.6M
MCHPadded+107,500$5.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-22,500-$5M
ACNreduced-7,000-$2.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001104659-25-045932, largest first. % of portfolio is the value over $4,478,988,217, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918,453 shares; 2024Q4: 2,832,016 shares; 2025Q1: 2,809,516 shares 2,809,516$624M13.93%-22,500Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734,060 shares; 2024Q4: 1,724,909 shares; 2025Q1: 1,724,909 shares 1,724,909$289M6.45%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,000 shares; 2024Q4: 1,002,000 shares; 2025Q1: 1,002,000 shares 1,002,000$266M5.93%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,822 shares; 2024Q4: 468,822 shares; 2025Q1: 468,822 shares 468,822$246M5.48%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,250 shares; 2024Q4: 491,150 shares; 2025Q1: 491,150 shares 491,150$184M4.12%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,500 shares; 2024Q4: 837,500 shares; 2025Q1: 837,500 shares 837,500$177M3.96%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101,700 shares; 2024Q4: 1,101,700 shares; 2025Q1: 1,101,700 shares 1,101,700$175M3.9%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546,500 shares; 2024Q4: 2,546,500 shares; 2025Q1: 2,546,500 shares 2,546,500$157M3.51%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,054 shares; 2024Q4: 426,054 shares; 2025Q1: 426,054 shares 426,054$156M3.49%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,600 shares; 2024Q4: 843,600 shares; 2025Q1: 843,600 shares 843,600$148M3.31%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957,500 shares; 2024Q4: 957,500 shares; 2025Q1: 957,500 shares 957,500$147M3.28%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,638 shares; 2024Q4: 447,638 shares; 2025Q1: 447,638 shares 447,638$140M3.12%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,687 shares; 2024Q4: 587,687 shares; 2025Q1: 587,687 shares 587,687$139M3.11%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,800 shares; 2024Q4: 566,800 shares; 2025Q1: 566,800 shares 566,800$119M2.65%0Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,764 shares; 2024Q4: 336,764 shares; 2025Q1: 336,764 shares 336,764$113M2.53%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,902 shares; 2024Q4: 362,902 shares; 2025Q1: 362,902 shares 362,902$110M2.45%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866,500 shares; 2024Q4: 866,500 shares; 2025Q1: 866,500 shares 866,500$106M2.36%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,000 shares; 2024Q4: 345,000 shares; 2025Q1: 338,000 shares 338,000$105M2.35%-7,000Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448,000 shares; 2024Q4: 1,448,000 shares; 2025Q1: 1,448,000 shares 1,448,000$98.2M2.19%0Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,725 shares; 2024Q4: 824,725 shares; 2025Q1: 824,725 shares 824,725$95.4M2.13%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,870 shares; 2024Q4: 445,870 shares; 2025Q1: 445,870 shares 445,870$89.9M2.01%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,750 shares; 2024Q4: 232,750 shares; 2025Q1: 232,750 shares 232,750$71.1M1.59%0Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,460 shares; 2024Q4: 729,460 shares; 2025Q1: 729,460 shares 729,460$69.5M1.55%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,640 shares; 2024Q4: 514,640 shares; 2025Q1: 514,640 shares 514,640$68M1.52%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,000 shares; 2024Q4: 590,000 shares; 2025Q1: 590,000 shares 590,000$66M1.47%0Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,619 shares; 2024Q4: 201,619 shares; 2025Q1: 201,619 shares 201,619$43.9M0.98%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782,250 shares; 2024Q4: 782,250 shares; 2025Q1: 889,750 shares 889,750$43.1M0.96%+107,500Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,900 shares; 2024Q4: 145,900 shares; 2025Q1: 145,900 shares 145,900$43M0.96%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,000 shares; 2024Q4: 201,000 shares; 2025Q1: 201,000 shares 201,000$33.3M0.74%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,500 shares; 2024Q4: 763,500 shares; 2025Q1: 763,500 shares 763,500$32.2M0.72%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,800 shares; 2024Q4: 237,800 shares; 2025Q1: 237,800 shares 237,800$31.5M0.7%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,000 shares; 2024Q4: 211,000 shares; 2025Q1: 211,000 shares 211,000$31M0.69%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,650 shares; 2024Q4: 776,650 shares; 2025Q1: 776,650 shares 776,650$28.7M0.64%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,844 shares; 2025Q1: 28,844 shares 28,844$27.3M0.61%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares 90,000$22.1M0.49%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,700 shares; 2024Q4: 486,700 shares; 2025Q1: 486,700 shares 486,700$22.1M0.49%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,240 shares; 2025Q1: 277,240 shares 277,240$20.2M0.45%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,500 shares; 2024Q4: 127,500 shares; 2025Q1: 127,500 shares 127,500$19.1M0.43%0Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,600 shares; 2024Q4: 260,600 shares; 2025Q1: 260,600 shares 260,600$16M0.36%0Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,991 shares; 2024Q4: 221,991 shares; 2025Q1: 221,991 shares 221,991$15.6M0.35%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,000 shares; 2024Q4: 532,000 shares; 2025Q1: 532,000 shares 532,000$15M0.34%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,100 shares; 2024Q4: 579,100 shares; 2025Q1: 579,100 shares 579,100$14.7M0.33%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,000 shares 88,000$12.6M0.28%newTimeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,000 shares; 2024Q4: 71,000 shares; 2025Q1: 71,000 shares 71,000$9.4M0.21%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,900 shares; 2024Q4: 49,900 shares; 2025Q1: 49,900 shares 49,900$8.5M0.19%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,828 shares; 2024Q4: 185,828 shares; 2025Q1: 185,828 shares 185,828$8.23M0.18%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,139 shares; 2024Q4: 35,139 shares; 2025Q1: 35,139 shares 35,139$5.88M0.13%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares 55,000$4.84M0.11%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,784 shares; 2024Q4: 38,784 shares; 2025Q1: 38,784 shares 38,784$4.73M0.11%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares 48,000$3.4M0.08%0Timeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,030 shares; 2024Q4: 82,030 shares; 2025Q1: 82,030 shares 82,030$3.23M0.07%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-045932 base2025-05-08acceptance time not in the bulk data set