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Cincinnati Specialty Underwriters Insurance CO

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13F filer, CIK 1426763, FAIRFIELD, OH

Cincinnati Specialty Underwriters Insurance CO reported $411,648,678 across 46 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 57.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-058362

Period
2026-03-31
Reported value
$412M
Holdings
46
Top 10 weight
57.06%
New
9
Sold out
1

Part of the filer group CINCINNATI FINANCIAL CORP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OCnew+83,700$9.06M
TMOnew+15,800$7.77M
MCHPnew+115,000$7.43M
UNHnew+26,000$7.04M
LAM RESEARCH ORDnew+27,830$5.95M

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
AVGOreduced-207,232-$64.1M
AAPLreduced-54,920-$13.9M
LRCXexited-27,830-$4.76M

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 2026

Share positions as resolved from 13F-HR 0001104659-26-058362, largest first. % of portfolio is the value over $411,648,678, 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; 2024Q2: restricted; 2024Q3: 308,000 shares; 2024Q4: 308,000 shares; 2025Q1: 308,000 shares; 2025Q2: 308,000 shares; 2025Q3: 308,000 shares; 2025Q4: 308,000 shares; 2026Q1: 253,080 shares 253,080$64.2M15.6%-54,920Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,500 shares; 2024Q4: 389,500 shares; 2025Q1: 389,500 shares; 2025Q2: 389,500 shares; 2025Q3: 389,500 shares; 2025Q4: 389,500 shares; 2026Q1: 182,268 shares 182,268$56.4M13.7%-207,232Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,664 shares; 2024Q4: 443,664 shares; 2025Q1: 443,664 shares; 2025Q2: 443,664 shares; 2025Q3: 443,664 shares; 2025Q4: 443,664 shares; 2026Q1: 443,664 shares 443,664$24M5.84%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares 60,000$22.2M5.4%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,500 shares; 2024Q4: 46,500 shares; 2025Q1: 46,500 shares; 2025Q2: 46,500 shares; 2025Q3: 46,500 shares; 2025Q4: 46,500 shares; 2026Q1: 46,500 shares 46,500$13.7M3.32%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,300 shares; 2024Q4: 37,300 shares; 2025Q1: 37,300 shares; 2025Q2: 37,300 shares; 2025Q3: 37,300 shares; 2025Q4: 37,300 shares; 2026Q1: 37,300 shares 37,300$11.9M2.88%0Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,000 shares; 2024Q4: 95,000 shares; 2025Q1: 95,000 shares; 2025Q2: 95,000 shares; 2025Q3: 95,000 shares; 2025Q4: 95,000 shares; 2026Q1: 95,000 shares 95,000$11M2.67%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,133 shares; 2024Q4: 44,133 shares; 2025Q1: 44,133 shares; 2025Q2: 44,133 shares; 2025Q3: 44,133 shares; 2025Q4: 44,133 shares; 2026Q1: 44,133 shares 44,133$10.9M2.65%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares 32,000$10.5M2.56%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,500 shares; 2024Q4: 89,500 shares; 2025Q1: 89,500 shares; 2025Q2: 89,500 shares; 2025Q3: 89,500 shares; 2025Q4: 89,500 shares; 2026Q1: 129,500 shares 129,500$10M2.44%+40,000Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,200 shares; 2024Q4: 27,200 shares; 2025Q1: 27,200 shares; 2025Q2: 27,200 shares; 2025Q3: 27,200 shares; 2025Q4: 27,200 shares; 2026Q1: 45,200 shares 45,200$9.83M2.39%+18,000Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,000 shares; 2024Q4: 47,000 shares; 2025Q1: 47,000 shares; 2025Q2: 47,000 shares; 2025Q3: 47,000 shares; 2025Q4: 47,000 shares; 2026Q1: 47,000 shares 47,000$9.55M2.32%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,700 shares 83,700$9.06M2.2%newTimeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000$7.95M1.93%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,800 shares 15,800$7.77M1.89%newTimeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,428 shares; 2026Q1: 35,671 shares 35,671$7.73M1.88%+27,243Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,000 shares 115,000$7.43M1.8%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,000 shares 26,000$7.04M1.71%newTimeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 47,325 shares 47,325$6.26M1.52%+35,325Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,976 shares; 2026Q1: 35,826 shares 35,826$6.21M1.51%+22,850Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 104,700 shares 104,700$6.03M1.47%+49,700Timeline
LAM RESEARCH ORDLAM RESEARCH ORDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,830 shares; 2025Q2: 27,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,830 shares 27,830$5.95M1.44%new
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares; 2026Q1: 37,000 shares 37,000$5.91M1.44%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,100 shares; 2024Q4: 40,100 shares; 2025Q1: 40,100 shares; 2025Q2: 40,100 shares; 2025Q3: 40,100 shares; 2025Q4: 40,100 shares; 2026Q1: 40,100 shares 40,100$5.82M1.41%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,700 shares 37,700$5.45M1.32%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,620 shares 32,620$5.39M1.31%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000$5.18M1.26%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares 26,000$5.02M1.22%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000$4.96M1.2%0Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,315 shares 45,315$4.94M1.2%newTimeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500$4.9M1.19%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000$4.64M1.13%0Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$4.63M1.12%newTimeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,500 shares; 2024Q4: 78,500 shares; 2025Q1: 78,500 shares; 2025Q2: 78,500 shares; 2025Q3: 78,500 shares; 2025Q4: 78,500 shares; 2026Q1: 78,500 shares 78,500$4.08M0.99%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,733 shares; 2024Q4: 88,733 shares; 2025Q1: 88,733 shares; 2025Q2: 88,733 shares; 2025Q3: 88,733 shares; 2025Q4: 88,733 shares; 2026Q1: 153,033 shares 153,033$4M0.97%+64,300Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000$3.78M0.92%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500$3.57M0.87%0Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000$2.81M0.68%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,200 shares; 2024Q4: 27,200 shares; 2025Q1: 27,200 shares; 2025Q2: 27,200 shares; 2025Q3: 27,200 shares; 2025Q4: 27,200 shares; 2026Q1: 27,200 shares 27,200$2.79M0.68%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000$1.51M0.37%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000$1.44M0.35%0Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares 16,500$1.24M0.3%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$1.09M0.26%0Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,333 shares; 2024Q4: 12,333 shares; 2025Q1: 12,333 shares; 2025Q2: 12,333 shares; 2025Q3: 12,333 shares; 2025Q4: 12,333 shares; 2026Q1: 12,333 shares 12,333$994K0.24%0Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,720 shares; 2024Q4: 9,720 shares; 2025Q1: 9,720 shares; 2025Q2: 9,720 shares; 2025Q3: 9,720 shares; 2025Q4: 9,720 shares; 2026Q1: 9,720 shares 9,720$979K0.24%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,895 shares; 2024Q4: 11,895 shares; 2025Q1: 11,895 shares; 2025Q2: 11,895 shares; 2025Q3: 11,895 shares; 2025Q4: 11,895 shares; 2026Q1: 11,895 shares 11,895$843K0.2%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LRCXLAM RESEARCH CORP27,830$4.76Mshares

How Q1 2026 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 0001104659-26-058362 base2026-05-11acceptance time not in the bulk data set