CINCINNATI INSURANCE CO — 13F holdings

CINCINNATI INSURANCE CO reported 64 holdings worth $6.94B in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. LAM RESEARCH ORD — $643M (9.3%)
  2. MSFT MICROSOFT CORP — $442M (6.4%)
  3. JPM JPMorgan Chase & Co. — $438M (6.3%)
  4. ABBV ABBVIE INC — $354M (5.1%)
  5. CMI CUMMINS INC — $305M (4.4%)
  6. JNJ Johnson & Johnson — $271M (3.9%)
  7. ADI ANALOG DEVICES INC — $224M (3.2%)
  8. RTX RTX CORPORATION — $213M (3.1%)
  9. PEP PEPSICO INC — $168M (2.4%)
  10. XOM EXXON MOBIL CORP — $160M (2.3%)