CINCINNATI CASUALTY CO — 13F holdings

CINCINNATI CASUALTY CO reported 24 holdings worth $188M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. CMI CUMMINS INC — $32.8M (17.4%)
2. MSFT MICROSOFT CORP — $29.8M (15.8%)
3. DOV DOVER CORP — $20.2M (10.7%)
4. ENB ENBRIDGE INC — $16.8M (8.9%)
5. ADP AUTOMATIC DATA PROCESSING IN — $16.1M (8.6%)
6. DUK DUKE ENERGY CORP NEW — $8.39M (4.5%)
7. RTX RTX CORPORATION — $7.59M (4.0%)
8. APD AIR PRODS & CHEMS INC — $7.26M (3.8%)
9. JNJ Johnson & Johnson — $6.35M (3.4%)
10. HON HONEYWELL INTL INC — $5.60M (3.0%)