CINCINNATI INSURANCE CO
CIK 1279885 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- LRCX9.26%
- MSFT6.36%
- JPM6.31%
- ABBV5.09%
- CMI4.40%
- JNJ3.90%
- ADI3.23%
- RTX3.07%
- PEP2.42%
- EXMOC2.31%
Share classes counted separately46.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LRCXWeight increased · +2.69 pp6.57% → 9.26%Shares -551.00K (-27.08%)
- EXMOCWeight decreased · -0.70 pp3.01% → 2.31%Shares 0 (0.00%)
- CSCOWeight increased · +0.70 pp1.56% → 2.26%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LRCXLAM RESEARCH CORPCOMMON View history and evidence | $642.96M | 9.26% | 1.48M shares | 6.57% → 9.26%+2.69 pp -551.00K (-27.08%) | Reduced | ▾ |
| 02 | MSFTMICROSOFT CORPCOMMON View history and evidence | $441.65M | 6.36% | 1.18M shares | 6.62% → 6.36%-0.26 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | JPMJPMORGAN CHASE & COCOMMON View history and evidence | $438.29M | 6.31% | 1.34M shares | 6.72% → 6.31%-0.41 pp -173.21K (-11.45%) | Reduced | ▾ |
| 04 | ABBVABBVIE INCCOMMON View history and evidence | $353.60M | 5.09% | 1.41M shares | 4.62% → 5.09%+0.47 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | CMICUMMINS INCCOMMON View history and evidence | $305.11M | 4.40% | 427.80K shares | 4.72% → 4.40%-0.32 pp -153.30K (-26.38%) | Reduced | ▾ |
| 06 | JNJJOHNSON & JOHNSONCOMMON View history and evidence | $270.73M | 3.90% | 1.07M shares | 3.94% → 3.90%-0.04 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | ADIANALOG DEVICES INCCOMMON View history and evidence | $224.25M | 3.23% | 564.61K shares | 2.71% → 3.23%+0.52 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | RTXRTX CORPCOMMON View history and evidence | $212.86M | 3.07% | 1.12M shares | 3.27% → 3.07%-0.20 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | PEPPEPSICO INCCOMMON View history and evidence | $167.96M | 2.42% | 1.24M shares | 2.91% → 2.42%-0.49 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | EXMOCEXXON MOBIL CORPCOMMON View history and evidence | $160.26M | 2.31% | 1.17M shares | 3.01% → 2.31%-0.70 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1279885 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6941256395
}Research all 64 reported holdings.
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