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CINCINNATI CASUALTY CO

SEC Form 13F institutional filer · CIK 0001279888

13F-HR · 22 reported holdings · 2026-03-31

Reported long-US-equity value

$0.17B

Top-10 concentration

81.8%

CINCINNATI CASUALTY CO — $174M AUM allocation strategy

CINCINNATI CASUALTY CO files SEC Form 13F and reports $174M of long US equity value across 22 reported holdings for 2026-03-31.

Its largest sector bet is Industrials 44.3%, followed by Information Technology 20.3% and Financials 10.3%.

The top 10 holdings account for 82% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

CINCINNATI CASUALTY CO — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$174M

total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

82% of value

higher = narrower conviction; lower = spread / hedging

Added from nil (new positions)

$TMO

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

$PFE

$PFE ($5.89M last qtr)

Sector allocation (share of reported value)

Industrials 44%Information Technology 20%Financials 10%Utilities 8%Health Care 6%Consumer Discretionary 5%Materials 5%Other holdings 1%SECTORS
  • $XLIIndustrials44.3%
  • $XLKInformation Technology20.3%
  • $XLFFinancials10.3%
  • $XLUUtilities7.9%
  • $XLVHealth Care6.2%
  • $XLYConsumer Discretionary5.0%
  • $XLBMaterials4.9%
  • Other holdings1.0%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Systems Software 17%Construction Machinery & Heavy Transportation Equipment 14%Industrial Machinery & Supplies & Components 11%Diversified Banks 10%Human Resource & Employment Services 8%Electric Utilities 7%Industrial Conglomerates 7%Aerospace & Defense 4%Other holdings 21%INDUSTRIES
  • Systems Software17.0%
  • Construction Machinery & Heavy Transportation Equipment14.2%
  • Industrial Machinery & Supplies & Components10.8%
  • Diversified Banks10.3%
  • Human Resource & Employment Services8.4%
  • Electric Utilities7.0%
  • Industrial Conglomerates6.5%
  • Aerospace & Defense4.4%
  • Other holdings21.3%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$MSFTMicrosoft Corporation80K$29.6M+017.0%
$CMICummins Inc46K$24.7M+014.2%
$DOVDover Corporation90K$18.8M+010.8%
$ADPAutomatic Data Processing Inc72K$14.6M+08.4%
$JPMJP Morgan Chase & Co46.5K$13.7M+07.9%
$HONHoneywell International Inc50K$11.3M+06.5%
$DUKDuke Energy Corporation66.3K$8.68M+05.0%
$RTXRTX Corporation40K$7.72M+04.4%
$APDAir Products and Chemicals Inc24.8K$7.19M+04.1%
$JNJJohnson & Johnson25K$6.11M+03.5%

…and 12 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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