Cincinnati Specialty Underwriters Insurance CO
SEC Form 13F institutional filer · CIK 0001426763
13F-HR · 40 reported holdings · 2026-03-31
Reported long-US-equity value
$0.36B
Top-10 concentration
60.7%
Cincinnati Specialty Underwriters Insurance CO — $364M AUM allocation strategy
Cincinnati Specialty Underwriters Insurance CO files SEC Form 13F and reports $364M of long US equity value across 40 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 48.9%, followed by Financials 7.6% and Health Care 6.8%.
The top 10 holdings account for 61% 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 Specialty Underwriters Insurance CO — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$364M
total across 40 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
61% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$RF +64.3K sh · +$1.59M+$MDLZ +49.7K sh · +$3.07M+$CSCO +40K sh · +$3.15M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
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)
- Semiconductors20.8%—
- Technology Hardware, Storage & Peripherals17.6%—
- Systems Software6.1%—
- Insurance Brokers3.8%—
- Diversified Banks3.8%—
- Electric Utilities3.0%—
- Oil & Gas Refining & Marketing3.0%—
- Home Improvement Retail2.9%—
- Other holdings38.9%—
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 ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 253K | $64.2M | -54.9K | 17.6% |
| $AVGO | Broadcom Inc | 182K | $56.4M | -207K | 15.5% |
| $MSFT | Microsoft Corporation | 60K | $22.2M | +0 | 6.1% |
| $JPM | JP Morgan Chase & Co | 46.5K | $13.7M | +0 | 3.8% |
| $ADI | Analog Devices Inc | 37.3K | $11.9M | +0 | 3.3% |
| $WEC | WEC Energy Group Inc | 95K | $11M | +0 | 3.0% |
| $VLO | Valero Energy Corporation | 44.1K | $10.9M | +0 | 3.0% |
| $HD | Home Depot Inc | 32K | $10.5M | +0 | 2.9% |
| $CSCO | Cisco Systems Inc | 130K | $10M | +40K | 2.8% |
| $ABBV | AbbVie Inc | 45.2K | $9.83M | +18K | 2.7% |
…and 30 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 IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-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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