Cincinnati Insurance Co Top Holdings and 13F Report (2026) About Cincinnati Insurance CoInvestment ActivityCincinnati Insurance Co has $6.94 billion in total holdings as of June 30, 2026.Cincinnati Insurance Co owns shares of 64 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 1.48% of the portfolio was purchased this quarter.About 7.73% of the portfolio was sold this quarter.This quarter, Cincinnati Insurance Co has purchased 63 new stocks and bought additional shares in 4 stocks.Cincinnati Insurance Co sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings LAM RESEARCH ORD $642,962,054Microsoft $441,654,561JPMorgan Chase & Co. $438,287,669AbbVie $353,604,528Cummins $305,111,238 Largest New Holdings this Quarter 438516205 - HONEYWELL INTERNATIONAL ORD $27,427,750 Holding43849R105 - HONEYWELL AEROSPACE ORD $27,082,300 Holding Largest Purchases this Quarter HONEYWELL INTERNATIONAL ORD 122,500 shares (about $27.43M)HONEYWELL AEROSPACE ORD 122,500 shares (about $27.08M)Thermo Fisher Scientific 34,767 shares (about $17.43M)Mastercard 20,000 shares (about $10.27M)Xylem 86,200 shares (about $10.19M) Largest Sales this Quarter LAM RESEARCH ORD 551,000 shares (about $238.76M)Cummins 153,300 shares (about $109.34M)JPMorgan Chase & Co. 173,211 shares (about $56.70M)Arthur J. Gallagher & Co. 88,908 shares (about $20.41M)MARSH ORD 114,766 shares (about $19.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCincinnati Insurance Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLAM RESEARCH ORD$642,962,054$238,764,830 â–¼-27.1%1,483,7709.3%COMMONMSFTMicrosoft$441,654,5610.0%1,183,9976.4%TechnologyJPMJPMorgan Chase & Co.$438,287,669$56,697,157 â–¼-11.5%1,338,9786.3%FinanceABBVAbbVie$353,604,5280.0%1,405,2005.1%HealthcareCMICummins$305,111,238$109,335,093 â–¼-26.4%427,8004.4%IndustrialsJNJJohnson & Johnson$270,732,0200.0%1,066,0003.9%HealthcareADIAnalog Devices$224,247,7420.0%564,6143.2%TechnologyRTXRTX$212,861,1230.0%1,121,9163.1%IndustrialsPEPPepsiCo$167,963,7000.0%1,240,5002.4%Consumer StaplesXOMExxonMobil$160,263,1840.0%1,172,2002.3%EnergyCSCOCisco Systems$156,691,6400.0%1,334,0002.3%TechnologyPGProcter & Gamble$150,673,1870.0%1,027,5042.2%Consumer StaplesTJXTJX Companies$145,894,5000.0%963,0002.1%Consumer DiscretionaryAPDAir Products and Chemicals$137,569,4380.0%469,2322.0%MaterialsAVGOBroadcom$129,379,3750.0%342,5001.9%TechnologyUSBU.S. Bancorp$126,326,600$6,523,200 â–¼-4.9%2,091,5001.8%FinanceAAPLApple$121,531,2000.0%420,0001.8%TechnologyRPMRPM International$114,851,6280.0%1,033,3031.7%MaterialsWECWEC Energy Group$114,236,0910.0%978,3001.6%UtilitiesBLACKROCK ORD$111,348,6480.0%115,8001.6%COMMONRFRegions Financial$107,085,9690.0%3,545,8931.5%FinanceCVXChevron$105,416,8950.0%635,9611.5%EnergyMCDMcDonald's$105,150,5900.0%389,0001.5%Consumer DiscretionaryABTAbbott Laboratories$105,004,3280.0%1,157,2001.5%HealthcareDUKDuke Energy$100,607,8090.0%794,8161.4%UtilitiesVLOValero Energy$92,856,7570.0%356,5381.3%EnergyUNHUnitedHealth Group$91,472,2660.0%220,0811.3%HealthcareENBEnbridge$89,285,2250.0%1,647,0251.3%EnergyHASHasbro$86,469,0870.0%1,046,9681.2%Consumer DiscretionaryMMM3M$84,468,4470.0%521,7001.2%IndustrialsDOVDover$82,709,9780.0%368,7801.2%IndustrialsHDHome Depot$79,862,9750.0%226,4461.2%Consumer DiscretionaryQCOMQualcomm$78,997,7250.0%427,5001.1%TechnologyACNAccenture$76,625,7970.0%615,7651.1%TechnologyTMOThermo Fisher Scientific$70,675,215$17,430,783 â–²32.7%140,9671.0%HealthcareNSCNorfolk Southern$67,448,096$817,934 â–¼-1.2%214,4001.0%IndustrialsMDLZMondelez International$67,065,4800.0%1,159,5001.0%Consumer StaplesMCHPMicrochip Technology$65,397,9700.0%717,0830.9%TechnologyADCAgree Realty$59,796,7300.0%789,5000.9%Real EstateWALWestern Alliance Bancorporation$59,595,0000.0%725,0000.9%FinanceDGDollar General$50,253,2270.0%436,5670.7%Consumer StaplesSNASnap-On$49,857,3600.0%123,9000.7%IndustrialsLYBLyondellBasell Industries$46,630,3150.0%885,6660.7%MaterialsPMPhilip Morris International$43,858,9160.0%242,4350.6%Consumer StaplesNEENextEra Energy$43,095,0700.0%491,0000.6%UtilitiesMAMastercard$41,601,600$10,272,000 â–²32.8%81,0000.6%FinanceARESAres Management$41,259,5000.0%370,6720.6%FinanceADPAutomatic Data Processing$40,546,1480.0%181,0500.6%IndustrialsXYLXylem$38,028,157$10,189,702 â–²36.6%321,7000.5%IndustrialsAJGArthur J. Gallagher & Co.$36,128,349$20,410,609 â–¼-36.1%157,3740.5%FinanceOCOwens Corning$33,699,5200.0%212,0000.5%IndustrialsPNWPinnacle West Capital$31,761,6660.0%296,8380.5%UtilitiesSOUTHSTATE BANK ORD$28,998,373$9,990,000 â–²52.6%290,2740.4%COMMONHONEYWELL INTERNATIONAL ORD$27,427,750$27,427,750 â–²New Holding122,5000.4%COMMONHONEYWELL AEROSPACE ORD$27,082,300$27,082,300 â–²New Holding122,5000.4%COMMONMARSH ORD$26,833,870$19,128,049 â–¼-41.6%161,0000.4%COMMONCMCSAComcast$25,470,625$13,883,025 â–¼-35.3%1,037,5000.4%Communication ServicesNSANational Storage Affiliates Trust$24,162,863$15,577,930 â–¼-39.2%543,3520.3%Real EstatePLDPrologis$22,758,9600.0%168,0000.3%Real EstateAMTAmerican Tower$18,646,9800.0%114,0000.3%Real EstateVZVerizon Communications$17,160,4440.0%405,3010.2%Communication ServicesTAT&T$16,622,1000.0%803,0000.2%Communication ServicesCMECME Group$6,602,8170.0%29,9000.1%FinanceHL ACQUISITION, INC., DBA HOSTA$587,0200.0%20,1030.0%COMMONHONHoneywell International$0$55,377,350 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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