CINCINNATI INSURANCE CO Q2 2023 Filing

Filed August 8, 2023

Portfolio Value

$5.3B

Holdings

60

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (60 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT ORD
1,236,447$421.1T8008665.27%
2
JPMJPMORGAN CHASE ORD
2,012,000$292.6T5565809.63%
3
BLKCHFBLACKROCK ORD
386,900$267.4T5086057.48%
4
PEPPEPSICO ORD
1,240,500$229.8T4370198.41%
5
ACNACCENTURE CL A ORD
674,165$208.0T3956858.16%
6
AVGOBROADCOM ORD
220,250$191.1T3633848.88%
7
ABBVABBVIE ORD
1,405,200$189.3T3600965.47%
8
JNJJOHNSON & JOHNSON ORD
1,066,000$176.4T3356017.28%
9
LRCXEURLAM RESEARCH ORD
249,211$160.2T3047194.08%
10
PGPROCTER & GAMBLE ORD
1,027,504$155.9T2965514.88%
11
CMICUMMINS ORD
606,400$148.7T2827647.78%
12
APDAIR PRODUCTS AND CHEMICALS ORD
469,232$140.5T2673280.03%
13
PFEPFIZER ORD
3,481,725$127.7T2429071.50%
14
ABTABBOTT LABORATORIES ORD
1,157,200$126.2T2399557.21%
15
XOMEXXON MOBIL ORD
1,172,200$125.7T2391197.92%
16
AAPLAPPLE ORD
616,000$119.5T2272645.95%
17
MCDMCDONALD'S ORD
389,000$116.1T2207900.41%
18
ADIANALOG DEVICES ORD
564,614$110.0T2092085.33%
19
RTXRAYTHEON TECHNOLOGIES ORD
1,121,916$109.9T2090381.83%
20
UNHUNITEDHEALTH GRP ORD
220,081$105.8T2011958.27%
21
CVXCHEVRON ORD
635,961$100.1T1903328.43%
22
RPMRPM ORD
1,033,303$92.7T1763525.98%
23
WECWEC ENERGY GROUP ORD
978,300$86.3T1641927.81%
24
TJXTJX ORD
963,000$81.7T1553057.12%
25
CBCHUBB ORD
393,738$75.8T1442081.86%
26
USBUS BANCORP ORD
2,199,500$72.7T1382230.62%
27
HDHOME DEPOT ORD
226,446$70.3T1337945.84%
28
CSCOCISCO SYSTEMS ORD
1,334,000$69.0T1312800.58%
29
LYBLYONDELLBASELL INDUSTRIES CL A ORD
744,666$68.4T1300656.50%
30
HASHASBRO ORD
1,046,968$67.8T1289804.26%
31
PNCPNC FINANCIAL SERVICES GROUP ORD
510,000$64.2T1221757.05%
32
MDLZMONDELEZ INTERNATIONAL CL A ORD
869,500$63.4T1206290.34%
33
ENBENBRIDGE ORD
1,647,025$61.2T1163792.40%
34
NSCNORFOLK SOUTHERN ORD
264,400$60.0T1140366.38%
35
DOVDOVER ORD
368,780$54.5T1035660.27%
36
MMM3M ORD
521,700$52.2T993180.15%
37
QCOMQUALCOMM ORD
427,500$50.9T967933.55%
38
HONHONEYWELL INTERNATIONAL ORD
245,000$50.8T966942.59%
39
DUKDUKE ENERGY ORD
523,600$47.0T893721.51%
40
CMCSACOMCAST CL A ORD
1,037,500$43.1T819927.85%
41
VLOVALERO ENERGY ORD
356,538$41.8T795463.65%
42
ELESTEE LAUDER CL A ORD
207,500$40.7T775053.82%
43
ADPAUTOMATIC DATA PROCESSING ORD
181,050$39.8T756872.92%
44
SNASNAP ON ORD
123,900$35.7T679151.59%
45
NSANATIONAL STORAGE AFFILIATES ORD
893,654$31.1T592024.10%
46
ADCAGREE REALTY REIT ORD
382,000$25.0T475106.76%
47
BAXBAXTER INTERNATIONAL ORD
532,000$24.2T461011.60%
48
PNWPINNACLE WEST ORD
296,838$24.2T459917.99%
49
4I1PHILIP MORRIS INTERNATIONAL ORD
242,435$23.7T450143.14%
50
NEENEXTERA ENERGY ORD
305,000$22.6T430447.56%
51
PLDPROLOGIS REIT
168,000$20.6T391852.40%
52
BACVERIZON COMMUNICATIONS ORD
405,301$15.1T286695.16%
53
MAMASTERCARD CL A ORD
37,500$14.7T280525.10%
54
TAT&T ORD
803,000$12.8T243608.67%
55
AMTAMERICAN TOWER REIT
60,000$11.6T221327.38%
56
VFCVF ORD
500,000$9.5T181548.41%
57
CMECME GROUP CL A ORD
29,900$5.5T105375.51%
58
MCHPMICROCHIP TECHNOLOGY ORD
52,600$4.7T89631.73%
59
KINSKINGSTONE COMPANIES, INC
90,000$22.5B427.96%
60
VISTRA EQY WARRANT
36,510$2.2B41.67%