CINCINNATI INSURANCE CO Q4 2023 Filing

Filed February 8, 2024

Portfolio Value

$5.6B

Holdings

61

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (61 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT ORD
1,183,997$445.2B8010.28%
2
JPMJPMORGAN CHASE ORD
2,012,000$342.2B6157.37%
3
BLKCHFBLACKROCK ORD
386,900$314.1B5650.81%
4
AVGOBROADCOM ORD
220,250$245.9B4423.24%
5
ACNACCENTURE CL A ORD
674,165$236.6B4256.23%
6
ABBVABBVIE ORD
1,405,200$217.8B3917.86%
7
PEPPEPSICO ORD
1,240,500$210.7B3790.53%
8
LRCXEURLAM RESEARCH ORD
249,211$195.2B3511.85%
9
JNJJOHNSON & JOHNSON ORD
1,066,000$167.1B3006.08%
10
PGPROCTER & GAMBLE ORD
1,027,504$150.6B2708.96%
11
CMICUMMINS ORD
606,400$145.3B2613.69%
12
APDAIR PRODUCTS AND CHEMICALS ORD
469,232$128.5B2311.45%
13
ABTABBOTT LABORATORIES ORD
1,157,200$127.4B2291.61%
14
AAPLAPPLE ORD
616,000$118.6B2133.74%
15
XOMEXXON MOBIL ORD
1,172,200$117.2B2108.52%
16
UNHUNITEDHEALTH GRP ORD
220,081$115.9B2084.58%
17
RPMRPM ORD
1,033,303$115.3B2075.26%
18
MCDMCDONALD'S ORD
389,000$115.3B2075.16%
19
ADIANALOG DEVICES ORD
564,614$112.1B2017.00%
20
PFEPFIZER ORD
3,481,725$100.2B1803.43%
21
USBUS BANCORP ORD
2,199,500$95.2B1712.67%
22
CVXCHEVRON ORD
635,961$94.9B1706.66%
23
RTXRTX ORD
1,121,916$94.4B1698.34%
24
TJXTJX ORD
963,000$90.3B1625.32%
25
CBCHUBB ORD
393,738$89.0B1600.95%
26
WECWEC ENERGY GROUP ORD
978,300$82.3B1481.47%
27
PNCPNC FINANCIAL SERVICES GROUP ORD
510,000$79.0B1420.84%
28
HDHOME DEPOT ORD
226,446$78.5B1411.87%
29
LYBLYONDELLBASELL INDUSTRIES CL A ORD
744,666$70.8B1273.84%
30
CSCOCISCO SYSTEMS ORD
1,334,000$67.4B1212.50%
31
MDLZMONDELEZ INTERNATIONAL CL A ORD
869,500$63.0B1133.06%
32
NSCNORFOLK SOUTHERN ORD
264,400$62.5B1124.44%
33
QCOMQUALCOMM ORD
427,500$61.8B1112.39%
34
ENBENBRIDGE ORD
1,647,025$59.3B1067.35%
35
MMM3M ORD
521,700$57.0B1026.09%
36
DOVDOVER ORD
368,780$56.7B1020.50%
37
HASHASBRO ORD
1,046,968$53.5B961.78%
38
HONHONEYWELL INTERNATIONAL ORD
245,000$51.4B924.37%
39
DUKDUKE ENERGY ORD
523,600$50.8B914.14%
40
VLOVALERO ENERGY ORD
356,538$46.3B833.90%
41
CMCSACOMCAST CL A ORD
1,037,500$45.5B818.50%
42
ADPAUTOMATIC DATA PROCESSING ORD
181,050$42.2B758.86%
43
NSANATIONAL STORAGE AFFILIATES ORD
893,654$37.1B666.76%
44
SNASNAP ON ORD
123,900$35.8B643.86%
45
ELESTEE LAUDER CL A ORD
207,500$30.3B545.98%
46
NEENEXTERA ENERGY ORD
491,000$29.8B536.56%
47
BAXBAXTER INTERNATIONAL ORD
672,000$26.0B467.41%
48
ADCAGREE REALTY REIT ORD
382,000$24.0B432.64%
49
4I1PHILIP MORRIS INTERNATIONAL ORD
242,435$22.8B410.35%
50
PLDPROLOGIS REIT
168,000$22.4B402.90%
51
MAMASTERCARD CL A ORD
50,000$21.3B383.67%
52
PNWPINNACLE WEST ORD
296,838$21.3B383.66%
53
MCHPMICROCHIP TECHNOLOGY ORD
193,100$17.4B313.30%
54
BACVERIZON COMMUNICATIONS ORD
405,301$15.3B274.90%
55
TAT&T ORD
803,000$13.5B242.42%
56
AMTAMERICAN TOWER REIT
60,000$13.0B233.04%
57
DGDOLLAR GENERAL ORD
55,000$7.5B134.53%
58
CMECME GROUP CL A ORD
29,900$6.3B113.29%
59
TOIONCOLOGY INSTITUTE ORD
699,500$1.4B25.67%
60
KINSKINGSTONE COMPANIES, INC
90,000$88.2M1.59%
61
VISTRA EQY WARRANT
36,510$267K0.00%