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Portfolio (Quarterly) Guide ↗

CINCINNATI INDEMNITY CO

· CIK 0001279886
13F Portfolio $40M AUM 11 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRSH MARSH & MCLENNAN ORD Financial Services 10,596.0 $2.0M 4.93% NEW $185.52 -11.2%
2 AJG ARTHUR J GALLAGHER ORD Financial Services 6,882.0 $1.8M 4.47% NEW $258.79 -20.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 45.2%
Healthcare 13.0%
Basic Materials 11.0%
Consumer Cyclical 10.6%
Financial Services 9.4%
Energy 5.9%
Communication Services 3.5%
Consumer Defensive 1.3%