Cincinnati Financial Corp

Company facts

Industry

Fire, Marine & Casualty Insurance

Headquarters

Fairfield, Ohio

Most recent report

8-K, filed Nov 9, 2026

Incorporated

Ohio

Filings on record

1,014+ filings

On EDGAR

CIK 20286

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 4 of 11 sections worth reading, with 1 positive, 3 notable, and 2 negative flags.

• Financial Statements (Item 1)

  Financial statements with notes: balance sheet swings, investment losses, reserve development, and segment results.
  Notable

  • Apple Inc. was 9.0% of publicly traded common equities at Sept 30, 2026, up from 7.7% at Dec 31, 2025.

• Management's Discussion (Item 2)

  Dense MD&A with segment results, catastrophe losses, and liquidity details.
  Notable

  • Gross property casualty reserves up $1.224B to $12.674B, IBNR up $796M.

• Market Risk (Item 3)

  Deep dive on $1.5B unrealized loss, duration jump, and Apple concentration.
  Notable

  • Fixed-maturity portfolio valued at 92.7% of amortized cost at Q3 2026, down from 99.0% at FY2025.
  Negative

  • Net unrealized loss on fixed-maturity and short-term investments hit $1.489B at Q3 2026, up from $181M at FY2025.
  • 5,241 of 5,607 fixed-maturity and short-term securities (93% of fair value) trade below cost at Q3 2026, vs 2,597 at FY2025.

• Unregistered Sales and Repurchases (Item 2)

  New buyback authorization of 15M shares, doubling available capacity to 16.8M shares.
  Positive

  • Board authorized 15M additional shares for repurchase on Aug 21, 2026, doubling available capacity to 16.8M shares.

What changed: Sep 2026 vs. Jun 2026

About 1% of CINF's Sep 2026 10-Q is new information. 4 paragraphs were added, 197 changed, and 27 removed. Below are the most important lines SECSift identified.

• Item 2 83
• Item 3 24
• Item 1 22
• Item 4 2