Sign in

Csu Producer Resources, Inc.

CIK:0001534469
Other
$0 AUM
22 holdings
Fairfield, OH, United States
Founded:2007
Latest filing:Jun 30, 2025

CSU Producer Resources, Inc. is a wholly owned brokerage subsidiary of Cincinnati Financial Corporation, based in Fairfield, Ohio. Founded in 2007, the firm serves local independent insurance agencies by providing access to excess and surplus (E&S) insurance markets and products underwritten through Cincinnati Specialty Underwriters. CSU maintains binding authority on all business it writes and supports more than 2,000 appointed agencies across 44 states. The company operates with a philosophy of controlled, profitable growth and posts consistently strong underwriting performance. CSU Producer Resources typically focuses on low to moderate risk E&S business for contracting, property management, hospitality, and selected professional liability segments. Employee count is not publicly disclosed; the broader parent company, Cincinnati Financial, employs over 5,000 people.

Investment Strategy

CSU Producer Resources, Inc. focuses on distributing excess and surplus lines insurance exclusively through local independent agents, offering a broad range of business classes where each risk's underwriting authority is held by CSU's internal experts. The firm does not utilize MGAs or wholesalers and aims for consistent, managed growth and profitability, emphasizing low to moderate-risk segments such as small to mid-size contracting companies, property management firms, hospitality businesses, and select professional liability. CSU avoids long-tail and high-risk classes. Underwriting priorities include maintaining a spread of risk similar to the broader Cincinnati Financial portfolio, and their underwriters average more than 20 years’ industry experience. CSU’s model is characterized by conservative risk selection and relationship-based distribution.

Top Buys
A
AVGOBROADCOM ORD
+$2.1M
P
PMPHILIP MORRIS INTERNATIONAL ORD
+$280.8K
A
ADIANALOG DEVICES ORD
+$232.6K
R
RTXRTX ORD
+$203.4K
N
NSCNORFOLK SOUTHERN ORD
+$103.2K
Top Sells
U
UNHUNITEDHEALTH GRP ORD
-$698.9K
L
LYBLYONDELLBASELL INDUSTRIES CL A ORD
-$154.7K
A
ACNACCENTURE CL A ORD
-$85.5K
A
APDAIR PRODUCTS AND CHEMICALS ORD
-$71.5K
C
CMCSACOMCAST CL A ORD
-$53.7K

Top Holdings

A
AVGOBROADCOM ORD
+16.4%$5.2M
V
VLOVALERO ENERGY ORD
+10.5%$3.4M
R
RTXRTX ORD
+6.8%$2.2M
P
PMPHILIP MORRIS INTERNATIONAL ORD
+6.8%$2.2M
A
ACNACCENTURE CL A ORD
+6.1%$1.9M

Equity Positions (22)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AVGO
BROADCOM ORD16.35%$5.2M19,000$30.04$275.65+$2.1M
V
VLO
VALERO ENERGY ORD10.52%$3.4M25,059$67.96$134.42+$58.9K
R
RTX
RTX ORD6.84%$2.2M15,000$61.62$146.02+$203.4K
P
PM
PHILIP MORRIS INTERNATIONAL ORD6.82%$2.2M12,000$81.87$182.13+$280.8K
A
ACN
ACCENTURE CL A ORD6.07%$1.9M6,500$81.32$298.89-$85.5K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+21.1%
PETROLEUM REFINING
+10.5%
AIRCRAFT ENGINES & ENGINE PARTS
+6.8%
CIGARETTES
+6.8%
SERVICES-BUSINESS SERVICES, NEC
+6.1%