UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2008
Check here if Amendment [ ]; Amendment Number: _____
This Amendment (Check only one.): [ ] is a restatement
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Cincinnati Financial Corporation
Address: 6200 South Gilmore Road
Fairfield, Ohio 45014
13F File Number: 028-10798
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing the Report on Behalf of Reporting Manager:
Name: Kenneth W. Stecher
Title: Chief Financial Officer
Phone: (513) 870-2000
Signature, Place and Date of Signing:
/s/ Kenneth W. Stecher Fairfield, Ohio May 12, 2008
------------------------------------- -------------------- -----------------
Report Type (Check only one.):
[ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[X] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of other Managers Reporting for this Manager:
No. File No. Name
--- -------- ----
01 28-10753 The Cincinnati Insurance Company
02 28-10754 The Cincinnati Life Insurance Company
03 28-10755 The Cincinnati Casualty Company
04 28-10756 The Cincinnati Indemnity Company
05 28-12741 The Cincinnati Specialty Underwriters Insurance Company
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers 0
Form 13F Information Table Entry Total: 33
Form 13F Information Table Value Total 1,744,880
(thousands)
List of Other Included Managers: None
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COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
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SHARES/ SH/ INVESTMENT
ISSUER TITLE OF CLASS CUSIP FMV (000) PRINCIPAL PRN DIS OTH MGRS SOLE SHARED NONE
----------------------- --------------- --------- --------- ---------- --- ---------- -------- ---------- ------ ----
AGL RESOURCES COMMON 001204106 12,843 374,200 SH SOLE 374,200 -- --
ARTHUR J GALLAGHER COMMON 363576109 472 20,000 SH SOLE 20,000 -- --
BB & T CORP COMMON 054937107 7,214 225,000 SH SOLE 225,000 -- --
CHEVRON CORPORATION COMMON 166764100 28,340 332,000 SH SOLE 332,000 -- --
CONOCOPHILLIPS COMMON 20825C104 7,621 100,000 SH SOLE 100,000 -- --
DUKE ENERGY CORP COMMON 26441C105 22,420 1,256,000 SH SOLE 1,256,000 -- --
EQUITY RESIDENTIAL CONVERTIBLE DEB 26884AAV5 1,769 1,850,000 PRN SOLE -- -- --
EXXON MOBIL CORPORATION COMMON 30231G102 93,720 1,108,060 SH SOLE 1,108,060 -- --
FIFTH THIRD BANCORP COMMON 316773100 568,681 27,183,604 SH SOLE 27,183,604 -- --
FIRST FINANCIAL BANCORP COMMON 320209109 14,403 1,070,818 SH SOLE 1,070,818 -- --
FORTUNE BRANDS INC COMMON 349631101 45,369 652,792 SH SOLE 652,792 -- --
GENERAL ELECTRIC CO COMMON 369604103 44,412 1,200,000 SH SOLE 1,200,000 -- --
GENUINE PARTS CO COMMON 372460105 31,090 773,000 SH SOLE 773,000 -- --
HUNTINGTON BANCSHARES
INC COMMON 446150104 51,079 4,751,508 SH SOLE 4,751,508 -- --
JOHNSON & JOHNSON COMMON 478160104 84,325 1,299,915 SH SOLE 1,299,915 -- --
LINCOLN NATIONAL CORP COMMON 534187109 6,103 117,361 SH SOLE 117,361 -- --
LINEAR TECHNOLOGY CORP COMMON 535678106 24,374 794,200 SH SOLE 794,200 -- --
MEDTRONIC INC CONVERTIBLE DEB 585055AM8 2,473 2,350,000 PRN SOLE -- -- --
MEDTRONIC INC COMMON 585055106 33,363 689,750 SH SOLE 689,750 -- --
MICROCHIP TECHNOLOGY
INC COMMON 595017104 19,965 610,000 SH SOLE 610,000 -- --
MICROSOFT CORP COMMON 594918104 22,278 785,000 SH SOLE 785,000 -- --
PEOPLES COMMUNITY
BANCORP COMMON 71086E107 425 100,000 SH SOLE 100,000 -- --
PEPSICO INC COMMON 713448108 8,989 124,500 SH SOLE 124,500 -- --
PFIZER INC COMMON 717081103 48,170 2,301,500 SH SOLE 2,301,500 -- --
PIEDMONT NATURAL GAS COMMON 720186105 69,022 2,628,400 SH SOLE 2,628,400 -- --
PNC FINANCIAL SERVICES
GROUP COMMON 693475105 173,826 2,651,000 SH SOLE 2,651,000 -- --
PROCTER & GAMBLE
CORPORATION COMMON 742718109 88,088 1,257,140 SH SOLE 1,257,140 -- --
SPECTRA ENERGY CORP COMMON 847560109 1,775 78,000 SH SOLE 78,000 -- --
SYSCO CORP COMMON 871829107 13,581 468,000 SH SOLE 468,000 -- --
U S BANCORP COMMON 902973304 138,770 4,288,326 SH SOLE 4,288,326 -- --
WACHOVIA CORP COMMON 929903102 32,662 1,209,700 SH SOLE 1,209,700 -- --
WELLS FARGO & CO COMMON 949746101 30,555 1,050,000 SH SOLE 1,050,000 -- --
WYETH COMMON 983024100 16,704 400,000 SH SOLE 400,000 -- --
1,744,880
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