UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 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 Executive Officer Phone: (513) 870-2000 Signature, Place and Date of Signing: /s/ Kenneth W. Stecher Fairfield, Ohio February 11, 2009 - ----------------------------------- 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
FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers 0 Form 13F Information Table Entry Total: 38 Form 13F Information Table Value Total 814,427 (thousands) List of Other Included Managers: None 2
COLUMN 5 COLUMN 6 COLUMN 2 COLUMN 3 COLUMN 4 SHARES/ SH/ INVESTMENT COLUMN 7 COLUMN 8 ISSUER TITLE OF CLASS CUSIP FMV (000) PRINCIPAL PRN DIS OTH MGRS SOLE SHARED NONE - ---------------------------- --------------- --------- --------- ---------- --- ---------- -------- ---------- ------ ---- ABBOTT LABORATORIES COMMON 002824100 6,447 120,800 SH SOLE 120,800 -- -- AGL RESOURCES COMMON 001204106 14,123 450,497 SH SOLE 450,497 -- -- ARTHUR J GALLAGHER COMMON 363576109 518 20,000 SH SOLE 20,000 -- -- AT&T INC COMMON 00206R102 8,452 296,576 SH SOLE 296,576 -- -- BB & T CORP COMMON 054937107 6,179 225,000 SH SOLE 225,000 -- -- BOEING CO COMMON 097023105 4,999 117,157 SH SOLE 117,157 -- -- CHEVRON CORPORATION COMMON 166764100 24,558 332,000 SH SOLE 332,000 -- -- CLOROX COMPANY COMMON 189054109 9,970 179,440 SH SOLE 179,440 -- -- COLGATE-PALMOLIVE CORP COMMON 194162103 3,770 55,000 SH SOLE 55,000 -- -- CONOCOPHILLIPS COMMON 20825C104 5,180 100,000 SH SOLE 100,000 -- -- DUKE ENERGY CORP COMMON 26441C105 18,853 1,256,000 SH SOLE 1,256,000 -- -- EMERSON ELECTRIC COMMON 291011104 9,952 271,845 SH SOLE 271,845 -- -- EQUITY RESIDENTIAL CONVERTIBLE DEB 26884AAV5 1,550 1,850,000 PRN SOLE -- -- -- EXXON MOBIL CORPORATION COMMON 30231G102 48,541 608,060 SH SOLE 608,060 -- -- FIFTH THIRD BANCORP COMMON 316773100 89,492 10,834,396 SH SOLE 10,834,396 -- -- FORTUNE BRANDS INC COMMON 349631101 26,947 652,792 SH SOLE 652,792 -- -- GENERAL ELECTRIC CO COMMON 369604103 9,929 612,915 SH SOLE 612,915 -- -- GENUINE PARTS CO COMMON 372460105 30,795 813,400 SH SOLE 813,400 -- -- HONEYWELL INT L INC COMMON 438516106 15,384 468,600 SH SOLE 468,600 -- -- JOHNSON & JOHNSON COMMON 478160104 77,774 1,299,915 SH SOLE 1,299,915 -- -- LINEAR TECHNOLOGY CORP COMMON 535678106 17,568 794,200 SH SOLE 794,200 -- -- MCDONALD'S CORP COMMON 580135101 19,443 312,638 SH SOLE 312,638 -- -- MEDTRONIC INC CONVERTIBLE DEB 585055AK2 1,677 1,900,000 PRN SOLE -- -- -- MEDTRONIC INC CONVERTIBLE DEB 585055AM8 2,074 2,350,000 PRN SOLE -- -- -- MEDTRONIC INC COMMON 585055106 21,672 689,750 SH SOLE 689,750 -- -- MICROCHIP TECHNOLOGY INC COMMON 595017104 11,913 610,000 SH SOLE 610,000 -- -- MICROSOFT CORP COMMON 594918104 15,260 785,000 SH SOLE 785,000 -- -- PAYCHEX INC COMMON 704326107 4,231 161,000 SH SOLE 161,000 -- -- PEPSICO INC COMMON 713448108 38,859 709,500 SH SOLE 709,500 -- -- PFIZER INC COMMON 717081103 40,760 2,301,500 SH SOLE 2,301,500 -- -- PIEDMONT NATURAL GAS COMMON 720186105 76,008 2,400,000 SH SOLE 2,400,000 -- -- PRAXAIR INC COMMON 74005P104 2,968 50,000 SH SOLE 50,000 -- -- PROCTER & GAMBLE CORPORATION COMMON 742718109 75,877 1,227,378 SH SOLE 1,227,378 -- -- RPM INTERNATIONAL INC COMMON 749685103 5,896 443,625 SH SOLE 443,625 -- -- SPECTRA ENERGY CORP COMMON 847560109 1,228 78,000 SH SOLE 78,000 -- -- SYSCO CORP COMMON 871829107 10,736 468,000 SH SOLE 468,000 -- -- U S BANCORP COMMON 902973304 39,841 1,593,000 SH SOLE 1,593,000 -- -- WYETH COMMON 983024100 15,004 400,000 SH SOLE 400,000 -- -- 814,427 3
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