Position in AII
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$346,615
-$33,406 QoQ
Shares Held
17,978
-1.5% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AII Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026UBS Group AG holds $3,507,251,048 across 45 Insurance - Property & Casualty names. AII ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,871,071 | $935,768,168 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,125,741 | $620,036,133 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,918,556 | $578,574,538 | |
| 4 | ALL |
Allstate Corp
|
1,412,581 | $292,884,541 | |
| 5 | WRB |
Berkley W R Corp
|
3,267,776 | $216,588,191 | |
| 6 | L |
Loews Corp
|
1,288,263 | $137,509,191 | |
| 7 | CINF |
Cincinnati Financial Corp
|
795,925 | $125,238,795 | |
| 8 | AFG |
American Financial Group Inc
|
848,396 | $108,348,650 |
All Filings in AII
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $346,615 | 17,978 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $380,021 | 18,244 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $752,449 | 33,727 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $112,289 | 6,106 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||