Position in UFCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,437,031
+$1,813,564 QoQ
Shares Held
103,681
+6.0% QoQ
Ownership
0.403%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#32
of 226 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $64,229,723 across 9 Insurance - Property & Casualty names. UFCS ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
333,691 | $23,535,226 | |
| 2 | AIZ |
Assurant, Inc.
|
71,968 | $19,325,567 | |
| 3 | ALL |
Allstate Corp
|
34,358 | $8,175,142 | |
| 4 | UFCS |
United Fire Group Inc
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|
103,681 | $5,437,031 | |
| 5 | MCY |
Mercury General Corp
|
30,351 | $3,236,023 | |
| 6 | LMND |
Lemonade, Inc.
|
47,477 | $3,088,378 | |
| 7 | ORI |
Old Republic International Corp
|
15,341 | $627,753 | |
| 8 | CB |
Chubb Ltd
|
1,284 | $437,510 |
All Filings in UFCS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,437,031 | 103,681 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,623,467 | 97,773 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,197,818 | 87,973 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,968,174 | 64,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,719,158 | 59,901 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,758,879 | 59,704 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||