Position in UFCS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,038,338
+$2,144,714 QoQ
Shares Held
134,217
+1.6% QoQ
Ownership
0.522%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 226 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,830,505,028 across 26 Insurance - Property & Casualty names. UFCS ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
307,791 | $601,118,899 | |
| 2 | CB |
Chubb Ltd
|
1,359,475 | $463,227,510 | |
| 3 | PGR |
Progressive Corp/Oh/
|
738,117 | $161,241,657 | |
| 4 | WRB |
Berkley W R Corp
|
1,461,348 | $103,068,872 | |
| 5 | TRV |
Travelers Companies, Inc.
|
279,248 | $92,185,349 | |
| 6 | ALL |
Allstate Corp
|
322,304 | $76,689,013 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
284,718 | $60,963,817 | |
| 8 | CINF |
Cincinnati Financial Corp
|
181,074 | $33,524,039 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,038,338 | 134,217 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,893,624 | 132,046 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,681,225 | 128,782 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,710,326 | 121,970 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $3,551,280 | 123,738 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,122,376 | 105,987 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,936,324 | 103,210 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $2,098,650 | 100,270 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $2,250,840 | 104,739 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $2,398,705 | 110,184 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,226,036 | 110,638 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,259,083 | 114,384 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $2,794,929 | 123,342 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $3,475,952 | 130,921 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,625,691 | 132,518 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,838,385 | 133,602 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,561,284 | 133,254 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,427,071 | 142,487 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,328,159 | 143,517 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,405,956 | 147,444 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $4,143,167 | 149,411 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $5,160,352 | 148,286 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $3,716,958 | 148,086 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $3,128,772 | 153,975 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $4,400,819 | 158,817 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,264,101 | 161,426 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||