Position in UFCS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,439
+$2,769 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#193
of 226 holders
Holding Since
Jun 2025
5 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, 2026ASSETMARK, INC holds $71,546,001 across 28 Insurance - Property & Casualty names. UFCS ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
88,120 | $30,026,008 | |
| 2 | WRB |
Berkley W R Corp
|
155,241 | $10,949,147 | |
| 3 | TRV |
Travelers Companies, Inc.
|
27,278 | $9,005,013 | |
| 4 | HCI |
HCI Group, Inc.
|
39,059 | $6,845,089 | |
| 5 | PGR |
Progressive Corp/Oh/
|
28,810 | $6,293,544 | |
| 6 | ALL |
Allstate Corp
|
17,724 | $4,217,248 | |
| 7 | CINF |
Cincinnati Financial Corp
|
10,364 | $1,918,790 | |
| 8 | ORI |
Old Republic International Corp
|
27,002 | $1,104,921 |
All Filings in UFCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,439 | 180 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,670 | 180 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,034 | 111 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,376 | 111 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $746 | 26 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||