Position in UFCS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,688,759
+$3,005,991 QoQ
Shares Held
184,759
+2.5% QoQ
Ownership
0.719%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $5,309,844,338 across 42 Insurance - Property & Casualty names. UFCS ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
4,727,930 | $1,269,591,032 | |
| 2 | CB |
Chubb Ltd
|
3,059,661 | $1,042,548,876 | |
| 3 | PGR |
Progressive Corp/Oh/
|
3,016,504 | $658,955,288 | |
| 4 | ORI |
Old Republic International Corp
|
12,015,139 | $491,659,477 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,422,225 | $469,504,907 | |
| 6 | ALL |
Allstate Corp
|
1,788,200 | $425,484,297 | |
| 7 | CINF |
Cincinnati Financial Corp
|
794,325 | $147,061,321 | |
| 8 | L |
Loews Corp
|
949,222 | $107,461,413 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,688,759 | 184,759 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $6,682,768 | 180,323 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $6,656,226 | 183,115 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,443,077 | 178,931 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,092,754 | 177,448 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $5,161,211 | 175,194 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,068,592 | 178,158 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $3,737,780 | 178,585 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,153,649 | 193,283 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $4,185,498 | 192,260 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $4,048,281 | 201,207 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $4,435,176 | 224,566 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $5,339,055 | 235,616 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $6,476,126 | 243,922 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,972,556 | 254,845 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,283,310 | 253,509 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,390,626 | 245,125 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,992,133 | 257,230 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,051,172 | 260,939 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,523,693 | 239,121 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $6,535,460 | 235,682 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $8,750,597 | 251,454 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,035,117 | 240,443 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,485,226 | 319,155 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,630,276 | 311,450 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $9,910,862 | 303,921 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||