LPL Financial LLC

Position in UFCS — United Fire Group Inc

CIK 1403438 FORT MILL, SC

Position in UFCS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,890,671

+$1,088,471 QoQ

Shares Held

36,054

+66.6% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#62

of 226 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. UFCS ranks #22 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	576,647	$196,486,698
2	TRV	Travelers Companies, Inc.	409,993	$135,346,889
3	PGR	Progressive Corp/Oh/	444,022	$96,996,605
4	ALL	Allstate Corp	374,144	$89,023,823
5	CINF	Cincinnati Financial Corp	150,719	$27,904,115
6	ORI	Old Republic International Corp	426,745	$17,462,405
7	MKL	Markel Group Inc.	8,779	$17,145,474
8	WRB	Berkley W R Corp	231,781	$16,347,513

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,890,671	36,054	+66.6%	Shares	Sole	2026-08-07
2026-03-31	$802,200	21,646	+33.4%	Shares	Sole	2026-05-06
2025-12-31	$590,033	16,232	-7.4%	Shares	Sole	2026-02-11
2025-09-30	$533,384	17,534	+10.1%	Shares	Sole	2025-11-12
2025-06-30	$457,162	15,929	-15.1%	Shares	Sole	2025-08-12
2025-03-31	$552,581	18,757	+5.0%	Shares	Sole	2025-05-07
2024-12-31	$508,401	17,870	+20.5%	Shares	Sole	2025-02-11
2024-09-30	$310,287	14,825	+12.1%	Shares	Sole	2024-11-08
2024-06-30	$284,140	13,222	+3.9%	Shares	Sole	2024-08-07
2024-03-31	$276,957	12,722	+27.7%	Shares	Sole	2024-05-10
2023-12-31	$200,375	9,959	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.