Position in UFCS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,912,085
+$1,656,782 QoQ
Shares Held
112,740
-1.8% QoQ
Ownership
0.439%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,559,316,886 across 27 Insurance - Property & Casualty names. UFCS ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,108,462 | $460,593,523 | |
| 2 | CB |
Chubb Ltd
|
1,299,490 | $442,788,222 | |
| 3 | TRV |
Travelers Companies, Inc.
|
557,657 | $184,093,728 | |
| 4 | ALL |
Allstate Corp
|
323,880 | $77,064,007 | |
| 5 | AIZ |
Assurant, Inc.
|
223,542 | $60,027,733 | |
| 6 | WRB |
Berkley W R Corp
|
830,557 | $58,579,185 | |
| 7 | MKL |
Markel Group Inc.
|
29,808 | $58,215,322 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
113,474 | $37,424,859 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,912,085 | 112,740 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,255,303 | 114,822 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,513,688 | 124,173 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,974,342 | 130,649 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,903,802 | 136,021 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,020,700 | 136,480 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,291,017 | 185,976 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,912,675 | 186,941 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,097,541 | 190,672 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,095,611 | 188,131 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,538,544 | 175,872 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,516,309 | 178,041 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,908,674 | 84,231 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,274,709 | 161,006 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,191,180 | 80,087 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,337,989 | 81,378 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,532,951 | 73,998 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,228,402 | 71,722 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,515,095 | 65,334 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,461,814 | 63,282 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,663,051 | 59,973 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,915,357 | 55,039 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $849,057 | 33,827 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $553,455 | 27,237 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $720,570 | 26,004 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $782,900 | 24,008 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||