Position in UFCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,014,032
-$378,204 QoQ
Shares Held
19,337
-60.1% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 226 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Derivatives in UFCS
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,946
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CITADEL ADVISORS LLC holds $1,276,594,728 across 38 Insurance - Property & Casualty names. UFCS ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
|
3,616,435 | $409,416,606 | |
| 2 | PGR |
Progressive Corp/Oh/
|
719,059 | $157,078,438 | |
| 3 | CB |
Chubb Ltd
|
409,669 | $139,590,615 | |
| 4 | WRB |
Berkley W R Corp
|
1,475,954 | $104,099,035 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
170,778 | $56,324,291 | |
| 6 | PLMR |
Palomar Holdings, Inc.
|
391,299 | $49,456,280 | |
| 7 | AFG |
American Financial Group Inc
|
335,603 | $46,964,283 | |
| 8 | STC |
Stewart Information Services Corp
|
588,641 | $38,862,078 |
All Filings in UFCS
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,032 | 19,337 | Shares | Defined | 2026-08-14 | |
| 2025-06-30 | $1,392,236 | 48,510 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,904,647 | 64,652 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $2,946 | 100 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $196,305 | 6,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $2,431,990 | 85,483 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,845 | 100 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $793,372 | 37,906 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $100,464 | 4,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $33,488 | 1,600 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $66,619 | 3,100 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $1,005,107 | 46,771 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $969,048 | 44,513 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $39,186 | 1,800 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $6,531 | 300 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $515,071 | 25,600 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $2,012 | 100 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $2,012 | 100 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $45,425 | 2,300 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $215,136 | 10,893 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $13,275 | 500 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $152,715 | 5,752 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $42,480 | 1,600 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $5,472 | 200 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $450,646 | 16,471 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $79,344 | 2,900 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $463,730 | 16,141 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $893,163 | 26,093 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,353,086 | 75,735 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,911,574 | 82,431 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $401,187 | 17,300 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $334,950 | 14,500 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $1,509,307 | 65,338 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $844,433 | 30,452 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $642,936 | 25,615 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,087,668 | 53,527 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $421,884 | 15,225 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $550,162 | 16,871 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||