Position in UFCS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,128
+$3,422 QoQ
Shares Held
155
+22.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 226 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $14,090,567 across 35 Insurance - Property & Casualty names. UFCS ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,001 | $2,726,260 | |
| 2 | PGR |
Progressive Corp/Oh/
|
11,748 | $2,566,350 | |
| 3 | TRV |
Travelers Companies, Inc.
|
7,212 | $2,380,825 | |
| 4 | ALL |
Allstate Corp
|
5,811 | $1,382,669 | |
| 5 | AIZ |
Assurant, Inc.
|
4,127 | $1,108,223 | |
| 6 | L |
Loews Corp
|
5,009 | $567,068 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,318 | $429,154 | |
| 8 | WRB |
Berkley W R Corp
|
6,048 | $426,565 |
All Filings in UFCS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,128 | 155 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,706 | 127 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,616 | 127 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,863 | 127 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,267 | 79 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,327 | 79 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,247 | 79 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,653 | 79 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,856 | 226 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,719 | 79 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,989 | 248 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||