Position in UFCS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$229,477
-$97,754 QoQ
Shares Held
4,376
-62.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 226 holders
Holding Since
Sep 2023
4 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, 2026HighTower Advisors, LLC holds $351,845,262 across 25 Insurance - Property & Casualty names. UFCS ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
61,151 | $119,428,514 | |
| 2 | CB |
Chubb Ltd
|
246,875 | $84,120,187 | |
| 3 | TRV |
Travelers Companies, Inc.
|
122,227 | $40,349,577 | |
| 4 | CINF |
Cincinnati Financial Corp
|
143,749 | $26,613,689 | |
| 5 | PGR |
Progressive Corp/Oh/
|
112,149 | $24,498,949 | |
| 6 | ALL |
Allstate Corp
|
88,976 | $21,170,949 | |
| 7 | L |
Loews Corp
|
130,761 | $14,803,452 | |
| 8 | WRB |
Berkley W R Corp
|
64,439 | $4,544,882 |
All Filings in UFCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,477 | 4,376 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $327,231 | 11,502 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $248,104 | 11,854 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $209,330 | 10,599 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||