Position in UFCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$230,736
+$177,406 QoQ
Shares Held
4,400
+182.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 226 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $299,634,285 across 25 Insurance - Property & Casualty names. UFCS ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,758,825 | $112,891,119 | |
| 2 | MKL |
Markel Group Inc.
|
26,522 | $51,797,731 | |
| 3 | CB |
Chubb Ltd
|
90,743 | $30,919,769 | |
| 4 | ALL |
Allstate Corp
|
127,397 | $30,312,842 | |
| 5 | TRV |
Travelers Companies, Inc.
|
52,249 | $17,248,439 | |
| 6 | WRB |
Berkley W R Corp
|
243,134 | $17,148,241 | |
| 7 | PGR |
Progressive Corp/Oh/
|
28,537 | $6,233,907 | |
| 8 | CINF |
Cincinnati Financial Corp
|
26,910 | $4,982,117 |
All Filings in UFCS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,736 | 4,400 | Shares | Sole | 2026-08-13 | |
| 2022-06-30 | $53,330 | 1,558 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $46,232 | 1,488 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,059 | 865 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,386 | 1,099 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $23,126 | 834 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,241 | 869 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $251 | 10 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,592 | 226 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $5,985 | 216 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||