Position in UFCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$976,799
+$278,663 QoQ
Shares Held
18,627
-1.1% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 226 holders
Holding Since
Jun 2025
5 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, 2026Horizon Investments, LLC holds $74,287,007 across 19 Insurance - Property & Casualty names. UFCS ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
40,866 | $13,924,680 | |
| 2 | PGR |
Progressive Corp/Oh/
|
53,030 | $11,584,403 | |
| 3 | TRV |
Travelers Companies, Inc.
|
32,353 | $10,680,372 | |
| 4 | ALL |
Allstate Corp
|
34,887 | $8,301,012 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
28,290 | $6,057,454 | |
| 6 | MCY |
Mercury General Corp
|
47,027 | $5,014,018 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
49,134 | $4,766,489 | |
| 8 | CINF |
Cincinnati Financial Corp
|
21,800 | $4,036,052 |
All Filings in UFCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,799 | 18,627 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $698,136 | 18,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $614,205 | 16,897 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $554,313 | 18,222 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $472,086 | 16,449 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||