Position in UFCS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$209
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 226 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $2,008,939 across 26 Insurance - Property & Casualty names. UFCS ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,783 | $662,187 | |
| 2 | ORI |
Old Republic International Corp
|
11,157 | $456,544 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,192 | $393,503 | |
| 4 | CB |
Chubb Ltd
|
442 | $150,607 | |
| 5 | WRB |
Berkley W R Corp
|
2,028 | $143,034 | |
| 6 | PGR |
Progressive Corp/Oh/
|
229 | $50,025 | |
| 7 | MKL |
Markel Group Inc.
|
17 | $33,201 | |
| 8 | L |
Loews Corp
|
231 | $26,151 |
All Filings in UFCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209 | 4 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||