Position in UFCS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,935,368
+$2,398,733 QoQ
Shares Held
113,184
+18.6% QoQ
Ownership
0.440%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Empowered Funds, LLC holds $139,290,477 across 30 Insurance - Property & Casualty names. UFCS ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLMR |
Palomar Holdings, Inc.
|
195,356 | $24,691,044 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,126 | $12,586,150 | |
| 3 | PGR |
Progressive Corp/Oh/
|
56,048 | $12,243,683 | |
| 4 | ALL |
Allstate Corp
|
50,587 | $12,036,666 | |
| 5 | HMN |
Horace Mann Educators Corp /De/
|
197,332 | $10,192,197 | |
| 6 | CB |
Chubb Ltd
|
28,891 | $9,844,316 | |
| 7 | STC |
Stewart Information Services Corp
|
124,367 | $8,210,709 | |
| 8 | CINF |
Cincinnati Financial Corp
|
34,850 | $6,452,126 |
All Filings in UFCS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,935,368 | 113,184 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $3,536,635 | 95,430 | Shares | Other | 2026-06-16 | |
| 2025-09-30 | $2,902,980 | 95,430 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,726,758 | 95,009 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,847,691 | 96,663 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $2,124,190 | 74,664 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $1,487,495 | 71,070 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,449,543 | 67,452 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,362,627 | 62,592 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,164,284 | 57,867 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,040,489 | 52,683 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $1,435,397 | 63,345 | Shares | Other | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||