Position in UFCS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,536,635
+$633,655 QoQ
Shares Held
95,430
0.0% QoQ
Ownership
0.371%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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 Mar 31, 2026Empowered Funds, LLC holds $134,015,325 across 22 Insurance - Property & Casualty names. UFCS ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
156,254 | $32,397,698 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
195,118 | $23,316,601 | |
| 3 | PGR |
Progressive Corp/Oh/
|
70,071 | $13,890,869 | |
| 4 | TRV |
Travelers Companies, Inc.
|
36,142 | $10,541,892 | |
| 5 | CB |
Chubb Ltd
|
29,622 | $9,654,695 | |
| 6 | HMN |
Horace Mann Educators Corp /De/
|
194,776 | $8,313,039 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
|
143,096 | $4,888,159 | |
| 8 | CINF |
Cincinnati Financial Corp
|
28,011 | $4,407,527 |
All Filings in UFCS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,536,635 | 95,430 | Shares | Other | 2026-05-15 | |
| 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 | 2024-05-06 | |
| 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. | ||||||