Position in UFCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,515,922
-$1,503,732 QoQ
Shares Held
86,116
-47.0% QoQ
Ownership
0.335%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,572,637,404 across 43 Insurance - Property & Casualty names. UFCS ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,756,908 | $939,388,829 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,946,122 | $642,453,792 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,366,933 | $517,056,512 | |
| 4 | ALL |
Allstate Corp
|
1,538,436 | $366,055,460 | |
| 5 | WRB |
Berkley W R Corp
|
2,835,322 | $199,975,258 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,050,678 | $194,522,522 | |
| 7 | L |
Loews Corp
|
1,093,446 | $123,789,020 | |
| 8 | MKL |
Markel Group Inc.
|
44,268 | $86,455,845 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,515,922 | 86,116 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,019,654 | 162,430 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,196,170 | 115,438 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,428,931 | 211,339 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,381,261 | 117,814 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,664,058 | 328,040 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,505,875 | 88,080 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,253,538 | 59,892 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $760,402 | 35,384 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $539,894 | 24,800 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $517,304 | 25,711 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $275,097 | 13,929 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $638,489 | 28,177 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $496,244 | 18,691 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $304,269 | 11,121 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $91,418 | 3,182 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $80,953 | 2,365 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $342,671 | 11,029 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $439,472 | 18,951 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $76,090 | 3,294 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $154,732 | 5,580 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $498,753 | 14,332 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $639,297 | 25,470 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $282,406 | 13,898 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $485,118 | 17,507 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $567,446 | 17,401 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||