Position in UFCS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,048
+$307 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 226 holders
Holding Since
Mar 2021
22 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $113,452 across 15 Insurance - Property & Casualty names. UFCS ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
158 | $34,515 | |
| 2 | CB |
Chubb Ltd
|
70 | $23,851 | |
| 3 | TRV |
Travelers Companies, Inc.
|
68 | $22,448 | |
| 4 | ALL |
Allstate Corp
|
50 | $11,897 | |
| 5 | WRB |
Berkley W R Corp
|
85 | $5,995 | |
| 6 | CINF |
Cincinnati Financial Corp
|
25 | $4,628 | |
| 7 | L |
Loews Corp
|
38 | $4,301 | |
| 8 | MKL |
Markel Group Inc.
|
1 | $1,953 |
All Filings in UFCS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,048 | 20 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $741 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $727 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $608 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $574 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $589 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $569 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $418 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $429 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $435 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $402 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $395 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $453 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $531 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $547 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $574 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $684 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $621 | 20 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $463 | 20 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $462 | 20 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $554 | 20 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $696 | 20 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||