Position in UFCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,221,904
+$312,193 QoQ
Shares Held
23,301
-5.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 226 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $210,717,046 across 27 Insurance - Property & Casualty names. UFCS ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
178,914 | $60,963,156 | |
| 2 | ALL |
Allstate Corp
|
155,948 | $37,106,267 | |
| 3 | PGR |
Progressive Corp/Oh/
|
140,472 | $30,686,108 | |
| 4 | TRV |
Travelers Companies, Inc.
|
81,121 | $26,779,664 | |
| 5 | CINF |
Cincinnati Financial Corp
|
44,681 | $8,272,240 | |
| 6 | ORI |
Old Republic International Corp
|
143,122 | $5,856,552 | |
| 7 | AIZ |
Assurant, Inc.
|
20,869 | $5,603,952 | |
| 8 | MKL |
Markel Group Inc.
|
2,857 | $5,579,749 |
All Filings in UFCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,904 | 23,301 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $909,711 | 24,547 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,020,526 | 28,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $802,601 | 26,384 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||