Position in UFCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$212,119
+$64,250 QoQ
Shares Held
4,045
+1.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 226 holders
Holding Since
Mar 2020
26 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, 2026OSAIC HOLDINGS, INC. holds $152,156,296 across 43 Insurance - Property & Casualty names. UFCS ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
103,041 | $35,110,188 | |
| 2 | ALL |
Allstate Corp
|
121,915 | $29,008,453 | |
| 3 | TRV |
Travelers Companies, Inc.
|
68,184 | $22,508,900 | |
| 4 | PGR |
Progressive Corp/Oh/
|
79,911 | $17,456,557 | |
| 5 | MKL |
Markel Group Inc.
|
4,854 | $9,479,910 | |
| 6 | CINF |
Cincinnati Financial Corp
|
44,413 | $8,222,622 | |
| 7 | WRB |
Berkley W R Corp
|
81,031 | $5,715,115 | |
| 8 | ORI |
Old Republic International Corp
|
95,328 | $3,900,819 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,119 | 4,045 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $147,869 | 3,990 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $146,454 | 4,029 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $253,733 | 8,341 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $238,984 | 8,327 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $241,394 | 8,194 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $253,204 | 8,900 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $85,937 | 4,106 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $93,588 | 4,355 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $96,701 | 4,442 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $180,273 | 8,960 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $182,903 | 9,261 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $159,774 | 7,051 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $188,477 | 7,099 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $196,744 | 7,191 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $215,359 | 7,496 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $243,477 | 7,113 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $224,946 | 7,240 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $153,795 | 6,632 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $151,488 | 6,558 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $180,410 | 6,506 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $233,576 | 6,712 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $120,228 | 4,790 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $95,970 | 4,723 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $124,139 | 4,480 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $109,698 | 3,364 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||