Position in UFCS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$226,121
-$87,720 QoQ
Shares Held
4,312
-68.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#156
of 226 holders
Holding Since
Mar 2020
15 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, 2026CHOREO, LLC holds $26,194,752 across 17 Insurance - Property & Casualty names. UFCS ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
24,174 | $8,237,048 | |
| 2 | TRV |
Travelers Companies, Inc.
|
12,632 | $4,170,075 | |
| 3 | PGR |
Progressive Corp/Oh/
|
17,426 | $3,806,709 | |
| 4 | MKL |
Markel Group Inc.
|
1,256 | $2,452,980 | |
| 5 | ALL |
Allstate Corp
|
7,278 | $1,731,727 | |
| 6 | ORI |
Old Republic International Corp
|
41,541 | $1,699,857 | |
| 7 | CINF |
Cincinnati Financial Corp
|
3,354 | $620,959 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
2,888 | $618,378 |
All Filings in UFCS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,121 | 4,312 | Shares | Sole | 2026-08-04 | |
| 2023-06-30 | $313,841 | 13,850 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $362,407 | 13,650 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $373,464 | 13,650 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $392,164 | 13,650 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $467,239 | 13,650 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $424,105 | 13,650 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $316,543 | 13,650 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $315,315 | 13,650 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $378,514 | 13,650 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $475,020 | 13,650 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $342,615 | 13,650 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $277,368 | 13,650 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $378,241 | 13,650 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $445,126 | 13,650 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||