EverSource Wealth Advisors, LLC

Position in UFCS — United Fire Group Inc

CIK 1710537 BIRMINGHAM, AL

Position in UFCS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$56,685

-$8,944 QoQ

Shares Held

1,081

-39.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#174

of 226 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $20,122,308 across 42 Insurance - Property & Casualty names. UFCS ranks #17 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	66,007	$14,419,224
2	CB	Chubb Ltd	5,695	$1,940,507
3	TRV	Travelers Companies, Inc.	2,280	$752,668
4	ALL	Allstate Corp	2,227	$529,887
5	WRB	Berkley W R Corp	3,936	$277,600
6	CINF	Cincinnati Financial Corp	1,413	$261,598
7	L	Loews Corp	2,207	$249,850
8	ORI	Old Republic International Corp	6,097	$249,485

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,685	1,081	-39.0%	Shares	Sole	2026-07-24
2026-03-31	$65,629	1,771	+2.6%	Shares	Sole	2026-05-18
2025-12-31	$62,738	1,726	+23.6%	Shares	Sole	2026-02-06
2025-09-30	$42,494	1,397	-11.0%	Shares	Sole	2025-11-10
2025-06-30	$45,057	1,570	+812.8%	Shares	Sole	2025-08-13
2025-03-31	$5,067	172	+309.5%	Shares	Sole	2025-05-13
2024-12-31	$1,194	42	-22.2%	Shares	Sole	2025-02-10
2023-06-30	$1,223	54	0.0%	Shares	Sole	2023-08-04
2023-03-31	$1,433	54	0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,477	54	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,551	54	0.0%	Shares	Sole	2022-11-07
2022-06-30	$1,848	54	0.0%	Shares	Sole	2022-08-01
2022-03-31	$1,677	54	0.0%	Shares	Sole	2022-05-25
2021-12-31	$1,252	54	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.