Position in UFCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,764
+$2,651 QoQ
Shares Held
129
+16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 226 holders
Holding Since
Jun 2024
7 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, 2026Larson Financial Group LLC holds $11,378,999 across 37 Insurance - Property & Casualty names. UFCS ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
18,483 | $3,421,942 | |
| 2 | CB |
Chubb Ltd
|
8,738 | $2,977,386 | |
| 3 | ALL |
Allstate Corp
|
4,470 | $1,063,591 | |
| 4 | TRV |
Travelers Companies, Inc.
|
2,296 | $757,955 | |
| 5 | AFG |
American Financial Group Inc
|
4,845 | $678,009 | |
| 6 | RLI |
Rli Corp
|
10,957 | $647,229 | |
| 7 | PGR |
Progressive Corp/Oh/
|
2,338 | $510,736 | |
| 8 | BOW |
Bowhead Specialty Holdings Inc.
|
10,165 | $304,238 |
All Filings in UFCS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,764 | 129 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,113 | 111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $254 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $88 | 3 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,109 | 39 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $62 | 3 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $64 | 3 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||