Heron Bay Capital Management
Position in UFCS — United Fire Group Inc
CIK 1842149
BLOOMFIELD HILLS, MI
Position in UFCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$482,343
New position
Shares Held
9,198
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#114
of 226 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Heron Bay Capital Management holds $1,008,786 across 2 Insurance - Property & Casualty names. UFCS ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,545 | $526,443 | |
| 2 | UFCS |
United Fire Group Inc
This page
|
9,198 | $482,343 |
All Filings in UFCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,343 | 9,198 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||