Position in UFCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,040,563
+$2,448,152 QoQ
Shares Held
115,190
+18.8% QoQ
Ownership
0.448%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#28
of 226 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $16,715,446 across 4 Insurance - Property & Casualty names. UFCS ranks #1 (36.1% of the industry book) .
All Filings in UFCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,040,563 | 115,190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,592,411 | 96,935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,541,762 | 97,435 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,689,946 | 121,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,154,181 | 144,745 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||