Position in UFCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36,812
+$8,202 QoQ
Shares Held
702
-9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#179
of 226 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Covestor Ltd holds $2,679,331 across 41 Insurance - Property & Casualty names. UFCS ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRCH |
Porch Group, Inc.
|
59,111 | $889,029 | |
| 2 | ALL |
Allstate Corp
|
748 | $177,979 | |
| 3 | PLMR |
Palomar Holdings, Inc.
|
1,169 | $147,749 | |
| 4 | TRV |
Travelers Companies, Inc.
|
393 | $129,737 | |
| 5 | AIZ |
Assurant, Inc.
|
475 | $127,551 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
58 | $120,256 | |
| 7 | MKL |
Markel Group Inc.
|
54 | $105,462 | |
| 8 | SIGI |
Selective Insurance Group Inc
|
1,063 | $103,121 |
All Filings in UFCS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,812 | 702 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,610 | 772 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $30,097 | 828 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $49,341 | 1,622 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1 | 47 | Shares | Sole | 2025-08-11 | |
| 2023-03-31 | $2 | 84 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 51 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,551 | 54 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,251 | 95 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||