Position in UFCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,334,058
+$2,350,053 QoQ
Shares Held
82,648
+54.4% QoQ
Ownership
0.322%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $7,048,903,851 across 43 Insurance - Property & Casualty names. UFCS ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
10,295,927 | $2,249,145,240 | |
| 2 | CB |
Chubb Ltd
|
4,176,382 | $1,423,060,393 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,112,602 | $1,027,532,161 | |
| 4 | L |
Loews Corp
|
8,149,382 | $922,591,532 | |
| 5 | LMND |
Lemonade, Inc.
|
5,392,829 | $350,803,521 | |
| 6 | ALL |
Allstate Corp
|
1,085,549 | $258,295,523 | |
| 7 | WRB |
Berkley W R Corp
|
2,154,477 | $151,955,255 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
455,789 | $150,323,763 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,334,058 | 82,648 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,984,005 | 53,535 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,770,341 | 76,213 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,042,634 | 132,894 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,085,552 | 177,197 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,735,829 | 194,699 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,060,599 | 177,877 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,085,107 | 99,623 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,682,042 | 78,271 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,187,072 | 54,528 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $909,523 | 45,205 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $577,468 | 29,239 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $519,886 | 22,943 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $452,064 | 17,027 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $350,728 | 12,849 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $366,881 | 12,770 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $394,157 | 11,515 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $447,562 | 14,405 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $755,575 | 32,582 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $561,329 | 24,300 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $363,734 | 13,117 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $442,133 | 12,705 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $985,174 | 39,250 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $549,939 | 27,064 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,064,978 | 38,433 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $767,997 | 23,551 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||