Annis Gardner Whiting Capital Advisors, LLC
Position in UFCS — United Fire Group Inc
CIK 1998414
TAMPA, FL
Position in UFCS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$296
+$6 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $10,640,298 across 7 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
142,979 | $3,728,892 | |
| 2 | PGR |
Progressive Corp/Oh/
|
13,772 | $3,008,493 | |
| 3 | ALL |
Allstate Corp
|
6,303 | $1,499,735 | |
| 4 | MKL |
Markel Group Inc.
|
690 | $1,347,576 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
228 | $472,732 | |
| 6 | CB |
Chubb Ltd
|
859 | $292,695 | |
| 7 | TRV |
Travelers Companies, Inc.
|
879 | $290,175 |
All Filings in UFCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296 | 8 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $290 | 8 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $243 | 8 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $229 | 8 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||