Position in UFCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$209
+$61 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 226 holders
Holding Since
Dec 2025
3 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, 2026Ankerstar Wealth, LLC holds $84,588 across 12 Insurance - Property & Casualty names. UFCS ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
218 | $47,622 | |
| 2 | CB |
Chubb Ltd
|
50 | $17,037 | |
| 3 | RLI |
Rli Corp
|
200 | $11,814 | |
| 4 | AIZ |
Assurant, Inc.
|
15 | $4,027 | |
| 5 | PLMR |
Palomar Holdings, Inc.
|
9 | $1,137 | |
| 6 | TRUP |
Trupanion, Inc.
|
26 | $644 | |
| 7 | MCY |
Mercury General Corp
|
5 | $533 | |
| 8 | SAFT |
Safety Insurance Group Inc
|
7 | $524 |
All Filings in UFCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209 | 4 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $148 | 4 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $145 | 4 | Shares | Other | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||