Position in UFCS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,750
-$47,582 QoQ
Shares Held
205
-87.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#190
of 226 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Essential Partners LLC holds $2,224,880 across 39 Insurance - Property & Casualty names. UFCS ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,190 | $1,086,960 | |
| 2 | TRV |
Travelers Companies, Inc.
|
832 | $274,659 | |
| 3 | MKL |
Markel Group Inc.
|
61 | $119,133 | |
| 4 | KMPR |
KEMPER Corp
|
4,108 | $110,751 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
317 | $104,549 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
415 | $88,859 | |
| 7 | AFG |
American Financial Group Inc
|
427 | $59,754 | |
| 8 | WRB |
Berkley W R Corp
|
761 | $53,673 |
All Filings in UFCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,750 | 205 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $58,332 | 1,574 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $57,396 | 1,579 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $44,230 | 1,454 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $42,074 | 1,466 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||