Position in UFCS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$574,847
+$171,190 QoQ
Shares Held
10,962
+0.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 226 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $132,105,812 across 24 Insurance - Property & Casualty names. UFCS ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
91,676 | $30,264,081 | |
| 2 | CB |
Chubb Ltd
|
66,206 | $22,559,032 | |
| 3 | ALL |
Allstate Corp
|
87,978 | $20,933,485 | |
| 4 | PGR |
Progressive Corp/Oh/
|
81,330 | $17,766,538 | |
| 5 | CINF |
Cincinnati Financial Corp
|
37,583 | $6,958,116 | |
| 6 | ORI |
Old Republic International Corp
|
154,294 | $6,313,710 | |
| 7 | WRB |
Berkley W R Corp
|
78,195 | $5,515,093 | |
| 8 | MKL |
Markel Group Inc.
|
1,942 | $3,792,745 |
All Filings in UFCS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,847 | 10,962 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $403,657 | 10,892 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $400,358 | 11,014 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $347,822 | 11,434 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $346,696 | 12,080 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $358,852 | 12,181 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $313,063 | 11,004 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $225,457 | 10,772 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $222,765 | 10,366 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||