Position in UFCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$78,931,796
+$23,713,584 QoQ
Shares Held
1,505,183
+1.0% QoQ
Ownership
5.86%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,116,773,701 across 39 Insurance - Property & Casualty names. UFCS ranks #21 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,555,980 | $1,173,900,116 | |
| 2 | CB |
Chubb Ltd
|
2,194,103 | $747,618,654 | |
| 3 | ALL |
Allstate Corp
|
3,071,488 | $730,829,851 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,445,102 | $534,132,530 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
158,954 | $329,573,617 | |
| 6 | AIZ |
Assurant, Inc.
|
1,199,305 | $322,049,369 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,615,302 | $299,057,009 | |
| 8 | ORI |
Old Republic International Corp
|
6,994,582 | $286,218,293 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,931,796 | 1,505,183 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $55,218,212 | 1,489,968 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $53,712,175 | 1,477,639 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,618,594 | 1,466,752 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,888,279 | 1,459,522 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $42,093,860 | 1,428,848 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $39,981,352 | 1,405,320 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,249,302 | 1,349,704 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $29,231,491 | 1,360,237 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $30,948,556 | 1,421,615 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,848,319 | 1,483,515 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $30,791,433 | 1,559,060 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,504,111 | 1,655,080 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $45,733,832 | 1,722,555 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $46,080,721 | 1,684,237 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $47,178,277 | 1,642,126 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $54,345,291 | 1,587,651 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $47,218,104 | 1,519,733 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $36,040,529 | 1,554,141 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $37,180,212 | 1,609,533 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $46,362,563 | 1,671,928 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $59,383,555 | 1,706,424 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $44,293,166 | 1,764,668 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $37,238,533 | 1,832,605 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $51,552,598 | 1,860,433 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $62,667,582 | 1,921,729 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||