Position in UFCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,936,110
+$6,501,800 QoQ
Shares Held
475,517
-4.4% QoQ
Ownership
1.85%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $8,243,916,026 across 41 Insurance - Property & Casualty names. UFCS ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,278,975 | $2,682,342,083 | |
| 2 | CB |
Chubb Ltd
|
4,534,497 | $1,545,084,505 | |
| 3 | ALL |
Allstate Corp
|
5,927,387 | $1,410,362,459 | |
| 4 | TRV |
Travelers Companies, Inc.
|
2,823,646 | $932,142,015 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,879,069 | $347,890,832 | |
| 6 | AIZ |
Assurant, Inc.
|
1,004,116 | $269,635,268 | |
| 7 | MKL |
Markel Group Inc.
|
118,590 | $231,607,452 | |
| 8 | WRB |
Berkley W R Corp
|
2,849,413 | $200,969,096 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,936,110 | 475,517 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,434,310 | 497,418 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $18,251,440 | 502,103 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,160,834 | 531,257 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $16,276,514 | 567,126 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,900,983 | 607,637 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,139,074 | 602,428 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,844,276 | 613,678 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,938,932 | 602,091 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,998,967 | 551,170 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,805,097 | 487,331 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,605,963 | 486,378 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,954,951 | 483,449 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,017,116 | 490,287 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,874,355 | 470,554 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $13,617,097 | 473,968 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,960,208 | 495,478 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,503,523 | 498,987 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,451,220 | 364,434 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $10,807,356 | 467,851 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,288,353 | 443,143 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $14,650,728 | 420,998 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,444,871 | 137,246 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,258,675 | 160,368 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,384,662 | 158,234 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,469,329 | 137,054 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||