Position in UFCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$297,859
+$89,286 QoQ
Shares Held
5,680
+0.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 226 holders
Holding Since
Mar 2021
17 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, 2026STIFEL FINANCIAL CORP holds $557,169,328 across 24 Insurance - Property & Casualty names. UFCS ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
871,924 | $297,099,380 | |
| 2 | PGR |
Progressive Corp/Oh/
|
275,475 | $60,177,510 | |
| 3 | TRV |
Travelers Companies, Inc.
|
140,430 | $46,358,749 | |
| 4 | ALL |
Allstate Corp
|
187,346 | $44,577,104 | |
| 5 | WRB |
Berkley W R Corp
|
620,960 | $43,796,306 | |
| 6 | CINF |
Cincinnati Financial Corp
|
90,208 | $16,701,106 | |
| 7 | RLI |
Rli Corp
|
228,443 | $13,494,125 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
26,252 | $8,658,171 |
All Filings in UFCS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,859 | 5,680 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $208,573 | 5,628 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $205,704 | 5,659 | Shares | Defined | 2026-02-13 | |
| 2025-03-31 | $308,298 | 10,465 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $325,695 | 11,448 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $236,529 | 11,301 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $237,421 | 11,048 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $245,979 | 11,299 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $232,104 | 11,536 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $210,298 | 10,648 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $224,560 | 9,910 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $276,810 | 10,426 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $272,861 | 9,973 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $222,226 | 7,735 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $230,984 | 6,748 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $224,915 | 7,239 | Shares | Defined | 2022-05-13 | |
| 2021-03-31 | $212,175 | 6,097 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||