Position in UFCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,305,459
+$1,866,477 QoQ
Shares Held
101,172
+9.0% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 226 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $2,561,205,380 across 43 Insurance - Property & Casualty names. UFCS ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,852,983 | $1,312,865,426 | |
| 2 | WRB |
Berkley W R Corp
|
3,720,958 | $262,439,165 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,166,409 | $254,802,044 | |
| 4 | TRV |
Travelers Companies, Inc.
|
732,022 | $241,655,101 | |
| 5 | MKL |
Markel Group Inc.
|
59,018 | $115,262,742 | |
| 6 | ALL |
Allstate Corp
|
434,349 | $103,348,999 | |
| 7 | CINF |
Cincinnati Financial Corp
|
239,095 | $44,266,046 | |
| 8 | RLI |
Rli Corp
|
705,393 | $41,667,562 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,305,459 | 101,172 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,438,982 | 92,795 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,056,586 | 111,598 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,261,113 | 107,203 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,145,117 | 109,586 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,612,532 | 122,625 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,631,203 | 162,784 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,431,347 | 163,944 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,717,962 | 173,009 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,801,062 | 174,601 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,237,145 | 160,892 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,359,928 | 170,123 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,366,603 | 192,701 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,022,913 | 189,187 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,565,617 | 166,872 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,943,224 | 172,058 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,968,648 | 174,369 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,719,892 | 184,097 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,852,507 | 123,006 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,201,331 | 311,746 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,041,144 | 253,918 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,631,399 | 305,500 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,649,791 | 264,932 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,001,696 | 196,934 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,146,191 | 149,628 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,554,963 | 139,680 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||