Position in UFCS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$396,542
+$51,217 QoQ
Shares Held
10,700
+12.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026BAILARD, INC. holds $28,379,999 across 10 Insurance - Property & Casualty names. UFCS ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
60,047 | $19,571,118 | |
| 2 | ALL |
Allstate Corp
|
23,130 | $4,795,774 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,375 | $1,276,100 | |
| 4 | AII |
American Integrity Insurance Group, Inc.
|
26,300 | $507,064 | |
| 5 | HRTG |
Heritage Insurance Holdings, Inc.
|
18,679 | $490,323 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,264 | $448,815 | |
| 7 | UFCS |
United Fire Group Inc
This page
|
10,700 | $396,542 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
11,209 | $382,899 |
All Filings in UFCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $396,542 | 10,700 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $345,325 | 9,500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $288,990 | 9,500 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $272,650 | 9,500 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $279,870 | 9,500 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||