Position in UFCS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$655,500
+$258,958 QoQ
Shares Held
12,500
+16.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#103
of 230 holders
Holding Since
Mar 2025
6 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, 2026BAILARD, INC. holds $30,884,637 across 12 Insurance - Property & Casualty names. UFCS ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
58,736 | $20,013,704 | |
| 2 | ALL |
Allstate Corp
|
23,022 | $5,477,854 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,150 | $1,369,998 | |
| 4 | UFCS |
United Fire Group Inc
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|
12,500 | $655,500 | |
| 5 | UVE |
Universal Insurance Holdings, Inc.
|
13,309 | $550,460 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,402 | $524,716 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
2,400 | $513,888 | |
| 8 | HRTG |
Heritage Insurance Holdings, Inc.
|
18,679 | $487,148 |
All Filings in UFCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,500 | 12,500 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||