Position in UFCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,311,826
+$1,447,682 QoQ
Shares Held
82,224
+6.4% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 93%
None 7%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $3,179,613,168 across 35 Insurance - Property & Casualty names. UFCS ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,367,693 | $1,828,987,710 | |
| 2 | ALL |
Allstate Corp
|
2,029,241 | $482,837,599 | |
| 3 | PGR |
Progressive Corp/Oh/
|
870,553 | $190,172,301 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
699,163 | $149,704,779 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
1,612,263 | $94,075,544 | |
| 6 | AFG |
American Financial Group Inc
|
568,157 | $79,507,890 | |
| 7 | TRV |
Travelers Companies, Inc.
|
196,534 | $64,879,801 | |
| 8 | CINF |
Cincinnati Financial Corp
|
219,084 | $40,561,208 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,311,826 | 82,224 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,864,144 | 77,284 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,275,752 | 90,117 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,203,077 | 72,422 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,591,409 | 90,293 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,587,854 | 87,843 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,620,557 | 92,111 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,065,727 | 98,697 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,735,037 | 80,737 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,796,590 | 82,526 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,692,454 | 84,118 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,650,250 | 83,557 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,313,721 | 102,106 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,888,507 | 108,795 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $2,875,809 | 105,110 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,906,729 | 101,174 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,168,568 | 92,567 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,852,971 | 91,824 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,131,717 | 91,924 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,132,915 | 92,334 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,668,208 | 96,221 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,740,442 | 107,484 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,806,881 | 111,828 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,244,871 | 110,476 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,544,523 | 127,915 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,828,374 | 270,726 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||