Position in UFCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$650,675
+$202,138 QoQ
Shares Held
12,408
+2.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 226 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $253,062,072 across 42 Insurance - Property & Casualty names. UFCS ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
152,058 | $51,812,242 | |
| 2 | TRV |
Travelers Companies, Inc.
|
121,862 | $40,229,083 | |
| 3 | ALL |
Allstate Corp
|
164,202 | $39,070,223 | |
| 4 | L |
Loews Corp
|
219,471 | $24,846,311 | |
| 5 | CINF |
Cincinnati Financial Corp
|
131,696 | $24,382,197 | |
| 6 | PGR |
Progressive Corp/Oh/
|
79,349 | $17,333,789 | |
| 7 | WRB |
Berkley W R Corp
|
227,559 | $16,049,736 | |
| 8 | AIZ |
Assurant, Inc.
|
24,771 | $6,651,756 |
All Filings in UFCS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,675 | 12,408 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $448,537 | 12,103 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $370,879 | 10,203 | Shares | Sole | 2026-02-18 | |
| 2024-12-31 | $217,016 | 7,628 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $282,186 | 9,822 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $303,722 | 8,873 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $274,752 | 8,843 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $221,302 | 9,543 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $220,443 | 9,543 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $264,627 | 9,543 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $332,444 | 9,553 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $291,862 | 11,628 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $236,280 | 11,628 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $325,093 | 11,732 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $413,168 | 12,670 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||