Position in UFCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,659,137
+$7,158,624 QoQ
Shares Held
317,680
+23.9% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $9,331,264,581 across 44 Insurance - Property & Casualty names. UFCS ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,313,526 | $2,034,539,747 | |
| 2 | CB |
Chubb Ltd
|
5,286,296 | $1,801,252,490 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,826,776 | $1,263,295,283 | |
| 4 | ALL |
Allstate Corp
|
3,666,312 | $872,362,272 | |
| 5 | MKL |
Markel Group Inc.
|
350,660 | $684,842,481 | |
| 6 | WRB |
Berkley W R Corp
|
8,252,790 | $582,069,271 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,912,381 | $354,058,209 | |
| 8 | L |
Loews Corp
|
2,418,752 | $273,826,907 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,659,137 | 317,680 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,500,513 | 256,355 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,715,347 | 322,293 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,269,459 | 271,843 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,816,039 | 272,336 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $8,245,469 | 279,887 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,075,910 | 248,714 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,798,506 | 277,043 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,203,622 | 288,675 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,788,350 | 219,952 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,195,841 | 208,541 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,014,538 | 152,635 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,135,379 | 182,497 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,522,370 | 207,999 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,284,020 | 266,229 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,839,378 | 272,864 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,724,260 | 284,086 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,765,607 | 153,383 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,666,800 | 158,120 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,624,733 | 113,625 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,007,095 | 108,442 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,530,484 | 158,922 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,936,297 | 116,984 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,271,543 | 62,576 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,328,272 | 156,199 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,945,609 | 59,663 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||