Position in UFCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,085,076
+$1,268,331 QoQ
Shares Held
77,900
+2.5% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#40
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $168,622,429 across 24 Insurance - Property & Casualty names. UFCS ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
93,416 | $30,838,489 | |
| 2 | ALL |
Allstate Corp
|
120,099 | $28,576,356 | |
| 3 | PGR |
Progressive Corp/Oh/
|
104,623 | $22,854,894 | |
| 4 | CB |
Chubb Ltd
|
56,252 | $19,167,306 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
83,765 | $17,935,761 | |
| 6 | L |
Loews Corp
|
110,894 | $12,554,309 | |
| 7 | MCY |
Mercury General Corp
|
51,649 | $5,506,816 | |
| 8 | SIGI |
Selective Insurance Group Inc
|
46,532 | $4,514,069 |
All Filings in UFCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,085,076 | 77,900 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,816,745 | 76,005 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,514,329 | 69,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,120,425 | 69,705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,996,859 | 69,577 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,010,762 | 68,254 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,363,494 | 47,926 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $922,803 | 44,090 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $927,142 | 43,143 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $622,142 | 28,578 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $559,878 | 27,827 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $557,740 | 28,240 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $639,895 | 28,239 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $738,063 | 27,799 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $746,900 | 27,299 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $763,959 | 26,591 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $899,872 | 26,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $800,891 | 25,777 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $588,492 | 25,377 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $581,588 | 25,177 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $310,825 | 11,209 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $393,553 | 11,309 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $303,935 | 12,109 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,154,358 | 56,809 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,206,296 | 115,709 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,773,270 | 115,709 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||