Position in UVE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,366,785
+$3,769,776 QoQ
Shares Held
589,139
-2.3% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 219 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in UVE 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. UVE ranks #23 (0.3% 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 UVE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,366,785 | 589,139 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,597,009 | 602,957 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,157,330 | 566,785 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $14,180,483 | 539,182 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $17,261,781 | 622,495 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $13,377,817 | 564,465 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,072,885 | 383,328 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $9,396,545 | 424,032 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $7,733,730 | 412,246 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,312,719 | 261,453 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,247,463 | 265,799 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,881,578 | 562,167 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,994,310 | 518,102 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,220,180 | 396,278 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,196,472 | 301,839 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,783,794 | 282,619 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,008,636 | 307,647 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,127,911 | 157,740 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,998,689 | 235,217 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,768,742 | 212,327 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,206,709 | 158,985 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,526,377 | 176,177 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,892,234 | 191,412 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,192,826 | 86,187 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,809,612 | 101,950 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,876,642 | 160,527 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||