AG
UFCS icon

Algert Global’s United Fire Group UFCS Stock Holding History

Algert Global’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-34,650
Closed -$994K – 1347
2025
Q2 		$994K Sell
34,650
-6,899
-17% -$193K 0.02% 807
2025
Q1 		$1.22M Buy
+41,549
New +$1.12M 0.03% 729
2022
Q3 		– Sell
-30,835
Closed -$1.05M – 1348
2022
Q2 		$1.05M Buy
30,835
+390
+1% +$12.2K 0.08% 445
2022
Q1 		$946K Buy
+30,445
New +$808K 0.06% 547
2016
Q2 		– Sell
-4,958
Closed -$217K – 409
2016
Q1 		$217K Buy
+4,958
New +$195K 0.08% 309

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return