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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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Algert Global's UFCS Position: Q3 2025 in Review

Algert Global sold out of United Fire Group (UFCS) in Q3 2025, closing a stake of 34,650 shares — an estimated $994K sold.

Algert Global first reported a position in UFCS in Q1 2016 and held it in 5 quarters. The position peaked at $1.22M in Q1 2025. 192 funds tracked by Wall St. Rank hold UFCS as of Q3 2025.

  • Algert Global reported no remaining United Fire Group position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 34,650 United Fire Group shares in Q3 2025, an estimated $994K.
  • Algert Global first reported a position in United Fire Group in Q1 2016 and held it in 5 quarters.
  • Algert Global's United Fire Group position peaked at $1.22M in Q1 2025.
  • 192 funds tracked by Wall St. Rank held United Fire Group as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.