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UFCS icon

Bailard’s United Fire Group UFCS Stock Holding History

Bailard’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
2026
Q2 		$656K Buy
12,500
+1,800
+17% +$79.9K 0.01% 466
2026
Q1 		$397K Buy
10,700
+1,200
+13% +$44.3K 0.01% 531
2025
Q4 		$345K Hold
9,500
– – 0.01% 538
2025
Q3 		$289K Hold
9,500
– – 0.01% 617
2025
Q2 		$273K Hold
9,500
– – 0.01% 631
2025
Q1 		$280K Buy
+9,500
New +$257K 0.01% 592
2016
Q1 		– Sell
-55,324
Closed -$2.12M – 349
2015
Q4 		$2.12M Buy
+55,324
New +$2.1M 0.93% 23

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Bailard's UFCS Position: Q2 2026 in Review

Bailard increased its United Fire Group (UFCS) stake by 17% in Q2 2026, buying an estimated $79.9K and bringing the position to 12,500 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #466.

Bailard first reported a position in UFCS in Q4 2015 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2015. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Bailard held 12,500 shares of United Fire Group worth $656K as of Q2 2026.
  • Bailard bought 1,800 United Fire Group shares in Q2 2026, an estimated $79.9K.
  • United Fire Group made up 0.01% of Bailard's portfolio in Q2 2026, its #466 holding.
  • Bailard first reported a position in United Fire Group in Q4 2015 and has held it in 7 quarters since.
  • Bailard's United Fire Group position peaked at $2.12M in Q4 2015.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.