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 Q3	$657K	Hold	12,500	–	–	0.01%	450
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

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Bailard's UFCS Position: Q3 2026 in Review

Bailard held its United Fire Group (UFCS) position steady in Q3 2026 at 12,500 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #450.

Bailard first reported a position in UFCS in Q4 2015 and has held it in 8 quarters since. The position peaked at $2.12M in Q4 2015. 16 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

Bailard held 12,500 shares of United Fire Group worth $657K as of Q3 2026.
Bailard left its United Fire Group share count unchanged in Q3 2026.
United Fire Group made up 0.01% of Bailard's portfolio in Q3 2026, its #450 holding.
Bailard first reported a position in United Fire Group in Q4 2015 and has held it in 8 quarters since.
Bailard's United Fire Group position peaked at $2.12M in Q4 2015.
16 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.