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Brandywine Global Investment Management’s United Fire Group UFCS Stock Holding History

Brandywine Global Investment Management’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
Q4 		$2.28M Sell
62,670
-2,200
-3% -$75.2K 0.02% 463
2025
Q3 		$1.97M Buy
64,870
+20,180
+45% +$595K 0.01% 482
2025
Q2 		$1.28M Buy
44,690
+30,820
+222% +$862K 0.01% 522
2025
Q1 		$409K Buy
+13,870
New +$375K ﹤0.01% 536
2020
Q2 		– Sell
-50,232
Closed -$1.64M – 833
2020
Q1 		$1.64M Sell
50,232
-3,422
-6% -$139K 0.02% 466
2019
Q4 		$2.36M Sell
53,654
-2,664
-5% -$119K 0.02% 512
2019
Q3 		$2.65M Sell
56,318
-1,198
-2% -$57K 0.02% 492
2019
Q2 		$2.79M Sell
57,516
-1,512
-3% -$69.1K 0.02% 501
2019
Q1 		$2.58M Buy
59,028
+274
+0.5% +$13.7K 0.02% 480
2018
Q4 		$3.26M Sell
58,754
-78
-0.1% -$4.02K 0.02% 452
2018
Q3 		$2.99M Buy
58,832
+230
+0.4% +$12.3K 0.02% 497
2018
Q2 		$3.19M Sell
58,602
-4,693
-7% -$244K 0.02% 503
2018
Q1 		$3.03M Sell
63,295
-3,547
-5% -$160K 0.02% 508
2017
Q4 		$3.05M Sell
66,842
-9,465
-12% -$443K 0.02% 515
2017
Q3 		$3.5M Sell
76,307
-7,360
-9% -$319K 0.02% 495
2017
Q2 		$3.69M Sell
83,667
-3,397
-4% -$147K 0.02% 496
2017
Q1 		$3.72M Buy
87,064
+927
+1% +$41.7K 0.02% 505
2016
Q4 		$4.24M Sell
86,137
-2,990
-3% -$133K 0.03% 476
2016
Q3 		$3.77M Buy
89,127
+701
+0.8% +$29.9K 0.02% 487
2016
Q2 		$3.75M Sell
88,426
-1,500
-2% -$63.7K 0.03% 458
2016
Q1 		$3.94M Buy
89,926
+1,701
+2% +$67K 0.03% 453
2015
Q4 		$3.38M Sell
88,225
-3,054
-3% -$116K 0.02% 503
2015
Q3 		$3.2M Buy
91,279
+30,400
+50% +$1.05M 0.02% 505
2015
Q2 		$2M Hold
60,879
– – 0.01% 570
2015
Q1 		$1.94M Hold
60,879
– – 0.01% 574
2014
Q4 		$1.81M Hold
60,879
– – 0.01% 579
2014
Q3 		$1.69M Buy
60,879
+7,290
+14% +$211K 0.01% 570
2014
Q2 		$1.57M Sell
53,589
-5,300
-9% -$151K 0.01% 569
2014
Q1 		$1.79M Buy
58,889
+610
+1% +$17.1K 0.02% 549
2013
Q4 		$1.67M Sell
58,279
-3,430
-6% -$102K 0.02% 550
2013
Q3 		$1.88M Hold
61,709
– – 0.02% 547
2013
Q2 		$1.53M Buy
+61,709
New +$1.71M 0.02% 565

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brandywine Global Investment Management's UFCS Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its United Fire Group (UFCS) stake by 3.4% in Q4 2025, selling an estimated $75.2K and leaving 62,670 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #463.

Brandywine Global Investment Management first reported a position in UFCS in Q2 2013 and has held it in 32 quarters since. The position peaked at $4.24M in Q4 2016. 210 funds tracked by Wall St. Rank hold UFCS as of Q4 2025.

  • Brandywine Global Investment Management held 62,670 shares of United Fire Group worth $2.28M as of Q4 2025.
  • Brandywine Global Investment Management sold 2,200 United Fire Group shares in Q4 2025, an estimated $75.2K.
  • United Fire Group made up 0.02% of Brandywine Global Investment Management's portfolio in Q4 2025, its #463 holding.
  • Brandywine Global Investment Management first reported a position in United Fire Group in Q2 2013 and has held it in 32 quarters since.
  • Brandywine Global Investment Management's United Fire Group position peaked at $4.24M in Q4 2016.
  • 210 funds tracked by Wall St. Rank held United Fire Group as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.