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