Cerity Partners
UFCS icon

Cerity Partners’s United Fire Group UFCS Stock Holding History

Cerity Partners’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 		$1.91M Sell
36,481
-1,529
-4% -$67.9K ﹤0.01% 1623
2026
Q1 		$1.41M Buy
38,010
+2,790
+8% +$103K ﹤0.01% 1666
2025
Q4 		$1.28M Buy
+35,220
New +$1.2M ﹤0.01% 1580

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 $3.38T AUM 44.17% 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

Cerity Partners's UFCS Position: Q2 2026 in Review

Cerity Partners reduced its United Fire Group (UFCS) stake by 4% in Q2 2026, selling an estimated $67.9K and leaving 36,481 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Cerity Partners first reported a position in UFCS in Q4 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Cerity Partners held 36,481 shares of United Fire Group worth $1.91M as of Q2 2026.
  • Cerity Partners sold 1,529 United Fire Group shares in Q2 2026, an estimated $67.9K.
  • United Fire Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1623 holding.
  • Cerity Partners first reported a position in United Fire Group in Q4 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.