Citadel Advisors
UFCS icon

Citadel Advisors’s United Fire Group UFCS Stock Holding History

Citadel Advisors’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
Q1 		– Sell
-6,900
Closed -$196K – 15604
2024
Q4 		$196K Buy
6,900
+2,100
+44% +$52.9K ﹤0.01% 10490
2024
Q3 		$100K Buy
+4,800
New +$99.3K ﹤0.01% 11108
2024
Q2 		– Sell
-300
Closed -$6.53K – 15449
2024
Q1 		$6.53K Buy
300
+200
+200% +$4.45K ﹤0.01% 13662
2023
Q4 		$2.01K Buy
+100
New +$2.03K ﹤0.01% 13751
2023
Q2 		– Sell
-1,600
Closed -$42.5K – 15265
2023
Q1 		$42.5K Sell
1,600
-1,300
-45% -$37K ﹤0.01% 12372
2022
Q4 		$79.3K Buy
+2,900
New +$84.6K ﹤0.01% 11542

Other funds holding UFCS

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BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
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SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return