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Concourse Financial Group Securities’s United Fire Group UFCS Stock Holding History

Concourse Financial Group Securities’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
-6,936
Closed -$177K – 1926
2024
Q4 		$177K Buy
6,936
+6,757
+3,775% +$170K 0.01% 771
2024
Q3 		$3.75K Sell
179
-54
-23% -$1.12K ﹤0.01% 1907
2024
Q2 		$5.01K Sell
233
-16
-6% -$354 ﹤0.01% 1871
2024
Q1 		$5.42K Hold
249
– – ﹤0.01% 1859
2023
Q4 		$5.01K Sell
249
-30
-11% -$608 ﹤0.01% 1845
2023
Q3 		$5.51K Sell
279
-11
-4% -$230 ﹤0.01% 1797
2023
Q2 		$6.57K Buy
290
+14
+5% +$346 ﹤0.01% 1774
2023
Q1 		$7.33K Sell
276
-16
-5% -$455 ﹤0.01% 1752
2022
Q4 		$7.99K Hold
292
– – ﹤0.01% 1731
2022
Q3 		$8K Buy
292
+30
+11% +$926 ﹤0.01% 1555
2022
Q2 		$9K Buy
262
+11
+4% +$343 ﹤0.01% 1704
2022
Q1 		$8K Buy
251
+47
+23% +$1.25K ﹤0.01% 1766
2021
Q4 		$5K Hold
204
– – ﹤0.01% 2062
2021
Q3 		$5K Hold
204
– – ﹤0.01% 2088
2021
Q2 		$6K Hold
204
– – ﹤0.01% 2023
2021
Q1 		$7K Buy
204
+123
+152% +$3.88K ﹤0.01% 1894
2020
Q4 		$2K Buy
81
+16
+25% +$365 ﹤0.01% 2127
2020
Q3 		$1K Hold
65
– – ﹤0.01% 2120
2020
Q2 		$2K Hold
65
– – ﹤0.01% 1941
2020
Q1 		$2K Buy
65
+16
+33% +$649 ﹤0.01% 1935
2019
Q4 		$2K Hold
49
– – ﹤0.01% 1931
2019
Q3 		$2K Buy
49
+17
+53% +$808 ﹤0.01% 1577
2019
Q2 		$2K Buy
+32
New +$1.46K ﹤0.01% 2038

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concourse Financial Group Securities's UFCS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of United Fire Group (UFCS) in Q1 2025, closing a stake of 6,936 shares — an estimated $177K sold.

Concourse Financial Group Securities first reported a position in UFCS in Q2 2019 and held it in 23 quarters. The position peaked at $177K in Q4 2024. 182 funds tracked by Wall St. Rank hold UFCS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining United Fire Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,936 United Fire Group shares in Q1 2025, an estimated $177K.
  • Concourse Financial Group Securities first reported a position in United Fire Group in Q2 2019 and held it in 23 quarters.
  • Concourse Financial Group Securities's United Fire Group position peaked at $177K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held United Fire Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.