Covestor’s United Fire Group UFCS Stock Holding History

Covestor’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 Q1	$29K	Sell	772 -56	-7%	-$2.07K	0.02%	971
2025 Q4	$30K	Sell	828 -794	-49%	-$27.1K	0.02%	1109
2025 Q3	$49K	Buy	1,622 +1,575	+3,351%	+$46.4K	0.03%	918
2025 Q2	$1K	Buy	+47	New	+$1.31K	﹤0.01%	2107
2023 Q2	–	Sell	-84	Closed	-$2K	–	2676
2023 Q1	$2K	Buy	84 +33	+65%	+$939	﹤0.01%	1797
2022 Q4	$1K	Sell	51 -3	-6%	-$88	﹤0.01%	1944
2022 Q3	$2K	Sell	54 -41	-43%	-$1.26K	﹤0.01%	1747
2022 Q2	$3K	Buy	+95	New	+$2.96K	﹤0.01%	1562

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Covestor's UFCS Position: Q1 2026 in Review

Covestor reduced its United Fire Group (UFCS) stake by 6.8% in Q1 2026, selling an estimated $2.07K and leaving 772 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #971.

Covestor first reported a position in UFCS in Q2 2022 and has held it in 8 quarters since. The position peaked at $49K in Q3 2025. 219 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

Covestor held 772 shares of United Fire Group worth $29K as of Q1 2026.
Covestor sold 56 United Fire Group shares in Q1 2026, an estimated $2.07K.
United Fire Group made up 0.02% of Covestor's portfolio in Q1 2026, its #971 holding.
Covestor first reported a position in United Fire Group in Q2 2022 and has held it in 8 quarters since.
Covestor's United Fire Group position peaked at $49K in Q3 2025.
219 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.