Covestor
UFCS icon

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
Q3 		$28K Sell
539
-163
-23% -$8.67K 0.02% 986
2026
Q2 		$37K Sell
702
-70
-9% -$3.11K 0.02% 941
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return

Covestor's UFCS Position: Q3 2026 in Review

Covestor reduced its United Fire Group (UFCS) stake by 23% in Q3 2026, selling an estimated $8.67K and leaving 539 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #986.

Covestor first reported a position in UFCS in Q2 2022 and has held it in 10 quarters since. The position peaked at $49K in Q3 2025. 187 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Covestor held 539 shares of United Fire Group worth $28K as of Q3 2026.
  • Covestor sold 163 United Fire Group shares in Q3 2026, an estimated $8.67K.
  • United Fire Group made up 0.02% of Covestor's portfolio in Q3 2026, its #986 holding.
  • Covestor first reported a position in United Fire Group in Q2 2022 and has held it in 10 quarters since.
  • Covestor's United Fire Group position peaked at $49K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.