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CSM Advisors’s United Fire Group UFCS Stock Holding History

CSM 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
2026
Q2 		$6.04M Buy
115,190
+18,255
+19% +$811K 0.13% 191
2026
Q1 		$3.59M Sell
96,935
-500
-0.5% -$18.4K 0.09% 255
2025
Q4 		$3.54M Sell
97,435
-23,865
-20% -$816K 0.1% 230
2025
Q3 		$3.69M Sell
121,300
-23,445
-16% -$691K 0.1% 232
2025
Q2 		$4.15M Buy
+144,745
New +$4.05M 0.12% 199

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 $3.37T AUM 44.26% 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

CSM Advisors's UFCS Position: Q2 2026 in Review

CSM Advisors increased its United Fire Group (UFCS) stake by 19% in Q2 2026, buying an estimated $811K and bringing the position to 115,190 shares worth $6.04M. The position accounts for 0.13% of the portfolio, ranked #191.

CSM Advisors first reported a position in UFCS in Q2 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • CSM Advisors held 115,190 shares of United Fire Group worth $6.04M as of Q2 2026.
  • CSM Advisors bought 18,255 United Fire Group shares in Q2 2026, an estimated $811K.
  • United Fire Group made up 0.13% of CSM Advisors's portfolio in Q2 2026, its #191 holding.
  • CSM Advisors first reported a position in United Fire Group in Q2 2025 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.