Diversified Trust’s United Fire Group UFCS Stock Holding History

Diversified Trust’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	$271K	Buy	+5,172	New	+$230K	﹤0.01%	950

Other funds holding UFCS

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Diversified Trust's UFCS Position: Q2 2026 in Review

Diversified Trust opened a new position in United Fire Group (UFCS) in Q2 2026: 5,172 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

20 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Diversified Trust held 5,172 shares of United Fire Group worth $271K as of Q2 2026.
United Fire Group was a new Diversified Trust position in Q2 2026.
United Fire Group made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #950 holding.
20 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.