Franklin Resources
UFCS icon

Franklin Resources’s United Fire Group UFCS Stock Holding History

Franklin Resources’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 		$2.75M Buy
74,204
+57,806
+353% +$2.13M ﹤0.01% 1795
2025
Q4 		$596K Buy
16,398
+1,825
+13% +$62.4K ﹤0.01% 2327
2025
Q3 		$443K Buy
14,573
+1,225
+9% +$36.1K ﹤0.01% 2487
2025
Q2 		$383K Hold
13,348
– – ﹤0.01% 2450
2025
Q1 		$393K Buy
+13,348
New +$361K ﹤0.01% 2363
2024
Q2 		– Sell
-106,527
Closed -$2.32M – 2976
2024
Q1 		$2.32M Hold
106,527
– – ﹤0.01% 1669
2023
Q4 		$2.14M Sell
106,527
-11
-0% -$223 ﹤0.01% 1375
2023
Q3 		$2.1M Sell
106,538
-49
-0% -$1.03K ﹤0.01% 1375
2023
Q2 		$2.42M Buy
106,587
+100
+0.1% +$2.47K ﹤0.01% 1341
2023
Q1 		$2.83M Buy
106,487
+24,015
+29% +$683K ﹤0.01% 1270
2022
Q4 		$2.26M Buy
82,472
+8,400
+11% +$245K ﹤0.01% 1338
2022
Q3 		$2.13M Buy
74,072
+97
+0.1% +$2.99K ﹤0.01% 1324
2022
Q2 		$2.53M Buy
73,975
+25,287
+52% +$789K ﹤0.01% 1287
2022
Q1 		$1.51M Buy
+48,688
New +$1.29M ﹤0.01% 1490

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return