Gilpin Wealth Management
UFCS icon

Gilpin Wealth Management’s United Fire Group UFCS Stock Holding History

Gilpin Wealth Management’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 		$158 Hold
3
– – ﹤0.01% 1202
2026
Q2 		$158 Hold
3
– – ﹤0.01% 968
2026
Q1 		$112 Buy
+3
New +$111 ﹤0.01% 941

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Wilmington Savings Fund Society
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Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $419M AUM 19.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Gilpin Wealth Management's UFCS Position: Q3 2026 in Review

Gilpin Wealth Management held its United Fire Group (UFCS) position steady in Q3 2026 at 3 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Gilpin Wealth Management first reported a position in UFCS in Q1 2026 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Gilpin Wealth Management held 3 shares of United Fire Group worth $158 as of Q3 2026.
  • Gilpin Wealth Management left its United Fire Group share count unchanged in Q3 2026.
  • United Fire Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1202 holding.
  • Gilpin Wealth Management first reported a position in United Fire Group in Q1 2026 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.