Harbour Investments’s United Fire Group UFCS Stock Holding History

Harbour Investments’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	$32.8K	Buy	884 +104	+13%	+$3.84K	﹤0.01%	2581
2025 Q4	$28.4K	Buy	780 +12	+2%	+$410	﹤0.01%	2253
2025 Q3	$23.4K	Buy	768 +4	+0.5%	+$118	﹤0.01%	2263
2025 Q2	$21.9K	Buy	764 +59	+8%	+$1.65K	﹤0.01%	2185
2025 Q1	$20.8K	Sell	705 -65	-8%	-$1.76K	﹤0.01%	2175
2024 Q4	$21.9K	Buy	770 +73	+10%	+$1.84K	﹤0.01%	2087
2024 Q3	$14.6K	Buy	697 +5	+0.7%	+$103	﹤0.01%	2201
2024 Q2	$14.9K	Buy	692 +6	+0.9%	+$133	﹤0.01%	2091
2024 Q1	$14.9K	Buy	686 +5	+0.7%	+$111	﹤0.01%	2074
2023 Q4	$13.7K	Buy	+681	New	+$13.8K	﹤0.01%	2027
2021 Q4	–	Sell	-790	Closed	-$18K	–	3636
2021 Q3	$18K	Sell	790 -475	-38%	-$11.9K	﹤0.01%	2363
2021 Q2	$35K	Buy	1,265 +3	+0.2%	+$93	﹤0.01%	2014
2021 Q1	$44K	Buy	+1,262	New	+$39.8K	﹤0.01%	1769

Other funds holding UFCS

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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