Heron Bay Capital Management’s United Fire Group UFCS Stock Holding History

Heron Bay Capital 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 Q2	$482K	Buy	+9,198	New	+$409K	0.04%	68

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heron Bay Capital Management's UFCS Position: Q2 2026 in Review

Heron Bay Capital Management opened a new position in United Fire Group (UFCS) in Q2 2026: 9,198 shares worth $482K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings.

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

Heron Bay Capital Management held 9,198 shares of United Fire Group worth $482K as of Q2 2026.
United Fire Group was a new Heron Bay Capital Management position in Q2 2026.
United Fire Group made up 0.04% of Heron Bay Capital Management's portfolio in Q2 2026, its #68 holding.
231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.