HighTower Advisors’s United Fire Group UFCS Stock Holding History

HighTower Advisors’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	$229K	Buy	+4,376	New	+$194K	﹤0.01%	3435
2025 Q1	–	Sell	-11,502	Closed	-$327K	–	4060
2024 Q4	$327K	Sell	11,502 -352	-3%	-$8.87K	﹤0.01%	2828
2024 Q3	$256K	Buy	+11,854	New	+$245K	﹤0.01%	2935
2023 Q4	–	Sell	-10,599	Closed	-$214K	–	3859
2023 Q3	$214K	Buy	+10,599	New	+$222K	﹤0.01%	2862

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

HighTower Advisors's UFCS Position: Q2 2026 in Review

HighTower Advisors opened a new position in United Fire Group (UFCS) in Q2 2026: 4,376 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #3435 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in UFCS as recently as Q4 2024.

HighTower Advisors first reported a position in UFCS in Q3 2023 and has held it in 4 quarters since. The position peaked at $327K in Q4 2024. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

HighTower Advisors held 4,376 shares of United Fire Group worth $229K as of Q2 2026.
United Fire Group was a new HighTower Advisors position in Q2 2026.
United Fire Group made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3435 holding.
HighTower Advisors first reported a position in United Fire Group in Q3 2023 and has held it in 4 quarters since.
HighTower Advisors's United Fire Group position peaked at $327K in Q4 2024.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.