Hillsdale Investment Management’s United Fire Group UFCS Stock Holding History

Hillsdale Investment 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 Q1	$7.85M	Buy	211,768 +10,000	+5%	+$369K	0.21%	91
2025 Q4	$7.33M	Sell	201,768 -25,500	-11%	-$872K	0.2%	116
2025 Q3	$6.91M	Buy	227,268 +31,400	+16%	+$925K	0.21%	127
2025 Q2	$5.62M	Buy	195,868 +42,400	+28%	+$1.19M	0.21%	129
2025 Q1	$4.52M	Buy	153,468 +73,200	+91%	+$1.98M	0.23%	80
2024 Q4	$2.28M	Hold	80,268	–	–	0.12%	207
2024 Q3	$1.68M	Buy	+80,268	New	+$1.66M	0.13%	207
2019 Q3	–	Sell	-2,100	Closed	-$102K	–	679
2019 Q2	$102K	Buy	+2,100	New	+$95.9K	0.01%	419
2018 Q3	–	Sell	-140	Closed	-$8K	–	551
2018 Q2	$8K	Buy	+140	New	+$7.27K	﹤0.01%	379
2016 Q2	–	Sell	-9,000	Closed	-$394K	–	563
2016 Q1	$394K	Sell	9,000 -2,000	-18%	-$78.8K	0.13%	163
2015 Q4	$421K	Buy	11,000 +4,300	+64%	+$163K	0.16%	120
2015 Q3	$235K	Buy	+6,700	New	+$232K	0.08%	271
2014 Q2	–	Sell	-13,200	Closed	-$401K	–	593
2014 Q1	$401K	Buy	13,200 +4,000	+43%	+$112K	0.11%	119
2013 Q4	$264K	Buy	+9,200	New	+$275K	0.08%	243

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hillsdale Investment Management's UFCS Position: Q1 2026 in Review

Hillsdale Investment Management increased its United Fire Group (UFCS) stake by 5% in Q1 2026, buying an estimated $369K and bringing the position to 211,768 shares worth $7.85M. The position accounts for 0.21% of the portfolio, ranked #91.

Hillsdale Investment Management first reported a position in UFCS in Q4 2013 and has held it in 14 quarters since. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

Hillsdale Investment Management held 211,768 shares of United Fire Group worth $7.85M as of Q1 2026.
Hillsdale Investment Management bought 10,000 United Fire Group shares in Q1 2026, an estimated $369K.
United Fire Group made up 0.21% of Hillsdale Investment Management's portfolio in Q1 2026, its #91 holding.
Hillsdale Investment Management first reported a position in United Fire Group in Q4 2013 and has held it in 14 quarters since.
220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.