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Horizon Investments’s United Fire Group UFCS Stock Holding History

Horizon 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 		$698K Buy
18,838
+1,941
+11% +$71.6K 0.01% 791
2025
Q4 		$614K Sell
16,897
-1,325
-7% -$45.3K 0.01% 790
2025
Q3 		$554K Buy
18,222
+1,773
+11% +$52.2K 0.01% 795
2025
Q2 		$472K Buy
+16,449
New +$460K 0.01% 808

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
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
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

Horizon Investments's UFCS Position: Q1 2026 in Review

Horizon Investments increased its United Fire Group (UFCS) stake by 11% in Q1 2026, buying an estimated $71.6K and bringing the position to 18,838 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #791.

Horizon Investments first reported a position in UFCS in Q2 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Horizon Investments held 18,838 shares of United Fire Group worth $698K as of Q1 2026.
  • Horizon Investments bought 1,941 United Fire Group shares in Q1 2026, an estimated $71.6K.
  • United Fire Group made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #791 holding.
  • Horizon Investments first reported a position in United Fire Group in Q2 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.