Hotchkis & Wiley Capital Management
UFCS icon

Hotchkis & Wiley Capital Management’s United Fire Group UFCS Stock Holding History

Hotchkis & Wiley 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
Q1 		– Sell
-117,098
Closed -$4.26M – 526
2025
Q4 		$4.26M Hold
117,098
– – 0.01% 397
2025
Q3 		$3.56M Sell
117,098
-9,922
-8% -$292K 0.01% 416
2025
Q2 		$3.65M Sell
127,020
-19,000
-13% -$531K 0.01% 425
2025
Q1 		$4.3M Sell
146,020
-7,200
-5% -$195K 0.01% 394
2024
Q4 		$4.36M Buy
153,220
+22,300
+17% +$562K 0.01% 401
2024
Q3 		$2.74M Buy
+130,920
New +$2.71M 0.01% 456
2023
Q3 		– Sell
-111,644
Closed -$2.53M – 530
2023
Q2 		$2.53M Buy
111,644
+27,950
+33% +$690K 0.01% 451
2023
Q1 		$2.22M Buy
83,694
+1,700
+2% +$48.4K 0.01% 442
2022
Q4 		$2.24M Buy
+81,994
New +$2.39M 0.01% 452
2020
Q3 		– Sell
-165,550
Closed -$4.59M – 487
2020
Q2 		$4.59M Buy
165,550
+40,080
+32% +$1.13M 0.02% 199
2020
Q1 		$4.09M Buy
125,470
+6,200
+5% +$252K 0.02% 197
2019
Q4 		$5.22M Buy
119,270
+60,950
+105% +$2.72M 0.02% 293
2019
Q3 		$2.74M Buy
58,320
+1,290
+2% +$61.3K 0.01% 370
2019
Q2 		$2.76M Buy
+57,030
New +$2.61M 0.01% 364
2018
Q2 		– Sell
-38,554
Closed -$1.84M – 530
2018
Q1 		$1.84M Buy
38,554
+4,680
+14% +$211K 0.01% 157
2017
Q4 		$1.54M Buy
+33,874
New +$1.58M 0.01% 221

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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management's UFCS Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management sold out of United Fire Group (UFCS) in Q1 2026, closing a stake of 117,098 shares — an estimated $4.26M sold.

Hotchkis & Wiley Capital Management first reported a position in UFCS in Q4 2017 and held it in 16 quarters. The position peaked at $5.22M in Q4 2019. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Hotchkis & Wiley Capital Management reported no remaining United Fire Group position as of Q1 2026 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 117,098 United Fire Group shares in Q1 2026, an estimated $4.26M.
  • Hotchkis & Wiley Capital Management first reported a position in United Fire Group in Q4 2017 and held it in 16 quarters.
  • Hotchkis & Wiley Capital Management's United Fire Group position peaked at $5.22M in Q4 2019.
  • 220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2026, filed 15 May 2026.