InceptionR’s United Fire Group UFCS Stock Holding History

InceptionR’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
2025 Q1	–	Sell	-8,946	Closed	-$255K	–	847
2024 Q4	$255K	Buy	+8,946	New	+$226K	0.06%	509

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

InceptionR's UFCS Position: Q1 2025 in Review

InceptionR sold out of United Fire Group (UFCS) in Q1 2025, closing a stake of 8,946 shares — an estimated $255K sold.

InceptionR first reported a position in UFCS in Q4 2024 and held it in 1 quarter. The position peaked at $255K in Q4 2024. 181 funds tracked by Wall St. Rank hold UFCS as of Q1 2025.

InceptionR reported no remaining United Fire Group position as of Q1 2025 after selling out during the quarter.
InceptionR sold 8,946 United Fire Group shares in Q1 2025, an estimated $255K.
InceptionR first reported a position in United Fire Group in Q4 2024 and held it in 1 quarter.
InceptionR's United Fire Group position peaked at $255K in Q4 2024.
181 funds tracked by Wall St. Rank held United Fire Group as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.