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UFCS icon

Inspire Investing’s United Fire Group UFCS Stock Holding History

Inspire Investing’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
Q4 		– Sell
-32,821
Closed -$998K – 1176
2025
Q3 		$998K Buy
+32,821
New +$967K 0.1% 235
2025
Q2 		– Sell
-26,568
Closed -$783K – 869
2025
Q1 		$783K Buy
+26,568
New +$718K 0.09% 206
2021
Q3 		– Sell
-9,174
Closed -$254K – 928
2021
Q2 		$254K Buy
9,174
+278
+3% +$8.66K 0.03% 559
2021
Q1 		$310K Sell
8,896
-4,062
-31% -$128K 0.05% 515
2020
Q4 		$325K Buy
+12,958
New +$295K 0.07% 403

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return