Jim Simons’s United Fire Group UFCS Stock Holding History

Jim Simons’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	$2.55M	Sell	68,910 -71,600	-51%	-$2.64M	﹤0.01%	1752
2025 Q4	$5.11M	Buy	140,510 +68,227	+94%	+$2.33M	0.01%	1294
2025 Q3	$2.2M	Sell	72,283 -36,600	-34%	-$1.08M	﹤0.01%	2009
2025 Q2	$3.12M	Sell	108,883 -5,400	-5%	-$151K	﹤0.01%	1814
2025 Q1	$3.37M	Buy	114,283 +40,200	+54%	+$1.09M	0.01%	1675
2024 Q4	$2.11M	Sell	74,083 -22,400	-23%	-$565K	﹤0.01%	2016
2024 Q3	$2.02M	Buy	96,483 +30,500	+46%	+$631K	﹤0.01%	2015
2024 Q2	$1.42M	Sell	65,983 -36,355	-36%	-$804K	﹤0.01%	2107
2024 Q1	$2.23M	Buy	102,338 +72,055	+238%	+$1.6M	﹤0.01%	1961
2023 Q4	$609K	Buy	30,283 +9,500	+46%	+$193K	﹤0.01%	2696
2023 Q3	$410K	Buy	+20,783	New	+$435K	﹤0.01%	2802
2023 Q2	–	Sell	-8,983	Closed	-$238K	–	4279
2023 Q1	$238K	Buy	+8,983	New	+$256K	﹤0.01%	3210
2022 Q1	–	Sell	-28,483	Closed	-$661K	–	4473
2021 Q4	$661K	Buy	28,483 +9,400	+49%	+$211K	﹤0.01%	2937
2021 Q3	$441K	Buy	19,083 +2,283	+14%	+$57.1K	﹤0.01%	2934
2021 Q2	$466K	Sell	16,800 -33,056	-66%	-$1.03M	﹤0.01%	2990
2021 Q1	$1.74M	Sell	49,856 -74,383	-60%	-$2.35M	﹤0.01%	2312
2020 Q4	$3.12M	Sell	124,239 -112,321	-47%	-$2.56M	﹤0.01%	1871
2020 Q3	$4.81M	Buy	236,560 +69,521	+42%	+$1.74M	﹤0.01%	1599
2020 Q2	$4.63M	Sell	167,039 -20,017	-11%	-$565K	﹤0.01%	1691
2020 Q1	$6.1M	Buy	187,056 +13,400	+8%	+$544K	0.01%	1451
2019 Q4	$7.59M	Buy	173,656 +3,117	+2%	+$139K	0.01%	1615
2019 Q3	$8.01M	Buy	170,539 +13,983	+9%	+$665K	0.01%	1529
2019 Q2	$7.59M	Sell	156,556 -16,900	-10%	-$772K	0.01%	1582
2019 Q1	$7.58M	Sell	173,456 -16,300	-9%	-$815K	0.01%	1538
2018 Q4	$10.5M	Buy	189,756 +9,456	+5%	+$487K	0.01%	1274
2018 Q3	$9.15M	Buy	180,300 +7,200	+4%	+$384K	0.01%	1414
2018 Q2	$9.44M	Buy	173,100 +1,500	+0.9%	+$77.9K	0.01%	1387
2018 Q1	$8.21M	Buy	171,600 +37,100	+28%	+$1.67M	0.01%	1494
2017 Q4	$6.13M	Buy	134,500 +9,300	+7%	+$435K	0.01%	1679
2017 Q3	$5.74M	Buy	125,200 +37,000	+42%	+$1.6M	0.01%	1687
2017 Q2	$3.89M	Buy	88,200 +32,600	+59%	+$1.41M	0.01%	1880
2017 Q1	$2.38M	Buy	55,600 +12,700	+30%	+$571K	﹤0.01%	2149
2016 Q4	$2.11M	Buy	42,900 +11,700	+38%	+$520K	﹤0.01%	2201
2016 Q3	$1.32M	Sell	31,200 -10,500	-25%	-$447K	﹤0.01%	2425
2016 Q2	$1.77M	Sell	41,700 -40,800	-49%	-$1.73M	﹤0.01%	2265
2016 Q1	$3.62M	Buy	82,500 +12,500	+18%	+$492K	0.01%	1857
2015 Q4	$2.68M	Buy	70,000 +15,500	+28%	+$588K	0.01%	1918
2015 Q3	$1.91M	Buy	54,500 +16,700	+44%	+$577K	﹤0.01%	2023
2015 Q2	$1.24M	Buy	37,800 +18,300	+94%	+$573K	﹤0.01%	2332
2015 Q1	$620K	Buy	+19,500	New	+$572K	﹤0.01%	2523
2014 Q4	–	Sell	-18,683	Closed	-$519K	–	3130
2014 Q3	$519K	Sell	18,683 -9,400	-33%	-$272K	﹤0.01%	2295
2014 Q2	$823K	Buy	+28,083	New	+$802K	﹤0.01%	2128
2013 Q3	–	Sell	-9,283	Closed	-$230K	–	2955
2013 Q2	$230K	Buy	+9,283	New	+$258K	﹤0.01%	2486

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jim Simons's UFCS Position: Q1 2026 in Review

Jim Simons reduced its United Fire Group (UFCS) stake by 51% in Q1 2026, selling an estimated $2.64M and leaving 68,910 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Jim Simons first reported a position in UFCS in Q2 2013 and has held it in 43 quarters since. The position peaked at $10.5M in Q4 2018. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

Jim Simons held 68,910 shares of United Fire Group worth $2.55M as of Q1 2026.
Jim Simons sold 71,600 United Fire Group shares in Q1 2026, an estimated $2.64M.
United Fire Group made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1752 holding.
Jim Simons first reported a position in United Fire Group in Q2 2013 and has held it in 43 quarters since.
Jim Simons's United Fire Group position peaked at $10.5M in Q4 2018.
220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.