Jupiter Asset Management’s United Fire Group UFCS Stock Holding History

Jupiter Asset 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 Q2	$2.42M	Hold	46,229	–	–	0.01%	404
2026 Q1	$1.71M	Buy	46,229 +4,305	+10%	+$159K	0.01%	410
2025 Q4	$1.52M	Buy	+41,924	New	+$1.43M	0.01%	336
2024 Q1	–	Sell	-14,156	Closed	-$285K	–	534
2023 Q4	$285K	Hold	14,156	–	–	﹤0.01%	433
2023 Q3	$280K	Sell	14,156 -2,284	-14%	-$47.8K	﹤0.01%	455
2023 Q2	$372K	Sell	16,440 -4,067	-20%	-$100K	﹤0.01%	471
2023 Q1	$543K	Sell	20,507 -1,411	-6%	-$40.2K	0.01%	368
2022 Q4	$599K	Buy	+21,918	New	+$640K	0.01%	400

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Asset Management's UFCS Position: Q2 2026 in Review

Jupiter Asset Management held its United Fire Group (UFCS) position steady in Q2 2026 at 46,229 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #404.

Jupiter Asset Management first reported a position in UFCS in Q4 2022 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Jupiter Asset Management held 46,229 shares of United Fire Group worth $2.42M as of Q2 2026.
Jupiter Asset Management left its United Fire Group share count unchanged in Q2 2026.
United Fire Group made up 0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #404 holding.
Jupiter Asset Management first reported a position in United Fire Group in Q4 2022 and has held it in 8 quarters since.
231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.