Lion Street Advisors’s United Fire Group UFCS Stock Holding History

Lion Street Advisors’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 Q3	$276K	Buy	13,500 +4,150	+44%	+$122K	0.1%	167
2025 Q2	$268K	Hold	9,350	–	–	0.08%	229
2025 Q1	$275K	Hold	9,350	–	–	0.09%	216
2024 Q4	$266K	Buy	+9,350	New	+$236K	0.08%	216
2024 Q3	–	Sell	-9,350	Closed	-$201K	–	277
2024 Q2	$201K	Buy	+9,350	New	+$207K	0.07%	255
2023 Q3	–	Sell	-13,500	Closed	-$276K	–	305
2023 Q2	$276K	Buy	13,500 +4,150	+44%	+$103K	0.09%	179
2023 Q1	$248K	Buy	+9,350	New	+$266K	0.08%	200

Other funds holding UFCS

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

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

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lion Street Advisors's UFCS Position: Q3 2025 in Review

Lion Street Advisors increased its United Fire Group (UFCS) stake by 44% in Q3 2025, buying an estimated $122K and bringing the position to 13,500 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #167.

Lion Street Advisors first reported a position in UFCS in Q1 2023 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold UFCS as of Q3 2025.

Lion Street Advisors held 13,500 shares of United Fire Group worth $276K as of Q3 2025.
Lion Street Advisors bought 4,150 United Fire Group shares in Q3 2025, an estimated $122K.
United Fire Group made up 0.1% of Lion Street Advisors's portfolio in Q3 2025, its #167 holding.
Lion Street Advisors first reported a position in United Fire Group in Q1 2023 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held United Fire Group as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.