LSV Asset Management
UFCS icon

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

LSV 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 		$6.71M Buy
127,991
+32,491
+34% +$1.44M 0.01% 475
2026
Q1 		$3.54M Buy
95,500
+500
+0.5% +$18.4K 0.01% 510
2025
Q4 		$3.45M Hold
95,000
– – 0.01% 514
2025
Q3 		$2.89M Buy
95,000
+59,384
+167% +$1.75M 0.01% 535
2025
Q2 		$1.02M Buy
+35,616
New +$996K ﹤0.01% 607
2016
Q4 		– Sell
-49,222
Closed -$2.08M – 1051
2016
Q3 		$2.08M Sell
49,222
-22,714
-32% -$967K ﹤0.01% 667
2016
Q2 		$3.05M Sell
71,936
-100
-0.1% -$4.25K 0.01% 609
2016
Q1 		$3.16M Sell
72,036
-20,400
-22% -$804K 0.01% 589
2015
Q4 		$3.54M Sell
92,436
-3,000
-3% -$114K 0.01% 557
2015
Q3 		$3.35M Sell
95,436
-2,200
-2% -$76.1K 0.01% 554
2015
Q2 		$3.2M Buy
97,636
+22,515
+30% +$705K 0.01% 559
2015
Q1 		$2.39M Hold
75,121
– – 0.01% 582
2014
Q4 		$2.23M Buy
75,121
+9,800
+15% +$288K ﹤0.01% 597
2014
Q3 		$1.81M Buy
65,321
+9,424
+17% +$273K ﹤0.01% 614
2014
Q2 		$1.64M Buy
55,897
+49,412
+762% +$1.41M ﹤0.01% 617
2014
Q1 		$196K Hold
6,485
– – ﹤0.01% 787
2013
Q4 		$185K Hold
6,485
– – ﹤0.01% 803
2013
Q3 		$197K Buy
+6,485
New +$186K ﹤0.01% 837

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.9B AUM 37.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

LSV Asset Management increased its United Fire Group (UFCS) stake by 34% in Q2 2026, buying an estimated $1.44M and bringing the position to 127,991 shares worth $6.71M. The position accounts for 0.01% of the portfolio, ranked #475.

LSV Asset Management first reported a position in UFCS in Q3 2013 and has held it in 18 quarters since. 87 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • LSV Asset Management held 127,991 shares of United Fire Group worth $6.71M as of Q2 2026.
  • LSV Asset Management bought 32,491 United Fire Group shares in Q2 2026, an estimated $1.44M.
  • United Fire Group made up 0.01% of LSV Asset Management's portfolio in Q2 2026, its #475 holding.
  • LSV Asset Management first reported a position in United Fire Group in Q3 2013 and has held it in 18 quarters since.
  • 87 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.