Marshall Wace
UFCS icon

Marshall Wace’s United Fire Group UFCS Stock Holding History

Marshall Wace’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 		– Sell
-67,672
Closed -$2.46M – 3697
2025
Q4 		$2.46M Sell
67,672
-44,153
-39% -$1.51M ﹤0.01% 1482
2025
Q3 		$3.4M Buy
111,825
+26,429
+31% +$779K ﹤0.01% 1358
2025
Q2 		$2.45M Sell
85,396
-26,880
-24% -$752K ﹤0.01% 1469
2025
Q1 		$3.31M Buy
112,276
+69,685
+164% +$1.88M ﹤0.01% 1238
2024
Q4 		$1.21M Sell
42,591
-13,237
-24% -$334K ﹤0.01% 1649
2024
Q3 		$1.17M Sell
55,828
-44,014
-44% -$911K ﹤0.01% 1591
2024
Q2 		$2.15M Buy
99,842
+90,139
+929% +$1.99M ﹤0.01% 1334
2024
Q1 		$211K Buy
+9,703
New +$216K ﹤0.01% 2222
2023
Q4 		– Sell
-16,601
Closed -$328K – 2627
2023
Q3 		$328K Buy
+16,601
New +$347K ﹤0.01% 1854
2022
Q2 		– Sell
-19,013
Closed -$591K – 3870
2022
Q1 		$591K Buy
+19,013
New +$505K ﹤0.01% 2704

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
American Century Companies
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return