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 Q2	$548K	Buy	+10,455	New	+$464K	﹤0.01%	2476
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 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

Marshall Wace's UFCS Position: Q2 2026 in Review

Marshall Wace opened a new position in United Fire Group (UFCS) in Q2 2026: 10,455 shares worth $548K. The stake represents ﹤0.01% of the portfolio and ranks #2476 among its holdings. This is a return to the name: Marshall Wace previously reported a position in UFCS as recently as Q4 2025.

Marshall Wace first reported a position in UFCS in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.4M in Q3 2025. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Marshall Wace held 10,455 shares of United Fire Group worth $548K as of Q2 2026.
United Fire Group was a new Marshall Wace position in Q2 2026.
United Fire Group made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2476 holding.
Marshall Wace first reported a position in United Fire Group in Q1 2022 and has held it in 11 quarters since.
Marshall Wace's United Fire Group position peaked at $3.4M in Q3 2025.
231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.