Mercer Global Advisors’s United Fire Group UFCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$449K Buy
12,103
+1,900
+19% +$70.1K ﹤0.01% 2066
2025
Q4
$371K Buy
+10,203
New +$349K ﹤0.01% 2073
2025
Q1
Sell
-7,628
Closed -$217K 2258
2024
Q4
$217K Buy
+7,628
New +$192K ﹤0.01% 1931
2022
Q4
Sell
-9,822
Closed -$282K 1990
2022
Q3
$282K Buy
9,822
+949
+11% +$29.3K ﹤0.01% 1452
2022
Q2
$304K Buy
8,873
+30
+0.3% +$936 ﹤0.01% 1416
2022
Q1
$275K Sell
8,843
-700
-7% -$18.6K ﹤0.01% 1557
2021
Q4
$221K Hold
9,543
﹤0.01% 1607
2021
Q3
$220K Hold
9,543
﹤0.01% 1576
2021
Q2
$265K Sell
9,543
-10
-0.1% -$311 ﹤0.01% 1440
2021
Q1
$332K Sell
9,553
-2,075
-18% -$65.4K ﹤0.01% 1262
2020
Q4
$292K Hold
11,628
﹤0.01% 1076
2020
Q3
$236K Sell
11,628
-104
-0.9% -$2.6K ﹤0.01% 1052
2020
Q2
$325K Sell
11,732
-938
-7% -$26.5K 0.01% 822
2020
Q1
$413K Sell
12,670
-948
-7% -$38.5K 0.01% 714
2019
Q4
$596K Hold
13,618
0.01% 674
2019
Q3
$639K Buy
13,618
+5
+0% +$238 0.02% 616
2019
Q2
$660K Sell
13,613
-1,824
-12% -$83.3K 0.02% 589
2019
Q1
$675K Buy
+15,437
New +$771K 0.02% 535

Other funds holding UFCS