Mercer Global Advisors
UFCS icon

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

Mercer Global 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
2026
Q2 		$651K Buy
12,408
+305
+3% +$13.5K ﹤0.01% 2072
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mercer Global Advisors's UFCS Position: Q2 2026 in Review

Mercer Global Advisors increased its United Fire Group (UFCS) stake by 2.5% in Q2 2026, buying an estimated $13.5K and bringing the position to 12,408 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Mercer Global Advisors first reported a position in UFCS in Q1 2019 and has held it in 19 quarters since. The position peaked at $675K in Q1 2019. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Mercer Global Advisors held 12,408 shares of United Fire Group worth $651K as of Q2 2026.
  • Mercer Global Advisors bought 305 United Fire Group shares in Q2 2026, an estimated $13.5K.
  • United Fire Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2072 holding.
  • Mercer Global Advisors first reported a position in United Fire Group in Q1 2019 and has held it in 19 quarters since.
  • Mercer Global Advisors's United Fire Group position peaked at $675K in Q1 2019.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.