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R Squared’s United Fire Group UFCS Stock Holding History

R Squared’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 		$534K Buy
10,178
+621
+6% +$27.6K 0.28% 91
2026
Q1 		$354K Buy
+9,557
New +$353K 0.19% 163
2025
Q4 		– Sell
-8,726
Closed -$265K – 725
2025
Q3 		$265K Buy
8,726
+882
+11% +$26K 0.11% 294
2025
Q2 		$225K Buy
+7,844
New +$219K 0.12% 277
2025
Q1 		– Sell
-950
Closed -$27K – 1450
2024
Q4 		$27K Buy
+950
New +$23.9K 0.03% 750

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

R Squared's UFCS Position: Q2 2026 in Review

R Squared increased its United Fire Group (UFCS) stake by 6.5% in Q2 2026, buying an estimated $27.6K and bringing the position to 10,178 shares worth $534K. The position accounts for 0.28% of the portfolio, ranked #91.

R Squared first reported a position in UFCS in Q4 2024 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • R Squared held 10,178 shares of United Fire Group worth $534K as of Q2 2026.
  • R Squared bought 621 United Fire Group shares in Q2 2026, an estimated $27.6K.
  • United Fire Group made up 0.28% of R Squared's portfolio in Q2 2026, its #91 holding.
  • R Squared first reported a position in United Fire Group in Q4 2024 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.