Rockefeller Capital Management’s United Fire Group UFCS Stock Holding History

Rockefeller Capital Management’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	$19K	Buy	362 +199	+122%	+$8.84K	﹤0.01%	3747
2026 Q1	$6.06K	Buy	163 +155	+1,938%	+$5.72K	﹤0.01%	4193
2025 Q4	$310	Sell	8 -4	-33%	-$137	﹤0.01%	4566
2025 Q3	$365	Buy	+12	New	+$354	﹤0.01%	4308
2023 Q1	–	Sell	-190	Closed	-$5K	–	3773
2022 Q4	$5K	Sell	190 -135	-42%	-$3.94K	﹤0.01%	3349
2022 Q3	$9K	Sell	325 -4	-1%	-$123	﹤0.01%	3151
2022 Q2	$11K	Hold	329	–	–	﹤0.01%	3084
2022 Q1	$10K	Buy	329 +315	+2,250%	+$8.36K	﹤0.01%	3062
2021 Q4	$0	Buy	+14	New	+$315	﹤0.01%	3992
2021 Q2	–	Sell	-258	Closed	-$8K	–	3609
2021 Q1	$8K	Buy	+258	New	+$8.13K	﹤0.01%	2704
2020 Q4	–	Sell	-14	Closed	–	–	3011
2020 Q3	$0	Hold	14	–	–	﹤0.01%	2803
2020 Q2	$0	Buy	+14	New	+$395	﹤0.01%	2692
2019 Q2	–	Sell	-27	Closed	-$1K	–	1980
2019 Q1	$1K	Buy	+27	New	+$1.35K	﹤0.01%	1877

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's UFCS Position: Q2 2026 in Review

Rockefeller Capital Management increased its United Fire Group (UFCS) stake by 122% in Q2 2026, buying an estimated $8.84K and bringing the position to 362 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

Rockefeller Capital Management first reported a position in UFCS in Q1 2019 and has held it in 13 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Rockefeller Capital Management held 362 shares of United Fire Group worth $19K as of Q2 2026.
Rockefeller Capital Management bought 199 United Fire Group shares in Q2 2026, an estimated $8.84K.
United Fire Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3747 holding.
Rockefeller Capital Management first reported a position in United Fire Group in Q1 2019 and has held it in 13 quarters since.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.