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Rothschild Investment LLC’s United Fire Group UFCS Stock Holding History

Rothschild Investment LLC’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 		$11.8K Buy
225
+5
+2% +$222 ﹤0.01% 1784
2026
Q1 		$8.15K Buy
220
+50
+29% +$1.84K ﹤0.01% 1799
2025
Q4 		$6.18K Buy
170
+53
+45% +$1.81K ﹤0.01% 1776
2025
Q3 		$3.56K Buy
117
+42
+56% +$1.24K ﹤0.01% 1878
2025
Q2 		$2.15K Buy
75
+5
+7% +$140 ﹤0.01% 2028
2025
Q1 		$2.06K Buy
70
+20
+40% +$540 ﹤0.01% 1883
2024
Q4 		$1.42K Buy
50
+45
+900% +$1.13K ﹤0.01% 2010
2024
Q3 		$105 Sell
5
-10
-67% -$207 ﹤0.01% 2844
2024
Q2 		$322 Buy
+15
New +$332 ﹤0.01% 2261

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Rothschild Investment LLC's UFCS Position: Q2 2026 in Review

Rothschild Investment LLC increased its United Fire Group (UFCS) stake by 2.3% in Q2 2026, buying an estimated $222 and bringing the position to 225 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Rothschild Investment LLC first reported a position in UFCS in Q2 2024 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Rothschild Investment LLC held 225 shares of United Fire Group worth $11.8K as of Q2 2026.
  • Rothschild Investment LLC bought 5 United Fire Group shares in Q2 2026, an estimated $222.
  • United Fire Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1784 holding.
  • Rothschild Investment LLC first reported a position in United Fire Group in Q2 2024 and has held it in 9 quarters since.
  • 78 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.