Salomon & Ludwin
UFCS icon

Salomon & Ludwin’s United Fire Group UFCS Stock Holding History

Salomon & Ludwin’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
Q3 		$15.2K Hold
289
– – ﹤0.01% 1106
2026
Q2 		$15.4K Hold
289
– – ﹤0.01% 1336
2026
Q1 		$10.9K Buy
289
+34
+13% +$1.25K ﹤0.01% 1487
2025
Q4 		$9.25K Sell
255
-1
-0.4% -$34 ﹤0.01% 1486
2025
Q3 		$7.87K Buy
+256
New +$7.54K ﹤0.01% 1485

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $419M AUM 19.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Salomon & Ludwin's UFCS Position: Q3 2026 in Review

Salomon & Ludwin held its United Fire Group (UFCS) position steady in Q3 2026 at 289 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Salomon & Ludwin first reported a position in UFCS in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q2 2026. 71 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Salomon & Ludwin held 289 shares of United Fire Group worth $15.2K as of Q3 2026.
  • Salomon & Ludwin left its United Fire Group share count unchanged in Q3 2026.
  • United Fire Group made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1106 holding.
  • Salomon & Ludwin first reported a position in United Fire Group in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's United Fire Group position peaked at $15.4K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.