SEI Investments
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SEI Investments’s United Fire Group UFCS Stock Holding History

SEI Investments’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
2025
Q2 		– Sell
-9,129
Closed -$269K – 2913
2025
Q1 		$269K Buy
+9,129
New +$247K ﹤0.01% 2381
2024
Q4 		– Sell
-14,830
Closed -$310K – 2801
2024
Q3 		$310K Buy
+14,830
New +$307K ﹤0.01% 2344
2020
Q3 		– Sell
-14,200
Closed -$393K – 2503
2020
Q2 		$393K Buy
14,200
+6,500
+84% +$183K ﹤0.01% 1959
2020
Q1 		$251K Hold
7,700
– – ﹤0.01% 2022
2019
Q4 		$337K Buy
7,700
+3,200
+71% +$143K ﹤0.01% 2106
2019
Q3 		$211K Hold
4,500
– – ﹤0.01% 2239
2019
Q2 		$218K Buy
4,500
+1,840
+69% +$84.1K ﹤0.01% 2224
2019
Q1 		$116K Buy
2,660
+1,800
+209% +$90K ﹤0.01% 2453
2018
Q4 		$48K Buy
+860
New +$44.3K ﹤0.01% 2355
2018
Q1 		– Sell
-50
Closed -$2K – 3674
2017
Q4 		$2K Buy
+50
New +$2.34K ﹤0.01% 3140
2015
Q1 		– Sell
-2,878
Closed -$86K – 2360
2014
Q4 		$86K Buy
+2,878
New +$84.6K ﹤0.01% 1603

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return