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 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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SEI Investments's UFCS Position: Q2 2025 in Review

SEI Investments sold out of United Fire Group (UFCS) in Q2 2025, closing a stake of 9,129 shares — an estimated $269K sold.

SEI Investments first reported a position in UFCS in Q4 2014 and held it in 11 quarters. The position peaked at $393K in Q2 2020. 179 funds tracked by Wall St. Rank hold UFCS as of Q2 2025.

SEI Investments reported no remaining United Fire Group position as of Q2 2025 after selling out during the quarter.
SEI Investments sold 9,129 United Fire Group shares in Q2 2025, an estimated $269K.
SEI Investments first reported a position in United Fire Group in Q4 2014 and held it in 11 quarters.
SEI Investments's United Fire Group position peaked at $393K in Q2 2020.
179 funds tracked by Wall St. Rank held United Fire Group as of Q2 2025.

Based on SEI Investments's 13F filing for Q2 2025, filed 14 Aug 2025.