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Stone House Investment Management’s United Fire Group UFCS Stock Holding History

Stone House Investment 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
Q1 		$1K Buy
27
+24
+800% +$886 ﹤0.01% 697
2025
Q4 		$109 Buy
+3
New +$103 ﹤0.01% 829

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stone House Investment Management's UFCS Position: Q1 2026 in Review

Stone House Investment Management increased its United Fire Group (UFCS) stake by 800% in Q1 2026, buying an estimated $886 and bringing the position to 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Stone House Investment Management first reported a position in UFCS in Q4 2025 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Stone House Investment Management held 27 shares of United Fire Group worth $1K as of Q1 2026.
  • Stone House Investment Management bought 24 United Fire Group shares in Q1 2026, an estimated $886.
  • United Fire Group made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #697 holding.
  • Stone House Investment Management first reported a position in United Fire Group in Q4 2025 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.