SFI
UFCS icon

Susquehanna Fundamental Investments’s United Fire Group UFCS Stock Holding History

Susquehanna Fundamental 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
2026
Q1 		$322K Buy
8,695
+1,815
+26% +$67K 0.01% 408
2025
Q4 		$250K Buy
+6,880
New +$235K 0.01% 492
2018
Q3 		– Sell
-4,296
Closed -$234K – 406
2018
Q2 		$234K Buy
+4,296
New +$223K 0.03% 346

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

Susquehanna Fundamental Investments's UFCS Position: Q1 2026 in Review

Susquehanna Fundamental Investments increased its United Fire Group (UFCS) stake by 26% in Q1 2026, buying an estimated $67K and bringing the position to 8,695 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #408.

Susquehanna Fundamental Investments first reported a position in UFCS in Q2 2018 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Susquehanna Fundamental Investments held 8,695 shares of United Fire Group worth $322K as of Q1 2026.
  • Susquehanna Fundamental Investments bought 1,815 United Fire Group shares in Q1 2026, an estimated $67K.
  • United Fire Group made up 0.01% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #408 holding.
  • Susquehanna Fundamental Investments first reported a position in United Fire Group in Q2 2018 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.