SFM
UFCS icon

Systematic Financial Management’s United Fire Group UFCS Stock Holding History

Systematic Financial 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 		$22.7M Sell
612,396
-1,477
-0.2% -$54.5K 0.52% 74
2025
Q4 		$22.3M Sell
613,873
-7,219
-1% -$247K 0.53% 74
2025
Q3 		$18.9M Buy
621,092
+17,345
+3% +$511K 0.46% 91
2025
Q2 		$17.3M Buy
603,747
+20,413
+3% +$571K 0.46% 90
2025
Q1 		$17.2M Buy
583,334
+31,140
+6% +$841K 0.49% 88
2024
Q4 		$15.7M Buy
552,194
+66,561
+14% +$1.68M 0.4% 106
2024
Q3 		$10.2M Buy
485,633
+48,049
+11% +$995K 0.26% 133
2024
Q2 		$9.4M Buy
437,584
+45,405
+12% +$1M 0.29% 130
2024
Q1 		$8.54M Buy
392,179
+64,670
+20% +$1.44M 0.24% 136
2023
Q4 		$6.59M Buy
327,509
+17
+0% +$345 0.2% 144
2023
Q3 		$6.47M Buy
327,492
+808
+0.2% +$16.9K 0.21% 141
2023
Q2 		$7.4M Buy
326,684
+13,195
+4% +$326K 0.23% 135
2023
Q1 		$8.32M Sell
313,489
-2,944
-0.9% -$83.8K 0.27% 125
2022
Q4 		$8.66M Sell
316,433
-7,263
-2% -$212K 0.28% 129
2022
Q3 		$9.3M Buy
323,696
+99,404
+44% +$3.07M 0.34% 116
2022
Q2 		$7.68M Buy
224,292
+33,875
+18% +$1.06M 0.27% 134
2022
Q1 		$5.92M Buy
190,417
+155,351
+443% +$4.12M 0.18% 141
2021
Q4 		$813K Sell
35,066
-4,837
-12% -$109K 0.02% 178
2021
Q3 		$922K Sell
39,903
-2,987
-7% -$74.7K 0.03% 161
2021
Q2 		$1.19M Sell
42,890
-119,535
-74% -$3.72M 0.04% 158
2021
Q1 		$5.65M Sell
162,425
-160,881
-50% -$5.07M 0.21% 143
2020
Q4 		$8.12M Sell
323,306
-12,695
-4% -$289K 0.36% 119
2020
Q3 		$6.83M Buy
336,001
+6,563
+2% +$164K 0.37% 116
2020
Q2 		$9.13M Sell
329,438
-436
-0.1% -$12.3K 0.47% 97
2020
Q1 		$10.8M Sell
329,874
-163,777
-33% -$6.65M 0.66% 60
2019
Q4 		$21.6M Sell
493,651
-10,082
-2% -$451K 0.84% 32
2019
Q3 		$23.7M Buy
503,733
+11,615
+2% +$552K 1.06% 8
2019
Q2 		$23.8M Buy
492,118
+430
+0.1% +$19.6K 0.93% 12
2019
Q1 		$21.5M Buy
491,688
+5,632
+1% +$281K 0.74% 16
2018
Q4 		$27M Sell
486,056
-14,328
-3% -$738K 0.83% 11
2018
Q3 		$25.4M Sell
500,384
-39,957
-7% -$2.13M 0.61% 24
2018
Q2 		$29.5M Buy
540,341
+35,919
+7% +$1.87M 0.72% 14
2018
Q1 		$24.1M Buy
504,422
+20,141
+4% +$906K 0.53% 44
2017
Q4 		$22.1M Sell
484,281
-22,899
-5% -$1.07M 0.44% 67
2017
Q3 		$23.2M Sell
507,180
-11,683
-2% -$506K 0.47% 65
2017
Q2 		$22.9M Sell
518,863
-6,899
-1% -$299K 0.42% 68
2017
Q1 		$22.5M Sell
525,762
-41,428
-7% -$1.86M 0.4% 74
2016
Q4 		$27.9M Buy
567,190
+4,232
+0.8% +$188K 0.44% 62
2016
Q3 		$23.8M Sell
562,958
-65,349
-10% -$2.78M 0.33% 87
2016
Q2 		$26.7M Sell
628,307
-21,066
-3% -$895K 0.36% 76
2016
Q1 		$28.5M Sell
649,373
-92,976
-13% -$3.66M 0.36% 84
2015
Q4 		$28.4M Sell
742,349
-77,731
-9% -$2.95M 0.31% 82
2015
Q3 		$28.7M Sell
820,080
-51,040
-6% -$1.76M 0.31% 83
2015
Q2 		$28.5M Sell
871,120
-38,758
-4% -$1.21M 0.24% 107
2015
Q1 		$28.9M Sell
909,878
-26,550
-3% -$779K 0.23% 116
2014
Q4 		$27.8M Sell
936,428
-178,099
-16% -$5.23M 0.21% 114
2014
Q3 		$30.9M Sell
1,114,527
-53,546
-5% -$1.55M 0.23% 116
2014
Q2 		$34.2M Buy
1,168,073
+93,293
+9% +$2.66M 0.23% 109
2014
Q1 		$32.6M Buy
1,074,780
+75,685
+8% +$2.12M 0.22% 113
2013
Q4 		$28.6M Sell
999,095
-14,224
-1% -$425K 0.21% 126
2013
Q3 		$30.9M Sell
1,013,319
-8,497
-0.8% -$244K 0.24% 106
2013
Q2 		$25.4M Buy
+1,021,816
New +$28.4M 0.22% 119

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Financial Management's UFCS Position: Q1 2026 in Review

Systematic Financial Management reduced its United Fire Group (UFCS) stake by 0.24% in Q1 2026, selling an estimated $54.5K and leaving 612,396 shares worth $22.7M. The position accounts for 0.52% of the portfolio, ranked #74.

Systematic Financial Management first reported a position in UFCS in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.2M in Q2 2014. 219 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Systematic Financial Management held 612,396 shares of United Fire Group worth $22.7M as of Q1 2026.
  • Systematic Financial Management sold 1,477 United Fire Group shares in Q1 2026, an estimated $54.5K.
  • United Fire Group made up 0.52% of Systematic Financial Management's portfolio in Q1 2026, its #74 holding.
  • Systematic Financial Management first reported a position in United Fire Group in Q2 2013 and has held it in 52 quarters since.
  • Systematic Financial Management's United Fire Group position peaked at $34.2M in Q2 2014.
  • 219 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.