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Truvestments Capital’s United Fire Group UFCS Stock Holding History

Truvestments Capital’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
Q1 		– Sell
-46
Closed -$1.31K – 1155
2024
Q4 		$1.31K Hold
46
– – ﹤0.01% 897
2024
Q3 		$963 Buy
+46
New +$952 ﹤0.01% 856

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Truvestments Capital's UFCS Position: Q1 2025 in Review

Truvestments Capital sold out of United Fire Group (UFCS) in Q1 2025, closing a stake of 46 shares — an estimated $1.31K sold.

Truvestments Capital first reported a position in UFCS in Q3 2024 and held it in 2 quarters. The position peaked at $1.31K in Q4 2024. 181 funds tracked by Wall St. Rank hold UFCS as of Q1 2025.

  • Truvestments Capital reported no remaining United Fire Group position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 46 United Fire Group shares in Q1 2025, an estimated $1.31K.
  • Truvestments Capital first reported a position in United Fire Group in Q3 2024 and held it in 2 quarters.
  • Truvestments Capital's United Fire Group position peaked at $1.31K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held United Fire Group as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.