Wilmington Savings Fund Society’s United Fire Group UFCS Stock Holding History

Wilmington Savings Fund Society’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	$1.02M	Buy	27,499 +14	+0.1%	+$517	0.02%	313
2025 Q4	$999K	Hold	27,485	–	–	0.02%	313
2025 Q3	$836K	Buy	27,485 +20	+0.1%	+$589	0.02%	334
2025 Q2	$788K	Sell	27,465 -12	-0%	-$336	0.01%	475
2025 Q1	$809K	Hold	27,477	–	–	0.02%	453
2024 Q4	$782K	Hold	27,477	–	–	0.01%	470
2024 Q3	$575K	Buy	+27,477	New	+$569K	0.01%	543

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wilmington Savings Fund Society's UFCS Position: Q1 2026 in Review

Wilmington Savings Fund Society increased its United Fire Group (UFCS) stake by 0.05% in Q1 2026, buying an estimated $517 and bringing the position to 27,499 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #313.

Wilmington Savings Fund Society first reported a position in UFCS in Q3 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

Wilmington Savings Fund Society held 27,499 shares of United Fire Group worth $1.02M as of Q1 2026.
Wilmington Savings Fund Society bought 14 United Fire Group shares in Q1 2026, an estimated $517.
United Fire Group made up 0.02% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #313 holding.
Wilmington Savings Fund Society first reported a position in United Fire Group in Q3 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.