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Winton Group’s United Fire Group UFCS Stock Holding History

Winton Group’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
Q2 		$318K Sell
6,070
-18,061
-75% -$802K 0.01% 871
2026
Q1 		$894K Sell
24,131
-15,572
-39% -$575K 0.03% 569
2025
Q4 		$1.44M Sell
39,703
-4,938
-11% -$169K 0.05% 350
2025
Q3 		$1.36M Buy
44,641
+136
+0.3% +$4.01K 0.05% 327
2025
Q2 		$1.28M Sell
44,505
-76
-0.2% -$2.13K 0.07% 350
2025
Q1 		$1.31M Sell
44,581
-1,028
-2% -$27.8K 0.08% 242
2024
Q4 		$1.3M Sell
45,609
-5,202
-10% -$131K 0.09% 199
2024
Q3 		$1.06M Buy
50,811
+7,803
+18% +$162K 0.07% 275
2024
Q2 		$924K Buy
43,008
+13,338
+45% +$295K 0.06% 294
2024
Q1 		$646K Buy
+29,670
New +$660K 0.05% 439
2020
Q3 		– Sell
-47,887
Closed -$1.33M – 1616
2020
Q2 		$1.33M Buy
47,887
+40,239
+526% +$1.13M 0.03% 839
2020
Q1 		$249K Sell
7,648
-11,707
-60% -$475K 0.01% 1209
2019
Q4 		$846K Sell
19,355
-2,304
-11% -$103K 0.01% 1108
2019
Q3 		$1.02M Buy
21,659
+12,156
+128% +$578K 0.01% 823
2019
Q2 		$461K Sell
9,503
-8,485
-47% -$388K 0.01% 710
2019
Q1 		$786K Buy
17,988
+11,336
+170% +$567K 0.02% 413
2018
Q4 		$369K Buy
6,652
+1,995
+43% +$103K 0.01% 588
2018
Q3 		$236K Buy
+4,657
New +$249K ﹤0.01% 909

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Winton Group's UFCS Position: Q2 2026 in Review

Winton Group reduced its United Fire Group (UFCS) stake by 75% in Q2 2026, selling an estimated $802K and leaving 6,070 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #871.

Winton Group first reported a position in UFCS in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2025. 127 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Winton Group held 6,070 shares of United Fire Group worth $318K as of Q2 2026.
  • Winton Group sold 18,061 United Fire Group shares in Q2 2026, an estimated $802K.
  • United Fire Group made up 0.01% of Winton Group's portfolio in Q2 2026, its #871 holding.
  • Winton Group first reported a position in United Fire Group in Q3 2018 and has held it in 18 quarters since.
  • Winton Group's United Fire Group position peaked at $1.44M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.