YIH
UFCS icon

Y-Intercept (HK)’s United Fire Group UFCS Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-55,380
Closed -$1.59M – 2063
2025
Q2 		$1.59M Buy
+55,380
New +$1.55M 0.04% 706
2024
Q4 		– Sell
-10,103
Closed -$211K – 1675
2024
Q3 		$211K Buy
+10,103
New +$209K 0.01% 1145
2024
Q1 		– Sell
-18,005
Closed -$362K – 1776
2023
Q4 		$362K Sell
18,005
-1,131
-6% -$22.9K 0.03% 749
2023
Q3 		$378K Buy
+19,136
New +$401K 0.04% 671

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Y-Intercept (HK)'s UFCS Position: Q3 2025 in Review

Y-Intercept (HK) sold out of United Fire Group (UFCS) in Q3 2025, closing a stake of 55,380 shares — an estimated $1.59M sold.

Y-Intercept (HK) first reported a position in UFCS in Q3 2023 and held it in 4 quarters. The position peaked at $1.59M in Q2 2025. 192 funds tracked by Wall St. Rank hold UFCS as of Q3 2025.

  • Y-Intercept (HK) reported no remaining United Fire Group position as of Q3 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 55,380 United Fire Group shares in Q3 2025, an estimated $1.59M.
  • Y-Intercept (HK) first reported a position in United Fire Group in Q3 2023 and held it in 4 quarters.
  • Y-Intercept (HK)'s United Fire Group position peaked at $1.59M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held United Fire Group as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.