ZIM
UFCS icon

Zacks Investment Management’s United Fire Group UFCS Stock Holding History

Zacks Investment 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 		$3.62M Buy
97,773
+9,800
+11% +$362K 0.03% 265
2025
Q4 		$3.2M Buy
87,973
+23,273
+36% +$796K 0.03% 286
2025
Q3 		$1.97M Buy
64,700
+4,799
+8% +$141K 0.02% 329
2025
Q2 		$1.72M Buy
59,901
+197
+0.3% +$5.51K 0.01% 339
2025
Q1 		$1.76M Buy
+59,704
New +$1.61M 0.02% 340
2014
Q3 		– Sell
-18,272
Closed -$536K – 750
2014
Q2 		$536K Sell
18,272
-1,071
-6% -$30.6K 0.02% 404
2014
Q1 		$587K Buy
19,343
+5,028
+35% +$141K 0.02% 356
2013
Q4 		$410K Sell
14,315
-6,429
-31% -$192K 0.02% 469
2013
Q3 		$632K Buy
20,744
+1,868
+10% +$53.7K 0.03% 289
2013
Q2 		$469K Buy
+18,876
New +$524K 0.02% 321

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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