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 Q2	$5.44M	Buy	103,681 +5,908	+6%	+$262K	0.04%	232
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zacks Investment Management's UFCS Position: Q2 2026 in Review

Zacks Investment Management increased its United Fire Group (UFCS) stake by 6% in Q2 2026, buying an estimated $262K and bringing the position to 103,681 shares worth $5.44M. The position accounts for 0.04% of the portfolio, ranked #232.

Zacks Investment Management first reported a position in UFCS in Q2 2013 and has held it in 11 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Zacks Investment Management held 103,681 shares of United Fire Group worth $5.44M as of Q2 2026.
Zacks Investment Management bought 5,908 United Fire Group shares in Q2 2026, an estimated $262K.
United Fire Group made up 0.04% of Zacks Investment Management's portfolio in Q2 2026, its #232 holding.
Zacks Investment Management first reported a position in United Fire Group in Q2 2013 and has held it in 11 quarters since.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.