Запись по ценной бумаге · архивный квартал
UFCS
United Fire Group, Inc. · Financial Services · Insurance - Property & Casualty
88Отслеживаемые держатели
-1Δ держателей
13.30MАкций в держании
$492.85MОтчётная стоимость
+3Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.1% ·
поток акций +0.8% ·
новые чистые позиции -1.1%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 12.03K | $678,375 | n/a | n/a |
| Q2 2026 | 88 | +2 | 13.48M | $706.30M | +8 | −5 |
| Q1 2026 | 88 | -1 | 13.30M | $492.85M | +3 | −4 |
| Q4 2025 | 89 | 0 | 13.74M | $499.38M | n/a | n/a |
| Q3 2025 | 16 | -1 | 7.92M | $240.96M | n/a | −2 |
| Q2 2025 | 15 | 0 | 7.29M | $209.25M | +1 | −1 |
| Q1 2025 | 12 | 0 | 2.35M | $69.19M | n/a | n/a |
| Q4 2024 | 12 | 0 | 2.11M | $60.13M | n/a | n/a |
| Q3 2024 | 11 | 0 | 1.24M | $26.05M | n/a | n/a |
| Q2 2024 | 11 | n/a | 1.28M | $27.55M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.45M | +0.6% | $127.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 2 | Dimensional Fund Advisors Lp | 1.49M | +0.8% | $55.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 966.30K | n/a | $35.81M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (пассивный) | 817.50K | +1.0% | $30.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (пассивный) | 662.30K | +7.7% | $24.55M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | American Century Companies Inc | 567.08K | +22.1% | $21.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 497.42K | -0.9% | $18.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | AQR Capital Management ✦ | 422.05K | +8.2% | $15.64M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 9 | Invesco Ltd. | 403.60K | +11.3% | $14.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Morgan Stanley ✦ | 256.36K | -20.5% | $9.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 11 | Allianz Asset Management GmbH | 251.92K | +47.2% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 215.03K | +5.3% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 13 | Charles Schwab Investment… | 203.45K | +0.8% | $7.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Connor, Clark & Lunn Investment… | 187.79K | -2.4% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 180.32K | -1.5% | $6.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 16 | Goldman Sachs Group ✦ | 172.02K | +0.4% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | UBS Group AG | 162.43K | +40.7% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Qube Research & Technologies Ltd | 135.98K | -3.9% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Principal Financial Group Inc | 132.05K | +2.5% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Arrowstreet Capital ✦ | 122.74K | -4.7% | $4.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 114.82K | -7.5% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 113.43K | -22.5% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 23 | Two Sigma Investments ✦ | 96.15K | +41.0% | $3.56M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 92.80K | -16.9% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Ameriprise Financial Inc | 77.28K | -14.2% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Barclays Plc | 75.33K | -27.6% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Franklin Resources Inc | 74.20K | +352.5% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | First Trust Advisors Lp | 70.45K | +1.1% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 68.91K | -51.0% | $2.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 30 | Prudential Financial Inc | 59.97K | -21.3% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Rhumbline Advisers | 59.49K | +1.8% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 53.53K | -29.8% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 33 | Legal & General Group Plc | 49.41K | -6.8% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Millennium Management ✦ | 47.06K | +20.6% | $1.74M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 46.33K | +7.1% | $1.72M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 45.49K | -13.3% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 37 | Quantinno Capital Management LP | 43.84K | +168.7% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Point72 Asset Management ✦ | 43.16K | Новый | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 39 | Swiss National Bank | 42.80K | 0.0% | $1.59M | 0.0% | Held | 2 | SEC ↗ |
| 40 | Nuveen, LLC | 39.92K | +0.5% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Man Group plc | 39.07K | +12.6% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Cerity Partners LLC | 38.01K | +7.9% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Raymond James Financial Inc | 35.53K | -2.0% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Bnp Paribas Financial Markets | 32.94K | -3.0% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Voya Investment Management Llc | 32.39K | -0.3% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 26.62K | +7.4% | $986,389 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Focus Partners Wealth | 26.45K | +1.7% | $980,428 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jane Street Group, Llc | 24.69K | +54.5% | $914,974 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | Hrt Financial Lp | 24.63K | -15.2% | $912,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Cetera Investment Advisers | 24.55K | -12.6% | $909,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 23.95K | -31.5% | $887,527 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 52 | State Of Wisconsin Investment Board | 22.35K | +38.5% | $828,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | LPL Financial LLC | 21.65K | +33.4% | $802,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Allspring Global Investments… | 21.57K | +11.4% | $791,513 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Tidal Investments LLC | 20.96K | Новый | $776,815 | 0.0% | New | 1 | SEC ↗ |
| 56 | California State Teachers… | 20.45K | -4.3% | $757,692 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Creative Planning | 20.26K | +39.4% | $750,784 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Alliancebernstein L.P. | 19.86K | 0.0% | $721,729 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Cwm, Llc | 18.23K | +4.7% | $675,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Deutsche Bank Ag\ | 17.98K | +20.6% | $666,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Citigroup Inc | 16.81K | -20.4% | $622,942 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 62 | Mariner, LLC | 14.72K | +16.4% | $545,644 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Mercer Global Advisors Inc /Adv | 12.10K | +18.6% | $448,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Commonwealth Equity Services, Llc | 10.89K | -1.1% | $403,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Wealth Enhancement Advisory… | 10.38K | +4.7% | $390,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 9.88K | +1.0% | $366,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Janus Henderson Group Plc | 9.17K | 0.0% | $340,519 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Canada Pension Plan Investment Board | 8.80K | 0.0% | $326,128 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Us Bancorp \De\ | 8.01K | +0.2% | $296,814 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | New York State Common Retirement… | 7.98K | 0.0% | $295,628 | 0.0% | Held | 2 | SEC ↗ |
| 71 | CIBC Asset Management Inc | 7.69K | 0.0% | $285,028 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Hsbc Holdings Plc | 6.92K | -65.4% | $258,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Susquehanna International Group, Llp | 6.95K | Новый | $257,678 | 0.0% | New | 1 | SEC ↗ |
| 74 | D. E. Shaw & Co. ✦ | 6.43K | -4.5% | $238,481 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 75 | State Board Of Administration Of… | 6.04K | 0.0% | $223,879 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Zurcher Kantonalbank (Zurich… | 6.02K | 0.0% | $223,138 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Manufacturers Life Insurance… | 5.81K | -8.7% | $215,170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Stifel Financial Corp | 5.63K | -0.6% | $208,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 5.24K | -13.2% | $194,300 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 80 | Fifth Third Bancorp | 4.78K | +4777.6% | $177,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 3.99K | -1.0% | $147,868 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Ensign Peak Advisors, Inc | 1.98K | 0.0% | $73,342 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Federated Hermes, Inc. | 928 | -22.0% | $34,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Assetmark, Inc | 180 | +62.2% | $6,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 163 | +1937.5% | $6,061 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Jones Financial Companies Lllp | 162 | +390.9% | $5,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Danske Bank A/S | 100 | -80.0% | $3,706 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Optiver Holding B.V. | 72 | -23.4% | $2,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Point72 Asset Management | $1.60M | 0.0% |
| Tidal Investments LLC | $776,815 | 0.0% |
| Susquehanna International… | $257,678 | 0.0% |
Закрыто
| Hotchkis & Wiley Capital… | $4.26M | составлял 0.0% |
| Marshall Wace | $2.46M | составлял 0.0% |
| Squarepoint Ops LLC | $229,805 | составлял 0.0% |
| Mackenzie Financial Corp | $228,067 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 218 держатели, 17.09M акции, $618.30M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Sep 03
Carlton Scott L
Director · 9.78K акц. · $542,799
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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