Запись по ценной бумаге
UFCS
United Fire Group, Inc. · Financial Services · Insurance - Property & Casualty
88Отслеживаемые держатели
+2Δ держателей
13.48MАкций в держании
$706.30MОтчётная стоимость
+8Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.3% ·
поток акций +1.2% ·
новые чистые позиции +3.4%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 16 | -1 | 7.92M | $240.96M | — | −2 |
| Q2 2025 | 15 | 0 | 7.29M | $209.25M | +1 | −1 |
| Q1 2025 | 12 | 0 | 2.35M | $69.19M | — | — |
| Q4 2024 | 12 | 0 | 2.11M | $60.13M | — | — |
| Q3 2024 | 11 | 0 | 1.24M | $26.05M | — | — |
| Q2 2024 | 11 | — | 1.28M | $27.55M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.49M | +1.3% | $183.14M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 2 | Dimensional Fund Advisors Lp | 1.51M | +1.0% | $78.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 965.28K | -0.1% | $50.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (пассивный) | 860.63K | +5.3% | $45.13M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | American Century Companies Inc | 721.25K | +27.2% | $37.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (пассивный) | 710.20K | +7.2% | $37.25M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 475.52K | -4.4% | $24.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Invesco Ltd. | 433.24K | +7.3% | $22.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | AQR Capital Management ✦ | 405.80K | -3.9% | $21.28M | 0.0% | ▼ Trim | 9 | SEC ↗ ×7 |
| 10 | Morgan Stanley ✦ | 317.68K | +23.9% | $16.66M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 11 | Northern Trust Corp | 241.25K | +12.2% | $12.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 12 | Charles Schwab Investment… | 210.18K | +3.3% | $11.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Allianz Asset Management GmbH | 206.52K | -18.0% | $10.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Connor, Clark & Lunn Investment… | 185.36K | -1.3% | $9.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Bank of New York Mellon Corp | 184.76K | +2.5% | $9.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 16 | Principal Financial Group Inc | 134.22K | +1.6% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Arrowstreet Capital ✦ | 130.91K | +6.7% | $6.87M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | Prudential Financial Inc | 117.35K | +95.7% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Envestnet Asset Management Inc | 112.74K | -1.8% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 112.03K | -34.9% | $5.87M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 21 | Raymond James Financial Inc | 105.04K | +195.7% | $5.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Wells Fargo & Company/Mn | 101.17K | +9.0% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Royal Bank Of Canada | 88.62K | -21.9% | $4.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | UBS Group AG | 86.12K | -47.0% | $4.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 82.65K | +54.4% | $4.35M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 26 | Ameriprise Financial Inc | 82.22K | +6.4% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | First Trust Advisors Lp | 80.72K | +14.6% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Franklin Resources Inc | 68.24K | -8.0% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Qube Research & Technologies Ltd | 66.98K | -50.7% | $3.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Norges Bank ✦ (пассивный) | 66.20K | Новый | $3.47M | 0.0% | New | 1 | SEC ↗ |
| 31 | Barclays Plc | 63.27K | -16.0% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | T. Rowe Price ✦ | 53.14K | +14.7% | $2.79M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 33 | Rhumbline Advisers | 52.50K | -11.8% | $2.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Legal & General Group Plc | 51.09K | +3.4% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Russell Investments Group, Ltd. | 50.60K | +11.2% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 36 | Bnp Paribas Financial Markets | 48.21K | +46.4% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 47.68K | +8.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Swiss National Bank | 43.60K | +1.9% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Nuveen, LLC | 42.89K | +7.4% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Man Group plc | 37.05K | -5.2% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 36.48K | -4.0% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 42 | LPL Financial LLC | 36.05K | +66.6% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Voya Investment Management Llc | 33.10K | +2.2% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 32.70K | -66.0% | $1.71M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 45 | Renaissance Technologies ✦ | 32.43K | -52.9% | $1.70M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 46 | Point72 Asset Management ✦ | 30.99K | -28.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Focus Partners Wealth | 26.88K | +1.6% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Cetera Investment Advisers | 23.30K | -5.1% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Allspring Global Investments… | 22.27K | +3.2% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 50 | Creative Planning | 22.66K | +11.9% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Deutsche Bank Ag\ | 22.54K | +25.4% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 21.12K | -20.7% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Fidelity (FMR) ✦ | 20.78K | -13.2% | $1.09M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 54 | Citadel Advisors ✦ | 19.34K | Новый | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 55 | Alliancebernstein L.P. | 27.16K | +36.8% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | State Of Wisconsin Investment Board | 18.18K | -18.7% | $953,359 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Tidal Investments LLC | 18.11K | -13.6% | $949,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Mariner, LLC | 14.58K | -0.9% | $764,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Citigroup Inc | 14.30K | -14.9% | $749,945 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 60 | Millennium Management ✦ | 12.77K | -72.9% | $669,449 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 12.41K | +2.5% | $650,676 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 11.33K | +9.1% | $585,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Commonwealth Equity Services, Llc | 10.96K | +0.6% | $574,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Marshall Wace ✦ | 10.46K | Новый | $548,261 | 0.0% | New | 1 | SEC ↗ ×2 |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 9.95K | +0.7% | $521,726 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Canada Pension Plan Investment Board | 8.50K | -3.4% | $445,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Us Bancorp \De\ | 8.01K | 0.0% | $419,992 | 0.0% | Held | 3 | SEC ↗ |
| 68 | New York State Common Retirement… | 7.98K | 0.0% | $418,314 | 0.0% | Held | 3 | SEC ↗ |
| 69 | D. E. Shaw & Co. ✦ | 7.48K | +16.3% | $392,409 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 70 | State Board Of Administration Of… | 6.04K | 0.0% | $316,790 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 6.02K | 0.0% | $315,741 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 5.80K | 0.0% | $304,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 5.76K | +9.9% | $302,197 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 74 | Stifel Financial Corp | 5.68K | +0.9% | $297,856 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Captrust Financial Advisors | 4.40K | Новый | $230,736 | 0.0% | New | 1 | SEC ↗ |
| 76 | HighTower Advisors, LLC | 4.38K | Новый | $229,477 | 0.0% | New | 1 | SEC ↗ |
| 77 | Fifth Third Bancorp | 4.34K | -9.2% | $227,610 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Pictet Asset Management Holding SA | 4.34K | Новый | $227,590 | 0.0% | New | 1 | SEC ↗ |
| 79 | Mitsubishi UFJ Trust & Banking Corp | 4.27K | Новый | $223,761 | 0.0% | New | 1 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 4.04K | +1.4% | $212,145 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Mackenzie Financial Corp | 3.88K | Новый | $203,467 | 0.0% | New | 1 | SEC ↗ |
| 82 | Ensign Peak Advisors, Inc | 1.98K | 0.0% | $103,779 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Federated Hermes, Inc. | 867 | -6.6% | $45,465 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 362 | +122.1% | $18,989 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Jones Financial Companies Lllp | 204 | +25.9% | $10,696 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Assetmark, Inc | 180 | 0.0% | $9,439 | 0.0% | Held | 3 | SEC ↗ |
| 87 | Optiver Holding B.V. | 176 | +144.4% | $9,229 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Danske Bank A/S | 100 | 0.0% | $5,244 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $3.47M | 0.0% |
| Citadel Advisors | $1.01M | 0.0% |
| Marshall Wace | $548,261 | 0.0% |
| Captrust Financial Advisors | $230,736 | 0.0% |
| HighTower Advisors, LLC | $229,477 | 0.0% |
| Pictet Asset Management… | $227,590 | 0.0% |
| Mitsubishi UFJ Trust &… | $223,761 | 0.0% |
| Mackenzie Financial Corp | $203,467 | 0.0% |
Закрыто
| Jane Street Group, Llc | $914,974 | составлял 0.0% |
| Hrt Financial Lp | $912,000 | составлял 0.0% |
| CIBC Asset Management Inc | $285,028 | составлял 0.0% |
| Hsbc Holdings Plc | $258,690 | составлял 0.0% |
| Susquehanna International… | $257,678 | 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 держатели 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: Q2 2026 ·
Методология ·
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