UFCS UNITED FIRE GROUP INC

Ownership history in SYSTEMATIC FINANCIAL MANAGEMENT LP  ·  57 quarters on record

AI Ownership Summary

SYSTEMATIC FINANCIAL MANAGEMENT LP reported UNITED FIRE GROUP INC (UFCS) in 57 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.53% in 2025 Q4. The latest visible filing shows UFCS at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UFCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SYSTEMATIC FINANCIAL MANAGEMENT LP's position in UNITED FIRE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UFCS was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SYSTEMATIC FINANCIAL MANAGEMENT LP held UFCS — position size vs. price
% of Fund (quarterly)    UFCS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 613,873 -7,219 -1.2% 0.53% $22.3M 2026-02-14 (Est.) $39.33
2025 Q3 ADDED 621,092 +17,345 +2.9% 0.46% $18.9M 2025-11-13 $36.49
2025 Q2 ADDED 603,747 +20,413 +3.5% 0.46% $17.3M 2025-08-13 $30.50
2025 Q1 ADDED 583,334 +31,140 +5.6% 0.49% $17.2M 2025-05-14 $27.51
2024 Q4 ADDED 552,194 +66,561 +13.7% 0.40% $15.7M 2025-02-14 $25.95
2024 Q3 ADDED 485,633 +48,049 +11.0% 0.26% $10.2M 2024-11-14 $24.38
2024 Q2 ADDED 437,584 +45,405 +11.6% 0.29% $9.4M 2024-08-16 $18.97
2024 Q1 ADDED 392,179 +64,670 +19.7% 0.24% $8.5M 2024-05-15 $22.36
2023 Q4 ADDED 327,509 +17 +0.0% 0.20% $6.6M 2024-02-14 $23.78
2023 Q3 ADDED 327,492 +808 +0.2% 0.21% $6.5M 2023-11-14 $19.31
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SYSTEMATIC FINANCIAL MANAGEMENT LP and UFCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SYSTEMATIC FINANCIAL MANAGEMENT LP reported owning UFCS?

SYSTEMATIC FINANCIAL MANAGEMENT LP reported UFCS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported UFCS position in SYSTEMATIC FINANCIAL MANAGEMENT LP's portfolio?

The largest reported portfolio weight for UFCS was 0.53% in 2025 Q4.

What is the latest reported UFCS position on this page?

The most recent filing on this page is 2025 Q4, when SYSTEMATIC FINANCIAL MANAGEMENT LP reported 613,873 shares, equal to 0.53% of portfolio, with an estimated market value of $22.3M.

What does the chart on this UFCS ownership page compare?

The chart compares SYSTEMATIC FINANCIAL MANAGEMENT LP's quarterly UFCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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