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Chuck Royce’s UFCS Holdings & Trades

First Buy
Q2 2013
Duration Held
29 Quarters
Largest Add
Q1 2021
+264,685 Shares
Current Position
247,009 Shares
$9.15 M Value

Chuck Royce's UFCS Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 247,009 shares of United Fire Group, Inc. (UFCS) worth $9.15 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in UFCS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 264,685 shares. Largest reduction occurred in Q3 2021, reducing 262,429 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's United Fire Group (UFCS) Holding Value Over Time

Track share changes against reported price movement

Quarterly United Fire Group (UFCS) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +11,084 Add 4.70% 247,009 $37.06
Q4 2025 +165,789 Add 236.38% 235,925 $36.35
Q3 2025 +70,136 New Buy 70,136 $30.42
Q4 2021 -235,638 Sold Out 0 $0.00
Q3 2021 -262,429 Reduce 52.69% 235,638 $23.10
Q2 2021 -10,800 Reduce 2.12% 498,067 $27.73
Q1 2021 +264,685 Add 108.40% 508,867 $34.80
Q4 2020 +233,672 Add 2223.33% 244,182 $25.10
Q3 2020 +10,510 New Buy 10,510 $20.36
Q1 2018 -26,251 Sold Out 0 $0.00
Q4 2017 -932 Reduce 3.43% 26,251 $45.60
Q3 2017 -1,234 Reduce 4.34% 27,183 $45.84
Q4 2016 -1,100 Reduce 3.73% 28,417 $49.16
Q2 2016 -6,000 Reduce 16.89% 29,517 $42.42
Q1 2016 -23,603 Reduce 39.92% 35,517 $43.81
Q4 2015 -83,974 Reduce 58.68% 59,120 $38.31
Q1 2015 +1,900 Add 1.35% 143,094 $31.77
Q4 2014 +800 Add 0.57% 141,194 $29.73
Q3 2014 +6,317 Add 4.71% 140,394 $27.77
Q2 2014 +6,100 Add 4.77% 134,077 $29.32
Q4 2013 -300 Reduce 0.23% 127,977 $28.66
Q3 2013 -15,400 Reduce 10.72% 128,277 $30.47
Q2 2013 +143,677 Add 0.00% 143,677 $24.83

Chuck Royce's United Fire Group Investment FAQs

Chuck Royce first purchased United Fire Group, Inc. (UFCS) in Q2 2013, acquiring 143,677 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held United Fire Group, Inc. (UFCS) for 29 quarters since Q2 2013.

Chuck Royce's largest addition to United Fire Group, Inc. (UFCS) was in Q1 2021, adding 508,867 shares worth $17.71 M.

According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 247,009 shares of United Fire Group, Inc. (UFCS), valued at approximately $9.15 M.

As of the Q1 2026 filing, United Fire Group, Inc. (UFCS) represents approximately 0.09% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in United Fire Group, Inc. (UFCS) was 508,867 shares, as reported at the end of Q1 2021.