Skip to main content

United Fire Group Inc

UFCS
Exchange
Nasdaq
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0000101199

In the last 90 days, United Fire Group Inc insiders filed 0 open-market purchases and 1 sale; 230 institutions reported holding it in 13F filings for Q2 2026, worth $918.6M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in United Fire Group Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
137
+16 vs. Q3 2023
Shares held
15.8M
+106.9K (+0.7%) vs. Q3 2023
Total value
$318.5M
+$7.99M (+2.6%) vs. Q3 2023
New holders
23
48 more added
Sold out
7
48 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UFCS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 137 institutions
Q1 2021: 129 institutionsQ2 2021: 126 institutionsQ3 2021: 129 institutionsQ4 2021: 127 institutionsQ1 2022: 139 institutionsQ2 2022: 135 institutionsQ3 2022: 129 institutionsQ4 2022: 122 institutionsQ1 2023: 122 institutionsQ2 2023: 119 institutionsQ3 2023: 121 institutionsQ4 2023: 137 institutionsQ1 2024: 142 institutionsQ2 2024: 152 institutionsQ3 2024: 154 institutionsQ4 2024: 173 institutionsQ1 2025: 182 institutionsQ2 2025: 179 institutionsQ3 2025: 192 institutionsQ4 2025: 210 institutionsQ1 2026: 220 institutionsQ2 2026: 230 institutions
Value heldQ4 2023: $318.5M
Q1 2021: $545.0MQ2 2021: $430.3MQ3 2021: $352.7MQ4 2021: $353.0MQ1 2022: $485.6MQ2 2022: $554.7MQ3 2022: $467.0MQ4 2022: $448.5MQ1 2023: $433.9MQ2 2023: $355.9MQ3 2023: $310.5MQ4 2023: $318.5MQ1 2024: $340.5MQ2 2024: $344.3MQ3 2024: $342.4MQ4 2024: $463.3MQ1 2025: $487.2MQ2 2025: $474.5MQ3 2025: $511.4MQ4 2025: $612.5MQ1 2026: $635.5MQ2 2026: $918.6M
Institutions holding UFCS and their total value by quarter
QuarterHoldersValue
Q2 2026230$918.6M
Q1 2026220$635.5M
Q4 2025210$612.5M
Q3 2025192$511.4M
Q2 2025179$474.5M
Q1 2025182$487.2M
Q4 2024173$463.3M
Q3 2024154$342.4M
Q2 2024152$344.3M
Q1 2024142$340.5M
Q4 2023137$318.5M
Q3 2023121$310.5M
Q2 2023119$355.9M
Q1 2023122$433.9M
Q4 2022122$448.5M
Q3 2022129$467.0M
Q2 2022135$554.7M
Q1 2022139$485.6M
Q4 2021127$353.0M
Q3 2021129$352.7M
Q2 2021126$430.3M
Q1 2021129$545.0M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding United Fire Group Inc; share changes are against Q3 2023.

Institutions holding UFCS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Merriman Wealth Management, LLC43,335$871.9K0.04%00.0%Unchanged
Public Sector Pension Investment Board44,047$886.2K0.01%+17,846+68.1%Added
JPMorgan Chase & Co45,205$909.5K0.00%+15,966+54.6%Added
Gsa Capital Partners LLP49,541$997.0K0.08%+14,493+41.4%Added
Tudor Investment Corp Et Al51,205$1.03M0.01%+2,125+4.3%Added
AQR Capital Management LLC54,724$1.10M0.00%−17,527−24.3%Reduced
Legal & General Group Plc57,539$1.16M0.00%+1,119+2.0%Added
Empowered Funds, LLC57,867$1.16M0.03%+5,184+9.8%Added
Nuveen Asset Management, LLC58,640$1.18M0.00%+422+0.7%Added
Two Sigma Advisers, LP63,930$1.29M0.00%+10,200+19.0%Added
Two Sigma Investments, LP65,030$1.31M0.00%+17,406+36.5%Added
Rhumbline Advisers69,438$1.40M0.00%−1,184−1.7%Reduced
Ameriprise Financial Inc84,118$1.69M0.00%+561+0.7%Added
Franklin Resources Inc106,527$2.14M0.00%−110.0%Reduced
Principal Financial Group Inc110,638$2.23M0.00%−3,746−3.3%Reduced
Bridgeway Capital Management, LLC110,967$2.23M0.05%+5,184+4.9%Added
Assenagon Asset Management S.A.113,874$2.29M0.01%−29,249−20.4%Reduced
Royal Bank of Canada118,149$2.38M0.00%+2,557+2.2%Added
Jacobs Levy Equity Management, Inc136,541$2.75M0.01%+11,076+8.8%Added
Goldman Sachs Group Inc141,268$2.84M0.00%+17,001+13.7%Added
Millennium Management LLC154,058$3.10M0.00%−11,662−7.0%Reduced
Foundry Partners, LLC158,661$3.19M0.19%+12,815+8.8%Added
Wells Fargo & Company160,892$3.24M0.00%−9,231−5.4%Reduced
Envestnet Asset Management Inc175,872$3.54M0.00%−2,169−1.2%Reduced
Bank of New York Mellon Corp201,207$4.05M0.00%−23,359−10.4%Reduced
Morgan Stanley208,541$4.20M0.00%+55,906+36.6%Added
Invesco Ltd.208,608$4.20M0.00%−164,999−44.2%Reduced
Northern Trust Corp281,874$5.67M0.00%−5,766−2.0%Reduced
Systematic Financial Management LP327,509$6.59M0.20%+170.0%Added
Charles Schwab Investment Management Inc363,590$7.32M0.00%+27,213+8.1%Added
Geode Capital Management, LLC476,854$9.60M0.00%+23,819+5.3%Added
Bank of America Corp487,331$9.81M0.00%+953+0.2%Added
State Street Corp837,751$16.9M0.00%+10,578+1.3%Added
Earnest Partners LLC1,288,566$25.9M0.13%−72,997−5.4%Reduced
Dimensional Fund Advisors LP1,483,515$29.8M0.01%−75,545−4.8%Reduced
Vanguard Group Inc2,595,863$52.2M0.00%−10,790−0.4%Reduced
BlackRock Inc.3,612,427$72.7M0.00%+207,358+6.1%Added
Squarepoint Ops LLC0$00.00%−19,573−100.0%Sold out
Marshall Wace, LLP0$00.00%−16,601−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−14,173−100.0%Sold out
HighTower Advisors, LLC0$00.00%−10,599−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,379−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−1,258−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−54−100.0%Sold out