UFCS United Fire Group, Inc.
United Fire Group, Inc. (UFCS) Institutional Ownership
What the institutions did with UFCS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.5M | 40.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 679.8K | 17.7% |
| ROYCE & ASSOCIATES LP | 209.9K | 5.5% |
| Bank of New York Mellon Corp | 180.0K | 4.7% |
| Amundi | 170.3K | 4.4% |
| PRINCIPAL FINANCIAL GROUP INC | 147.9K | 3.8% |
| LSV ASSET MANAGEMENT | 143.3K | 3.7% |
| BARCLAYS PLC | 58.7K | 1.5% |
| JUPITER ASSET MANAGEMENT LTD | 50.9K | 1.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 50.7K | 1.3% |
| Nuveen, LLC | 43.6K | 1.1% |
| LPL Financial LLC | 43.1K | 1.1% |
| Creative Planning | 27.9K | 0.7% |
| Wilmington Savings Fund Society, FSB | 27.5K | 0.7% |
| Ellsworth Advisors, LLC | 25.7K | 0.7% |
| SIERRA SUMMIT ADVISORS LLC | 25.1K | 0.7% |
| Allspring Global Investments Holdings, LLC | 23.2K | 0.6% |
| VCI Wealth Management LLC | 23.1K | 0.6% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 21.6K | 0.6% |
| STRS OHIO | 20.9K | 0.5% |
| FMR LLC | 20.8K | 0.5% |
| DEUTSCHE BANK AG\ | 20.8K | 0.5% |
| Russell Investments Group, Ltd. | 19.6K | 0.5% |
| Thrivent Financial for Lutherans | 13.6K | 0.4% |
| BAILARD, INC. | 12.5K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Amundi | New | 0 | 170.3K | +170.3K |
| ROYCE & ASSOCIATES LP | Reduced | 250.2K | 209.9K | -40.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.5M | 1.5M | +37.3K |
| Russell Investments Group, Ltd. | Reduced | 50.6K | 19.6K | -31.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 710.2K | 679.8K | -30.4K |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 30.7K | 3.7K | -27.0K |
| SIERRA SUMMIT ADVISORS LLC | New | 0 | 25.1K | +25.1K |
| VCI Wealth Management LLC | New | 0 | 23.1K | +23.1K |
| EXCHANGE TRADED CONCEPTS, LLC | Sold Out | 21.3K | 0 | -21.3K |
| LSV ASSET MANAGEMENT | Increased | 128.0K | 143.3K | +15.3K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 134.2K | 147.9K | +13.7K |
| Edgestream Partners, L.P. | New | 0 | 12.3K | +12.3K |
| Artemis Investment Management LLP | New | 0 | 12.1K | +12.1K |
| Achmea Investment Management B.V. | New | 0 | 8.3K | +8.3K |
| CITIGROUP INC | Reduced | 14.3K | 6.3K | -8.0K |
| INTECH INVESTMENT MANAGEMENT LLC | Increased | 43.5K | 50.7K | +7.2K |
| LPL Financial LLC | Increased | 36.1K | 43.1K | +7.1K |
| Creative Planning | Increased | 22.7K | 27.9K | +5.2K |
| Bank of New York Mellon Corp | Reduced | 184.8K | 180.0K | -4.7K |
| Maryland State Retirement & Pension System | New | 0 | 4.7K | +4.7K |
| JUPITER ASSET MANAGEMENT LTD | Increased | 46.2K | 50.9K | +4.7K |
| BARCLAYS PLC | Reduced | 63.3K | 58.7K | -4.6K |
| STRS OHIO | Increased | 16.4K | 20.9K | +4.5K |
| HighTower Advisors, LLC | Sold Out | 4.4K | 0 | -4.4K |
| State of Wyoming | New | 0 | 4.0K | +4.0K |
| MACKENZIE FINANCIAL CORP | Sold Out | 3.9K | 0 | -3.9K |
| Merit Financial Group, LLC | New | 0 | 3.8K | +3.8K |
| State of Alaska, Department of Revenue | Reduced | 10.4K | 6.7K | -3.7K |
| VIRTUS ADVISERS, LLC | Increased | 6.2K | 9.1K | +2.9K |
| Clearstead Advisors, LLC | Reduced | 2.6K | 6 | -2.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 11.0K | 8.5K | -2.5K |
| DEUTSCHE BANK AG\ | Reduced | 22.5K | 20.8K | -1.7K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 3.3K | 4.8K | +1.5K |
| Savant Capital, LLC | Reduced | 8.4K | 7.0K | -1.5K |
| Thrivent Financial for Lutherans | Reduced | 14.5K | 13.6K | -919 |
| Allspring Global Investments Holdings, LLC | Increased | 22.3K | 23.2K | +909 |
| Police & Firemen's Retirement System of New Jersey | Reduced | 6.7K | 5.9K | -760 |
| R Squared Ltd | Reduced | 10.2K | 9.4K | -750 |
| Nuveen, LLC | Increased | 42.9K | 43.6K | +749 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 11.3K | 12.0K | +701 |
| Diversified Trust Co | Increased | 5.2K | 5.8K | +654 |
| Louisiana State Employees Retirement System | Reduced | 9.7K | 9.1K | -600 |
| Illinois Municipal Retirement Fund | Increased | 10.8K | 11.4K | +567 |
| CHOREO, LLC | Reduced | 4.3K | 3.9K | -428 |
| AMALGAMATED BANK | Reduced | 5.9K | 5.5K | -375 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | Reduced | 5.1K | 4.8K | -300 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 21.9K | 21.6K | -285 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Reduced | 5.2K | 5.0K | -205 |
| GAMMA Investing LLC | Increased | 2.1K | 2.3K | +192 |
| Cullen/Frost Bankers, Inc. | Increased | 1.0K | 1.2K | +177 |
| SJS Investment Consulting Inc. | Increased | 138 | 314 | +176 |
| Covestor Ltd | Reduced | 702 | 539 | -163 |
| GILL CAPITAL PARTNERS, LLC | Sold Out | 153 | 0 | -153 |
| Farther Finance Advisors, LLC | Increased | 4.1K | 4.2K | +152 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 6.0K | 6.1K | +133 |
| IFP Advisors, Inc | Reduced | 1.4K | 1.3K | -98 |
| HARBOUR INVESTMENTS, INC. | Reduced | 887 | 790 | -97 |
| Ellsworth Advisors, LLC | Reduced | 25.7K | 25.7K | -72 |
| FMR LLC | Increased | 20.8K | 20.8K | +61 |
| PICTON MAHONEY ASSET MANAGEMENT | Reduced | 65 | 15 | -50 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.