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UFCS — UNITED FIRE GROUP INC

Reported value held$474.19M
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)35
Institutional value$418.01M · 8.02M sh
New / Add / Cut / Exit4 / 17 / 13 / 1
Top-5 / Top-10 concentration69.2% / 84.3%
Institutional holdings change Accumulating +1.9% (+148.35K sh)
Institutional value change Up +44.1%

As of Q2 2026, 35 SEC-registered investment managers reported holding UFCS (UNITED FIRE GROUP INC) in their latest 13F filings, with a combined reported value of $418.01M across 8.02M shares. That is +1.9% by share count (+148.35K shares) versus the previous quarter, while reported value moved +44.1%. Ownership is concentrated: the five largest holders account for 69.2% of reported value and the top ten for 84.3%.

Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 13 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UFCS is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 3.49M $183.14M 0.00% Add
Vanguard Group history Q4 2025 1.51M $54.94M 0.00% Add
Geode Capital Management history Q2 2026 710.20K $37.25M 0.00% Add
Bank of America Corp history Q2 2026 475.52K $24.94M 0.00% Reduce
Invesco Ltd history Q2 2026 433.24K $22.72M 0.00% Add
AQR Capital Management history Q2 2026 405.80K $21.28M 0.01% Reduce
Morgan Stanley history Q2 2026 317.68K $16.66M 0.00% Add
Royce & Associates history Q2 2026 250.17K $13.12M 0.11% Add
Northern Trust Corp history Q2 2026 241.25K $12.65M 0.00% Add
Charles Schwab Investment Management history Q2 2026 210.18K $11.02M 0.00% Add
BNY Mellon history Q2 2026 184.76K $9.69M 0.00% Add
Principal Global Investors history Q2 2026 134.22K $7.04M 0.00% Add
Arrowstreet Capital history Q2 2026 130.91K $6.87M 0.00% Add
Prudential Financial history Q2 2026 117.35K $6.15M 0.01% Add
Goldman Sachs Group history Q2 2026 112.03K $5.87M 0.00% Reduce
Wells Fargo & Co history Q2 2026 101.17K $5.31M 0.00% Add
UBS Group AG history Q2 2026 86.12K $4.52M 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 82.65K $4.35M 0.00% New
PSP Investments history Q2 2026 75.75K $3.97M 0.01% Reduce
Franklin Resources history Q2 2026 68.24K $3.58M 0.00% Reduce

View all 40 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 3.57M 3.55M 3.54M 3.52M 3.46M 3.43M 3.45M 3.49M
Geode Capital Management 354.02K 366.34K 381.91K 390.60K 400.63K 414.01K 429.96K 441.30K 453.04K 476.85K 483.39K 499.31K 502.23K 500.62K 515.28K 515.41K 585.37K 615.05K 662.30K 710.20K
Bank of America Corp 467.85K 364.43K 498.99K 495.48K 473.97K 470.55K 490.29K 483.45K 486.38K 487.33K 551.17K 602.09K 613.68K 602.43K 607.64K 567.13K 531.26K 502.10K 497.42K 475.52K
Invesco Ltd 143.07K 225.94K 212.14K 440.03K 425.19K 335.35K 334.47K 357.47K 373.61K 208.61K 216.88K 236.74K 211.16K 180.07K 166.17K 347.01K 419.18K 362.63K 403.60K 433.24K
AQR Capital Management — 16.71K 19.23K 66.88K 82.75K 93.61K 87.60K 77.68K 72.25K 54.72K 67.76K 84.25K 97.71K 105.10K 188.76K 301.08K 331.57K 389.88K 422.05K 405.80K
Morgan Stanley 113.62K 158.12K 153.38K 284.09K 272.86K 266.23K 208.00K 182.50K 152.63K 208.54K 219.95K 288.68K 277.04K 248.71K 279.89K 272.34K 271.84K 322.29K 256.36K 317.68K
Royce & Associates 235.64K — — — — — — — — — — — — — — — 70.14K 235.93K 247.01K 250.17K
Northern Trust Corp 361.01K 300.16K 290.89K 292.75K 292.68K 301.76K 298.74K 285.33K 287.64K 281.87K 218.43K 219.62K 217.37K 220.02K 217.81K 216.56K 217.24K 204.17K 215.03K 241.25K
Charles Schwab Investment Management 260.70K 279.07K 304.40K 342.02K 346.99K 325.68K 321.85K 312.45K 336.38K 363.59K 376.39K 336.71K 280.64K 235.81K 186.47K 194.76K 201.03K 201.80K 203.45K 210.18K
BNY Mellon 239.12K 260.94K 257.23K 245.12K 253.51K 254.84K 243.92K 235.62K 224.57K 201.21K 192.26K 193.28K 178.59K 178.16K 175.19K 177.45K 178.93K 183.12K 180.32K 184.76K
Principal Global Investors 147.44K 143.52K 142.49K 133.25K 133.60K 132.52K 130.92K 123.34K 114.38K 110.64K 110.18K 104.74K 100.27K 103.21K 105.99K 123.74K 121.97K 128.78K 132.05K 134.22K
Arrowstreet Capital 33.79K — — — — — — — — — 87.61K 62.74K 90.54K 118.29K 140.81K 132.93K 128.72K 128.72K 122.74K 130.91K
Prudential Financial 23.73K 22.79K 49.37K 47.47K 31.05K 35.46K 25.15K 27.00K 25.05K 24.84K 24.27K 59.38K 142.25K 114.40K 68.17K 68.89K 88.49K 76.23K 59.97K 117.35K
Goldman Sachs Group 52.79K 60.59K 57.40K 60.07K 61.35K 87.17K 97.75K 98.90K 124.27K 141.27K 141.82K 204.48K 208.00K 155.76K 140.33K 137.41K 154.08K 171.33K 172.02K 112.03K
Wells Fargo & Co 311.75K 123.01K 184.10K 174.37K 172.06K 166.87K 189.19K 192.70K 170.12K 160.89K 174.60K 173.01K 163.94K 162.78K 122.62K 109.59K 107.20K 111.60K 92.80K 101.17K
UBS Group AG 3.29K 18.95K 11.03K 2.37K 3.18K 11.12K 18.69K 28.18K 13.93K 25.71K 24.80K 35.38K 59.89K 88.08K 328.04K 117.81K 211.34K 115.44K 162.43K 86.12K
JPMorgan Chase & Co 24.30K 32.58K 14.40K 11.52K 12.77K 12.85K 669 22.94K 29.24K 45.20K 54.53K 78.27K 99.62K 177.88K 194.70K 177.20K 132.89K 76.21K — 82.65K
PSP Investments 44.14K 44.14K 40.37K 40.00K 40.00K 39.42K 38.11K 38.52K 26.20K 44.05K 44.05K 46.73K 45.13K 53.31K 67.51K 72.89K 85.51K 75.98K 78.47K 75.75K
Franklin Resources — — 48.69K 73.97K 74.07K 82.47K 106.49K 106.59K 106.54K 106.53K 106.53K — — — 13.35K 13.35K 14.57K 16.40K 74.20K 68.24K
Norges Bank Investment Management — — — — — — — — — — — — — — — 41.30K — — — 66.20K

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