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Security record · archived quarter

UFCS

United Fire Group, Inc. · Financial Services · Insurance - Property & Casualty

56.44 +1.9% mkt cap $1.45B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
89Tracked holders
0Δ holders
13.74MShares held
$499.38MReported value
+0New positions
−0Exits
Stable Conviction score 53/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.5% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 12.03K $678,375 n/a n/a
Q2 2026 88 +2 13.48M $706.30M +8 −5
Q1 2026 88 -1 13.30M $492.85M +3 −4
Q4 2025 89 0 13.74M $499.38M n/a n/a
Q3 2025 16 -1 7.92M $240.96M n/a −2
Q2 2025 15 0 7.29M $209.25M +1 −1
Q1 2025 12 0 2.35M $69.19M n/a n/a
Q4 2024 12 0 2.11M $60.13M n/a n/a
Q3 2024 11 0 1.24M $26.05M n/a n/a
Q2 2024 11 n/a 1.28M $27.55M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 3.43M -1.1% $124.57M 0.0% ▼ Trim 3 SEC ↗ ×12
2 The Vanguard Group ✦ (passive) 1.51M +2.4% $54.94M 0.0% ▲ Add 3 SEC ↗ ×5
3 Dimensional Fund Advisors Lp 1.48M n/a $53.71M 0.0% n/c 1 SEC ↗ ×4
4 State Street Global Advisors ✦ (passive) 809.09K +0.4% $29.41M 0.0% ▲ Add 5 SEC ↗
5 Geode Capital Management ✦ (passive) 615.05K +5.1% $22.36M 0.0% ▲ Add 7 SEC ↗ ×2
6 Bank Of America Corp /De/ 502.10K n/a $18.25M 0.0% n/c 1 SEC ↗ ×6
7 American Century Companies Inc 464.23K n/a $16.87M 0.0% n/c 1 SEC ↗
8 AQR Capital Management ✦ 389.88K +17.6% $14.17M 0.0% ▲ Add 7 SEC ↗ ×6
9 Invesco Ltd. 362.63K n/a $13.18M 0.0% n/c 1 SEC ↗ ×5
10 Morgan Stanley ✦ 322.29K +18.6% $11.72M 0.0% ▲ Add 2 SEC ↗ ×7
11 Northern Trust Corp 204.17K n/a $7.42M 0.0% n/c 1 SEC ↗ ×6
12 Charles Schwab Investment… 201.80K n/a $7.34M 0.0% n/c 1 SEC ↗
13 Connor, Clark & Lunn Investment… 192.43K n/a $6.99M 0.0% n/c 1 SEC ↗
14 Bank of New York Mellon Corp 183.12K n/a $6.66M 0.0% n/c 1 SEC ↗ ×7
15 Goldman Sachs Group ✦ 171.33K +11.2% $6.23M 0.0% ▲ Add 2 SEC ↗ ×2
16 Allianz Asset Management GmbH 171.19K n/a $6.22M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 146.41K n/a $5.32M 0.0% n/c 1 SEC ↗ ×6
18 Qube Research & Technologies Ltd 141.54K n/a $5.14M 0.0% n/c 1 SEC ↗
19 Renaissance Technologies ✦ 140.51K +94.4% $5.11M 0.0% ▲ Add 7 SEC ↗
20 Principal Financial Group Inc 128.78K n/a $4.68M 0.0% n/c 1 SEC ↗ ×2
21 Arrowstreet Capital ✦ 128.72K 0.0% $4.68M 0.0% Held 7 SEC ↗
22 Envestnet Asset Management Inc 124.17K n/a $4.51M 0.0% n/c 1 SEC ↗
23 Hotchkis & Wiley Capital Management… 117.10K n/a $4.26M 0.0% n/c 1 SEC ↗
24 UBS Group AG 115.44K n/a $4.20M 0.0% n/c 1 SEC ↗ ×3
25 Wells Fargo & Company/Mn 111.60K n/a $4.06M 0.0% n/c 1 SEC ↗ ×3
26 Barclays Plc 104.08K n/a $3.78M 0.0% n/c 1 SEC ↗ ×2
27 Ameriprise Financial Inc 90.12K n/a $3.28M 0.0% n/c 1 SEC ↗
28 Prudential Financial Inc 76.23K n/a $2.77M 0.0% n/c 1 SEC ↗ ×2
29 JPMorgan Chase ✦ 76.21K -71.3% $2.77M 0.0% ▼ Trim 2 SEC ↗ ×4
30 First Trust Advisors Lp 69.72K n/a $2.53M 0.0% n/c 1 SEC ↗
31 Two Sigma Investments ✦ 68.19K -28.3% $2.48M 0.0% ▼ Trim 7 SEC ↗
32 Marshall Wace ✦ 67.67K -39.5% $2.46M 0.0% ▼ Trim 7 SEC ↗
33 Rhumbline Advisers 58.43K n/a $2.12M 0.0% n/c 1 SEC ↗
34 Legal & General Group Plc 52.99K n/a $1.93M 0.0% n/c 1 SEC ↗ ×3
35 Russell Investments Group, Ltd. 52.48K n/a $1.91M 0.0% n/c 1 SEC ↗ ×6
36 T. Rowe Price ✦ 43.26K -16.7% $1.57M 0.0% ▼ Trim 7 SEC ↗
37 Swiss National Bank 42.80K n/a $1.56M 0.0% n/c 1 SEC ↗
38 Nuveen, LLC 39.70K n/a $1.44M 0.0% n/c 1 SEC ↗ ×2
39 Millennium Management ✦ 39.04K +4.0% $1.42M 0.0% ▲ Add 7 SEC ↗
40 Raymond James Financial Inc 36.26K n/a $1.32M 0.0% n/c 1 SEC ↗ ×2
41 Cerity Partners LLC 35.22K n/a $1.28M 0.0% n/c 1 SEC ↗ ×3
42 Fidelity (FMR) ✦ 34.95K -22.2% $1.27M 0.0% ▼ Trim 3 SEC ↗ ×2
43 Man Group plc 34.71K n/a $1.26M 0.0% n/c 1 SEC ↗
44 Bnp Paribas Financial Markets 33.95K n/a $1.23M 0.0% n/c 1 SEC ↗
45 Voya Investment Management Llc 32.49K n/a $1.18M 0.0% n/c 1 SEC ↗
46 Hrt Financial Lp 29.03K n/a $1.05M 0.0% n/c 1 SEC ↗
47 Cetera Investment Advisers 28.07K n/a $1.02M 0.0% n/c 1 SEC ↗
48 Focus Partners Wealth 26.00K n/a $945,282 0.0% n/c 1 SEC ↗
49 UBS AM, a distinct business unit of… 24.79K n/a $901,189 0.0% n/c 1 SEC ↗ ×2
50 California State Teachers… 21.37K n/a $776,836 0.0% n/c 1 SEC ↗
51 Citigroup Inc 21.12K n/a $767,749 0.0% n/c 1 SEC ↗ ×3
52 Hsbc Holdings Plc 20.01K n/a $728,218 0.0% n/c 1 SEC ↗ ×2
53 Alliancebernstein L.P. 19.86K n/a $721,729 0.0% n/c 1 SEC ↗
54 Allspring Global Investments… 19.37K n/a $689,078 0.0% n/c 1 SEC ↗ ×2
55 Cwm, Llc 17.41K n/a $633,000 0.0% n/c 1 SEC ↗
56 Franklin Resources Inc 16.40K n/a $596,067 0.0% n/c 1 SEC ↗ ×2
57 Quantinno Capital Management LP 16.32K n/a $593,091 0.0% n/c 1 SEC ↗
58 LPL Financial LLC 16.23K n/a $590,051 0.0% n/c 1 SEC ↗
59 State Of Wisconsin Investment Board 16.13K n/a $586,435 0.0% n/c 1 SEC ↗
60 Jane Street Group, Llc 15.98K n/a $580,837 0.0% n/c 1 SEC ↗ ×2
61 Deutsche Bank Ag\ 14.90K n/a $541,724 0.0% n/c 1 SEC ↗
62 Creative Planning 14.54K n/a $528,396 0.0% n/c 1 SEC ↗
63 Mariner, LLC 12.65K n/a $460,195 0.0% n/c 1 SEC ↗
64 Commonwealth Equity Services, Llc 11.01K n/a $400,360 0.0% n/c 1 SEC ↗
65 Mercer Global Advisors Inc /Adv 10.20K n/a $370,879 0.0% n/c 1 SEC ↗
66 MIRAE ASSET GLOBAL ETFS HOLDINGS… 9.78K n/a $355,467 0.0% n/c 1 SEC ↗
67 Wealth Enhancement Advisory… 9.92K n/a $354,863 0.0% n/c 1 SEC ↗
68 Janus Henderson Group Plc 9.17K n/a $333,503 0.0% n/c 1 SEC ↗
69 Canada Pension Plan Investment Board 8.80K n/a $319,880 0.0% n/c 1 SEC ↗
70 Us Bancorp \De\ 7.99K n/a $290,400 0.0% n/c 1 SEC ↗
71 New York State Common Retirement… 7.98K n/a $289,964 0.0% n/c 1 SEC ↗
72 CIBC Asset Management Inc 7.69K n/a $279,568 0.0% n/c 1 SEC ↗
73 D. E. Shaw & Co. ✦ 6.74K -72.7% $244,817 0.0% ▼ Trim 7 SEC ↗
74 Manufacturers Life Insurance… 6.36K n/a $231,222 0.0% n/c 1 SEC ↗
75 Squarepoint Ops LLC 6.32K n/a $229,805 0.0% n/c 1 SEC ↗
76 Mackenzie Financial Corp 6.26K n/a $228,067 0.0% n/c 1 SEC ↗
77 Pnc Financial Services Group, Inc. 6.04K n/a $219,644 0.0% n/c 1 SEC ↗ ×4
78 State Board Of Administration Of… 6.04K n/a $219,590 0.0% n/c 1 SEC ↗
79 Zurcher Kantonalbank (Zurich… 6.02K n/a $218,863 0.0% n/c 1 SEC ↗
80 Stifel Financial Corp 5.66K n/a $205,727 0.0% n/c 1 SEC ↗
81 Osaic Holdings, Inc. 4.03K n/a $146,452 0.0% n/c 1 SEC ↗
82 Ensign Peak Advisors, Inc 1.98K n/a $71,937 0.0% n/c 1 SEC ↗
83 Federated Hermes, Inc. 1.19K n/a $43,257 0.0% n/c 1 SEC ↗
84 Danske Bank A/S 500 n/a $18,175 0.0% n/c 1 SEC ↗
85 Assetmark, Inc 111 n/a $4,035 0.0% n/c 1 SEC ↗
86 Fifth Third Bancorp 98 n/a $3,562 0.0% n/c 1 SEC ↗
87 Optiver Holding B.V. 94 n/a $3,417 0.0% n/c 1 SEC ↗
88 Jones Financial Companies Lllp 33 n/a $1,200 0.0% n/c 1 SEC ↗
89 Rockefeller Capital Management L.P. 8 n/a $310 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 218 holders, 17.09M shares, $618.30M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 03 Carlton Scott L

Director · 9.78K sh · $542,799

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API