Institutional Ownership United Fire Group Inc (UFCS)
This table provides information about the institutional ownership of United Fire Group Inc (UFCS). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $436 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
139
shares
|
$3,780
0.0% of portfolio
|
Q4 2024
Reduced 24.04%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
123
shares
|
$3,345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
118
shares
|
$3,209
0.0% of portfolio
|
Q3 2024
Added 73.53%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
82
shares
|
$2,230
0.0% of portfolio
|
Q4 2024
Reduced 59.41%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
79
shares
|
$2,148
0.0% of portfolio
|
Q3 2024
Reduced 65.04%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
70
shares
|
$1,904
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
69
shares
|
$1,876
0.0% of portfolio
|
Q4 2024
Added 6800.0%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
49
shares
|
$1,332
0.0% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
46
shares
|
$1,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
42
shares
|
$1,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
39
shares
|
$1,060
0.0% of portfolio
|
Q4 2024
Added 1200.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
31
shares
|
$843
0.0% of portfolio
|
Q1 2024
Reduced 16.22%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
27
shares
|
$734
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
26
shares
|
$707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23
shares
|
$625
0.0% of portfolio
|
Q4 2023
Reduced 98.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
19
shares
|
$516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
13
shares
|
$353
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
10
shares
|
$272
0.0% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
9
shares
|
$244
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|