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 196 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $635 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
123
shares
|
$4,564
0.0% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
117
shares
|
$4,341
0.0% of portfolio
|
Q3 2025
Added 56.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
111
shares
|
$4,119
0.0% of portfolio
|
Q3 2025
Added 326.92%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
106
shares
|
$3,933
0.0% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
98
shares
|
$3,636
0.0% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
84
shares
|
$3,117
0.0% of portfolio
|
Q3 2025
Added 68.0%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
63
shares
|
$2,337
0.0% of portfolio
|
Q3 2025
Added 173.91%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
35
shares
|
$1,298
0.0% of portfolio
|
Q3 2025
Reduced 38.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
33
shares
|
$1,224
0.0% of portfolio
|
Q3 2025
Added 312.5%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28
shares
|
$1,039
0.0% of portfolio
|
Q3 2025
Added 211.11%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
18
shares
|
$667
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
18
shares
|
$667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
16
shares
|
$593
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
13
shares
|
$482
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
12
shares
|
$445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
10
shares
|
$371
0.0% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
8
shares
|
$296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4
shares
|
$148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2025
Reduced 98.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|