UNITED FIRE GROUP INC - Common Stock (UFCS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UFCS on Nasdaq
Shares outstanding
25,361,583
Price per share
$36.35
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
16,814,277
Total reported value
$511,355,378
% of total 13F portfolios
0%
Share change
+312,416
Value change
+$9,957,808
Number of holders
189
Price from insider filings
$36.35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UNITED FIRE GROUP INC - Common Stock (UFCS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 13% $94,888,333 3,220,921 BlackRock, Inc. 31 Mar 2025
McIntyre Dee Ann 12% $87,918,421 2,984,332 McIntyre Dee Ann 31 Dec 2024

As of 30 Sep 2025, 189 institutional investors reported holding 16,814,277 shares of UNITED FIRE GROUP INC - Common Stock (UFCS). This represents 66% of the company’s total 25,361,583 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UNITED FIRE GROUP INC - Common Stock (UFCS) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 3,463,385 -1.7% 0% $105,356,183
VANGUARD GROUP INC 5.8% 1,476,203 +2.6% 0% $44,906,095
DIMENSIONAL FUND ADVISORS LP 5.8% 1,466,752 +0.5% 0.01% $44,617,851
STATE STREET CORP 3.2% 805,797 +1.3% 0% $24,512,345
SYSTEMATIC FINANCIAL MANAGEMENT LP 2.4% 621,092 +2.9% 0.46% $18,893,649
GEODE CAPITAL MANAGEMENT, LLC 2.3% 585,373 +14% 0% $17,809,606
BANK OF AMERICA CORP /DE/ 2.1% 531,257 -6.3% 0% $16,160,841
Invesco Ltd. 1.7% 419,177 +21% 0% $12,751,365
AMERICAN CENTURY COMPANIES INC 1.6% 401,300 +24% 0.01% $12,207,598
AQR CAPITAL MANAGEMENT LLC 1.3% 331,573 +10% 0.01% $10,086,460
MORGAN STANLEY 1.1% 271,843 -0.18% 0% $8,269,502
Hillsdale Investment Management Inc. 0.9% 227,268 +16% 0.21% $6,913,493
NORTHERN TRUST CORP 0.86% 217,240 +0.31% 0% $6,608,441
UBS Group AG 0.83% 211,339 +79% 0% $6,428,933
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.79% 201,033 +3.2% 0% $6,115,424
Allianz Asset Management GmbH 0.77% 195,270 0.01% $5,940,113
Connor, Clark & Lunn Investment Management Ltd. 0.75% 189,629 +14% 0.02% $5,768,514
EARNEST PARTNERS LLC 0.74% 187,752 -6.2% 0.02% $5,711,416
Bank of New York Mellon Corp 0.71% 178,931 +0.84% 0% $5,443,073
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.68% 172,430 +0.24% 0.11% $5,245,321
GOLDMAN SACHS GROUP INC 0.61% 154,080 +12% 0% $4,687,121
Qube Research & Technologies Ltd 0.56% 142,138 +24% 0.01% $4,323,838
JPMORGAN CHASE & CO 0.52% 132,894 -25% 0% $4,042,634
ENVESTNET ASSET MANAGEMENT INC 0.52% 130,649 -3.9% 0% $3,974,330
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.51% 128,722 -3.2% 0% $3,915,723

Institutional Holders of UNITED FIRE GROUP INC - Common Stock (UFCS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 89,054 $3,201,262 +$705,568 $36.35 11
2025 Q3 16,814,277 $511,355,378 +$9,957,808 $30.42 189
2025 Q2 16,537,288 $474,601,944 +$3,725,028 $28.70 176
2025 Q1 16,546,685 $487,454,107 +$6,727,290 $29.46 181
2024 Q4 16,282,697 $463,174,552 -$2,396,299 $28.45 171
2024 Q3 16,360,478 $342,420,218 +$7,565,473 $20.93 151
2024 Q2 16,023,972 $344,363,939 +$8,686,084 $21.49 150
2024 Q1 15,614,550 $339,931,208 -$4,509,602 $21.77 137
2023 Q4 15,610,277 $314,092,691 +$347,237 $20.12 132
2023 Q3 15,497,020 $306,070,437 +$1,563,594 $19.75 118
2023 Q2 15,465,986 $350,516,950 -$17,806,456 $22.66 116
2023 Q1 16,261,505 $431,738,913 +$1,324,503 $26.55 119
2022 Q4 16,134,426 $441,513,494 +$3,608,957 $27.36 117
2022 Q3 16,247,966 $466,874,502 -$101,383 $28.73 116
2022 Q2 16,031,682 $548,679,221 +$27,494,732 $34.23 128
2022 Q1 15,105,402 $469,306,844 +$8,920,996 $31.07 128
2021 Q4 11,052,948 $256,344,177 -$218,955 $23.19 112
2021 Q3 15,251,556 $352,383,474 -$6,663,679 $23.10 120
2021 Q2 15,518,084 $430,324,901 -$5,029,601 $27.73 121
2021 Q1 15,649,151 $544,459,757 -$7,284,969 $34.80 125
2020 Q4 15,481,186 $388,588,832 +$5,953,596 $25.10 109
2020 Q3 12,192,093 $247,794,636 -$8,535,645 $20.32 107
2020 Q2 15,624,631 $432,939,880 -$3,010,461 $27.71 112
2020 Q1 15,703,528 $511,961,940 -$5,259,869 $32.61 114
2019 Q4 15,952,137 $697,617,133 +$6,148,465 $43.73 133
2019 Q3 15,619,243 $733,684,977 -$10,342,473 $46.98 137
2019 Q2 15,971,588 $773,969,749 +$22,310,825 $48.46 147
2019 Q1 16,169,910 $706,803,856 -$5,591,273 $43.71 144
2018 Q4 16,260,536 $900,823,927 +$25,688,443 $55.45 146
2018 Q3 15,793,608 $801,621,022 +$6,639,570 $50.77 138
2018 Q2 15,651,861 $853,368,319 +$43,373,043 $54.51 144
2018 Q1 15,461,335 $740,131,160 +$5,814,037 $47.86 150
2017 Q4 15,333,500 $698,821,920 +$9,261,093 $45.58 142
2017 Q3 15,099,028 $691,941,354 +$2,531,149 $45.82 136
2017 Q2 15,050,183 $663,113,031 -$14,142,122 $44.06 138
2017 Q1 15,340,794 $656,164,247 +$93,923,130 $42.77 138
2016 Q4 15,483,319 $761,014,504 +$6,054,092 $49.17 139
2016 Q3 15,454,335 $653,309,579 -$1,999,128 $42.32 141
2016 Q2 15,497,720 $657,536,536 +$11,141,807 $42.43 141
2016 Q1 15,216,224 $666,796,471 +$14,722,220 $43.82 154
2015 Q4 14,883,106 $570,162,944 +$5,890,953 $38.31 142
2015 Q3 14,524,726 $509,079,669 +$2,890,919 $35.05 137
2015 Q2 14,203,030 $465,282,745 +$4,263,123 $32.76 117
2015 Q1 14,560,898 $462,386,720 -$1,344,557 $31.77 117
2014 Q4 14,628,447 $434,861,261 -$2,279,169 $29.73 114
2014 Q3 14,779,875 $410,434,211 -$1,986,368 $27.77 123
2014 Q2 14,842,704 $435,149,170 -$4,883,239 $29.32 130
2014 Q1 15,002,098 $455,293,381 +$1,472,080 $30.35 130