DaveManuel.com · Institutional Ownership · Who Owns It
UNITED FIRE GROUP INC (UFCS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
231
Reporting holders
$918.7M
Reported value
68.2%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+10
Holder change
Institutions report 17,526,726 shares against 25,705,439 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $183.1M | 3,492,305 | 0.00% | 8q | +1.3%+$2.3M |
| DIMENSIONAL FUND ADVISORS LP | $78.9M | 1,505,183 | 0.01% | 31q | +1.0%+$797.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.6M | 965,279 | 0.00% | 2q | HELD |
| STATE STREET CORP | $45.1M | 860,633 | 0.00% | 31q | +5.3%+$2.3M |
| AMERICAN CENTURY COMPANIES INC | $37.8M | 721,246 | 0.02% | 17q | +27.2%+$8.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $37.2M | 710,198 | 0.00% | 31q | +7.2%+$2.5M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $30.6M | 582,930 | 0.61% | 31q | -4.8%-$1.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $29.3M | 558,629 | 0.00% | 2q | +4.9%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $24.9M | 475,517 | 0.00% | 31q | -4.4%-$1.1M |
| Invesco Ltd. | $22.7M | 433,243 | 0.00% | 31q | +7.3%+$1.6M |
| AQR CAPITAL MANAGEMENT LLC | $21.3M | 405,797 | 0.01% | 19q | -3.9%-$852.5K |
| MORGAN STANLEY | $16.7M | 317,680 | 0.00% | 35q | +23.9%+$3.2M |
| ROYCE & ASSOCIATES LP | $13.1M | 250,169 | 0.11% | 4q | +1.3%+$165.7K |
| Hillsdale Investment Management Inc. | $12.7M | 241,568 | 0.29% | 8q | +14.1%+$1.6M |
| NORTHERN TRUST CORP | $12.7M | 241,255 | 0.00% | 31q | +12.2%+$1.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.0M | 210,176 | 0.00% | 31q | +3.3%+$352.7K |
| Allianz Asset Management GmbH | $10.8M | 206,522 | 0.01% | 4q | -18.0%-$2.4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10.0M | 190,184 | 0.18% | 31q | +10.3%+$931.0K |
| Connor, Clark & Lunn Investment Management Ltd. | $9.7M | 185,359 | 0.02% | 10q | -1.3%-$127.3K |
| Bank of New York Mellon Corp | $9.7M | 184,759 | 0.00% | 31q | +2.5%+$232.6K |
| EARNEST PARTNERS LLC | $8.3M | 158,487 | 0.03% | 31q | -3.9%-$333.6K |
| PANAGORA ASSET MANAGEMENT INC | $7.9M | 149,885 | 0.02% | 5q | +107.1%+$4.1M |
| VANGUARD FIDUCIARY TRUST CO | $7.6M | 145,268 | 0.00% | 2q | +1.0%+$76.2K |
| PRINCIPAL FINANCIAL GROUP INC | $7.0M | 134,217 | 0.00% | 31q | +1.6%+$113.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.9M | 130,915 | 0.00% | 10q | +6.7%+$428.7K |
| LSV ASSET MANAGEMENT | $6.7M | 127,991 | 0.01% | 5q | +34.0%+$1.7M |
| PRUDENTIAL FINANCIAL INC | $6.2M | 117,347 | 0.01% | 32q | +95.7%+$3.0M |
| CSM Advisors, LLC | $6.0M | 115,190 | 0.13% | 5q | +18.8%+$957.4K |
| Empowered Funds, LLC | $5.9M | 113,184 | 0.03% | 2q | +18.6%+$931.0K |
| ENVESTNET ASSET MANAGEMENT INC | $5.9M | 112,740 | 0.00% | 31q | -1.8%-$109.2K |
| GOLDMAN SACHS GROUP INC | $5.9M | 112,026 | 0.00% | 31q | -34.9%-$3.1M |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 105,036 | 0.00% | 7q | +195.7%+$3.6M |
| ZACKS INVESTMENT MANAGEMENT | $5.4M | 103,681 | 0.04% | 6q | +6.0%+$309.8K |
| WELLS FARGO & COMPANY/MN | $5.3M | 101,172 | 0.00% | 31q | +9.0%+$439.3K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.2M | 99,376 | 0.02% | 31q | -4.8%-$264.2K |
| ROYAL BANK OF CANADA | $4.6M | 88,624 | 0.00% | 31q | -21.9%-$1.3M |
| UBS Group AG | $4.5M | 86,116 | 0.00% | 31q | -47.0%-$4.0M |
| JPMORGAN CHASE & CO | $4.4M | 82,648 | 0.00% | 31q | +54.4%+$1.5M |
| AMERIPRISE FINANCIAL INC | $4.3M | 82,224 | 0.00% | 31q | +6.4%+$259.1K |
| FIRST TRUST ADVISORS LP | $4.2M | 80,724 | 0.00% | 4q | +14.6%+$538.7K |
| MARTINGALE ASSET MANAGEMENT L P | $4.1M | 77,900 | 0.10% | 31q | +2.5%+$99.4K |
| Trexquant Investment LP | $4.1M | 77,832 | 0.02% | 7q | +34.1%+$1.0M |
| Public Sector Pension Investment Board | $4.0M | 75,754 | 0.01% | 31q | -3.5%-$142.3K |
| FRANKLIN RESOURCES INC | $3.6M | 68,241 | 0.00% | 6q | -8.0%-$312.7K |
| Qube Research & Technologies Ltd | $3.5M | 66,981 | 0.00% | 11q | -50.7%-$3.6M |
| NORGES BANK | $3.5M | 66,200 | 0.00% | new | NEW |
| BARCLAYS PLC | $3.3M | 63,269 | 0.00% | 31q | -16.0%-$632.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.8M | 53,139 | 0.00% | 31q | +14.7%+$357.0K |
| RHUMBLINE ADVISERS | $2.8M | 52,496 | 0.00% | 31q | -11.8%-$366.8K |
| Legal & General Group Plc | $2.7M | 51,088 | 0.00% | 31q | +3.4%+$88.1K |
| Russell Investments Group, Ltd. | $2.7M | 50,601 | 0.00% | 31q | +11.2%+$268.1K |
| BNP PARIBAS FINANCIAL MARKETS | $2.5M | 48,213 | 0.00% | 31q | +46.4%+$801.0K |
| Quantinno Capital Management LP | $2.5M | 47,680 | 0.00% | 4q | +8.8%+$201.3K |
| IEQ CAPITAL, LLC | $2.5M | 47,644 | 0.01% | 6q | -13.0%-$374.8K |
| JUPITER ASSET MANAGEMENT LTD | $2.4M | 46,229 | 0.01% | 3q | HELD |
| GLOBEFLEX CAPITAL L P | $2.3M | 43,882 | 0.29% | 7q | +2.1%+$48.0K |
| Swiss National Bank | $2.3M | 43,600 | 0.00% | 31q | +1.9%+$42.0K |
| INTECH INVESTMENT MANAGEMENT LLC | $2.3M | 43,502 | 0.02% | 7q | -35.7%-$1.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.3M | 43,016 | 0.00% | 31q | +110.4%+$1.2M |
| Nuveen, LLC | $2.2M | 42,889 | 0.00% | 6q | +7.4%+$155.8K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.9M | 37,091 | 0.01% | 9q | -25.0%-$647.8K |
| Man Group plc | $1.9M | 37,048 | 0.00% | 6q | -5.2%-$106.1K |
| Cerity Partners LLC | $1.9M | 36,481 | 0.00% | 3q | -4.0%-$80.2K |
| LPL Financial LLC | $1.9M | 36,054 | 0.00% | 11q | +66.6%+$755.5K |
| Integrated Quantitative Investments LLC | $1.8M | 35,093 | 0.30% | 7q | +284.6%+$1.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $1.7M | 33,101 | 0.00% | 7q | +2.2%+$37.1K |
| TWO SIGMA INVESTMENTS, LP | $1.7M | 32,700 | 0.00% | 13q | -66.0%-$3.3M |
| RENAISSANCE TECHNOLOGIES LLC | $1.7M | 32,427 | 0.00% | 12q | -52.9%-$1.9M |
| GSA CAPITAL PARTNERS LLP | $1.7M | 31,982 | 0.11% | 13q | -3.4%-$58.6K |
| Point72 Asset Management, L.P. | $1.6M | 30,991 | 0.00% | 2q | -28.2%-$638.1K |
| ACADIAN ASSET MANAGEMENT LLC | $1.6M | 30,686 | 0.00% | 8q | -20.4%-$413.2K |
| Wilmington Savings Fund Society, FSB | $1.4M | 27,499 | 0.03% | 8q | HELD |
| XTX Topco Ltd | $1.4M | 27,174 | 0.02% | 3q | +327.4%+$1.1M |
| Focus Partners Wealth | $1.4M | 26,879 | 0.00% | 3q | +1.6%+$22.2K |
| Ellsworth Advisors, LLC | $1.3M | 25,734 | 0.21% | 4q | HELD |
| Cetera Investment Advisers | $1.2M | 23,301 | 0.00% | 4q | -5.1%-$65.3K |
| Allspring Global Investments Holdings, LLC | $1.2M | 22,275 | 0.00% | 6q | +3.3%+$37.5K |
| Creative Planning | $1.2M | 22,663 | 0.00% | 4q | +11.9%+$126.1K |
| DEUTSCHE BANK AG\ | $1.2M | 22,543 | 0.00% | 34q | +25.4%+$239.5K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.1M | 21,923 | 0.00% | 31q | -1.2%-$14.3K |
| EXCHANGE TRADED CONCEPTS, LLC | $1.1M | 21,277 | 0.01% | 2q | -1.5%-$16.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.1M | 21,118 | 0.00% | 31q | -20.7%-$288.3K |
| Horizon Investments, LLC | $1.1M | 18,627 | 0.01% | 5q | -1.1%-$12.4K |
| FMR LLC | $1.1M | 20,782 | 0.00% | 18q | -13.2%-$166.0K |
| CITADEL ADVISORS LLC | $1.0M | 19,337 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $1.0M | 27,155 | 0.00% | 31q | +36.8%+$270.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $953.4K | 18,180 | 0.00% | 7q | -18.7%-$218.7K |
| Vanguard Global Advisers, LLC | $950.6K | 18,127 | 0.00% | 2q | +12.6%+$106.3K |
| Tidal Investments LLC | $949.4K | 18,105 | 0.00% | 2q | -13.6%-$149.8K |
| CANADA LIFE ASSURANCE Co | $867.0K | 16,538 | 0.00% | 27q | -7.0%-$65.0K |
| STRS OHIO | $860.0K | 16,400 | 0.00% | 5q | -5.7%-$52.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $831.0K | 15,846 | 0.00% | 2q | HELD |
| SG Americas Securities, LLC | $780.0K | 14,878 | 0.00% | 4q | -23.8%-$243.3K |
| Mariner, LLC | $764.8K | 14,584 | 0.00% | 4q | -0.9%-$7.3K |
| Thrivent Financial for Lutherans | $760.0K | 14,489 | 0.00% | 31q | -1.1%-$8.2K |
| State of Tennessee, Department of Treasury | $759.0K | 14,474 | 0.00% | 31q | -9.4%-$79.1K |
| CITIGROUP INC | $749.9K | 14,301 | 0.00% | 31q | -14.9%-$131.5K |
| HANCOCK WHITNEY CORP | $720.6K | 13,741 | 0.01% | 2q | +1.2%+$8.4K |
| Aquatic Capital Management LLC | $696.8K | 13,287 | 0.02% | new | NEW |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $673.9K | 12,850 | 0.01% | 3q | +47.8%+$217.9K |
Showing the largest 100 of 231 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-21 | 2026-08-21 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-03 | Carlton Scott L | Director | Sold | 9,777 | $542.8K |
| 2026-06-05 | MILLIGAN GEORGE D | Director | Bought | 4,500 | $203.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 41 | $11.6M | 220,210 | 8 | 10 | 7 | 0.0% |
| Q2 2026 | 231 | $918.7M | 17,526,726 | 33 | 88 | 62 | 0.0% |
| Q1 2026 | 221 | $635.6M | 17,148,308 | 25 | 81 | 60 | 0.0% |
| Q4 2025 | 210 | $612.8M | 16,870,259 | 30 | 70 | 64 | 0.0% |
| Q3 2025 | 192 | $515.4M | 16,948,799 | 25 | 63 | 65 | 0.0% |
| Q2 2025 | 179 | $477.6M | 16,640,016 | 21 | 67 | 54 | 0.0% |
| Q1 2025 | 182 | $488.2M | 16,572,501 | 26 | 72 | 52 | 0.0% |
| Q4 2024 | 174 | $463.5M | 16,287,386 | 29 | 51 | 55 | 0.0% |
| Q3 2024 | 153 | $344.7M | 16,460,436 | 19 | 55 | 48 | 0.0% |
| Q2 2024 | 151 | $346.1M | 16,099,922 | 25 | 56 | 46 | 0.0% |
| Q1 2024 | 141 | $352.6M | 16,193,130 | 18 | 44 | 48 | 0.0% |
| Q4 2023 | 136 | $323.6M | 16,082,509 | 16 | 44 | 45 | 0.0% |
| Q3 2023 | 121 | $310.6M | 15,721,876 | 20 | 31 | 44 | 0.0% |
| Q2 2023 | 119 | $355.9M | 15,701,694 | 12 | 33 | 48 | 0.0% |
| Q1 2023 | 121 | $434.0M | 16,425,051 | 11 | 30 | 43 | 0.0% |
| Q4 2022 | 123 | $449.0M | 16,402,245 | 11 | 41 | 44 | 0.0% |
| Q3 2022 | 122 | $517.1M | 17,997,008 | 9 | 44 | 34 | 0.0% |
| Q2 2022 | 129 | $615.0M | 17,963,755 | 17 | 42 | 39 | 0.0% |
| Q1 2022 | 132 | $540.1M | 17,375,274 | 20 | 34 | 42 | 0.1% |
| Q4 2021 | 120 | $478.4M | 20,611,175 | 14 | 36 | 39 | 0.1% |
| Q3 2021 | 121 | $475.4M | 20,550,340 | 13 | 36 | 40 | 0.1% |
| Q2 2021 | 120 | $632.6M | 22,813,626 | 11 | 34 | 40 | 0.0% |
| Q1 2021 | 125 | $798.8M | 22,956,462 | 23 | 21 | 50 | 0.0% |
| Q4 2020 | 112 | $576.1M | 22,945,276 | 9 | 40 | 33 | 0.0% |
| Q3 2020 | 109 | $463.4M | 22,803,451 | 12 | 34 | 35 | 0.0% |
| Q2 2020 | 116 | $631.5M | 22,781,617 | 13 | 43 | 29 | 0.0% |
| Q1 2020 | 122 | $1.1B | 32,775,683 | 7 | 44 | 37 | 0.0% |
| Q4 2019 | 138 | $1.1B | 24,070,595 | 15 | 42 | 45 | 0.0% |
| Q3 2019 | 140 | $1.1B | 23,581,646 | 6 | 49 | 43 | 0.2% |
| Q2 2019 | 150 | $1.1B | 23,312,462 | 21 | 51 | 35 | 0.2% |
| Q1 2019 | 145 | $1.0B | 23,449,812 | 12 | 59 | 40 | 0.1% |
| Q4 2018 | 148 | $1.3B | 24,100,262 | 2 | 4 | 4 | 0.1% |