Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UFCS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.4M | $127.8M | +0.6% | 13.462% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $55.2M | +0.8% | 5.817% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 966K | $35.8M | — | 3.772% | 0.00% |
| 4 | STATE STREET CORP | 817K | $30.3M | +1.0% | 3.192% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 662K | $24.5M | +7.7% | 2.586% | 0.00% |
| 6 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 612K | $22.7M | -0.2% | 2.391% | 0.52% |
| 7 | AMERICAN CENTURY COMPANIES INC | 567K | $21.0M | +22.1% | 2.214% | 0.01% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 533K | $19.7M | — | 2.080% | 0.00% |
| 9 | BANK OF AMERICA CORP /DE/ | 497K | $18.4M | -0.9% | 1.942% | 0.00% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 422K | $15.6M | +8.3% | 1.648% | 0.01% |
| 11 | Invesco Ltd. | 404K | $15.0M | +11.3% | 1.576% | 0.00% |
| 12 | MORGAN STANLEY | 256K | $9.5M | -20.5% | 1.001% | 0.00% |
| 13 | Allianz Asset Management GmbH | 252K | $9.3M | +47.2% | 0.984% | 0.01% |
| 14 | ROYCE & ASSOCIATES LP | 247K | $9.2M | +4.7% | 0.964% | 0.09% |
| 15 | NORTHERN TRUST CORP | 215K | $8.0M | +5.3% | 0.839% | 0.00% |
| 16 | Hillsdale Investment Management Inc. | 212K | $7.8M | +5.0% | 0.827% | 0.21% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 203K | $7.5M | +0.8% | 0.794% | 0.00% |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 188K | $7.0M | -2.4% | 0.733% | 0.02% |
| 19 | Bank of New York Mellon Corp | 180K | $6.7M | -1.5% | 0.704% | 0.00% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 172K | $6.4M | 0.0% | 0.673% | 0.13% |
| 21 | GOLDMAN SACHS GROUP INC | 172K | $6.4M | +0.4% | 0.672% | 0.00% |
| 22 | EARNEST PARTNERS LLC | 165K | $6.1M | -8.3% | 0.644% | 0.03% |
| 23 | UBS Group AG | 162K | $6.0M | +40.7% | 0.634% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 144K | $5.3M | — | 0.561% | 0.00% |
| 25 | Qube Research & Technologies Ltd | 136K | $5.0M | -3.9% | 0.531% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UFCS — a direct measure of their conviction.
Filings activity in UFCS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 216 | +4.3% | 49.77% | +1.56 pp | $617M | +3.2% |
| Q4 2025 | 207 | +10% | 48.21% | +8.17 pp | $598M | +20% |
| Q3 2025 | 188 | +6.2% | 40.04% | +3.34 pp | $497M | +9.1% |
| Q2 2025 | 177 | 1.1% | 36.70% | 1.17 pp | $455M | 3.1% |
| Q1 2025 | 179 | +4.7% | 37.87% | +1.92 pp | $470M | +5.3% |
| Q4 2024 | 171 | +13% | 35.95% | +9.57 pp | $446M | +36% |
| Q3 2024 | 152 | +0.7% | 26.38% | 0.46 pp | $327M | 1.7% |
| Q2 2024 | 151 | — | 26.84% | — | $333M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | MILLIGAN GEORGE D | Buy | 5K | $45.23 | $204K |
Quick answers to the most common questions about buying UFCS stock.
Based on Q1 2026 13F filings, institutional ownership of United Fire Group, Inc. stands at 49.8%, held across 216 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UFCS, with approximately 3,448,065 shares worth $0.13B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of UFCS.
Our composite Smart Money Score for UFCS is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in UFCS during Q1 2026, while 21 fully exited. 134 added to existing positions and 49 trimmed.
UFCS institutional ownership rose by 1.56 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 60.1% of all reported 13F value in UFCS, and the top 25 account for 78.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
United Fire Group, Inc. (UFCS) Institutional Ownership