UNITED FIRE GROUP INC - Common Stock $.001 par value (UFCS) Institutional Ownership

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

Type / Class
Equity / Common Stock $.001 par value
Symbol
UFCS on Nasdaq
Shares outstanding
25,442,278
Price per share
$35.69
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
16,847,988
Total reported value
$612,027,922
% of total 13F portfolios
0%
Share change
+130,228
Value change
+$5,791,817
Number of holders
205
Price from insider filings
$35.69
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UNITED FIRE GROUP INC - Common Stock $.001 par value (UFCS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 13% $88,478,700 3,220,921 BlackRock, Inc. 31 Mar 2025
McIntyre Dee Ann 12% -2.5% $106,355,084 -$2,125,384 2,925,862 -2% McIntyre Dee Ann 31 Dec 2025

As of 31 Dec 2025, 205 institutional investors reported holding 16,847,988 shares of UNITED FIRE GROUP INC - Common Stock $.001 par value (UFCS). This represents 66% of the company’s total 25,442,278 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UNITED FIRE GROUP INC - Common Stock $.001 par value (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. 13% 3,426,975 -1.1% 0% $124,570,553
VANGUARD GROUP INC 5.9% 1,511,541 +2.4% 0% $54,944,515
DIMENSIONAL FUND ADVISORS LP 5.8% 1,477,639 +0.74% 0.01% $53,712,397
STATE STREET CORP 3.2% 809,086 +0.41% 0% $29,410,276
GEODE CAPITAL MANAGEMENT, LLC 2.4% 615,052 +5.1% 0% $22,361,249
SYSTEMATIC FINANCIAL MANAGEMENT LP 2.4% 613,873 -1.2% 0.53% $22,314,337
BANK OF AMERICA CORP /DE/ 2% 502,103 -5.5% 0% $18,251,443
AMERICAN CENTURY COMPANIES INC 1.8% 464,233 +16% 0.01% $16,874,940
AQR CAPITAL MANAGEMENT LLC 1.5% 389,875 +18% 0.01% $14,171,972
Invesco Ltd. 1.4% 362,634 -13% 0% $13,181,747
MORGAN STANLEY 1.3% 322,293 +19% 0% $11,715,393
ROYCE & ASSOCIATES LP 0.93% 235,925 +236% 0.09% $8,575,874
NORTHERN TRUST CORP 0.8% 204,166 -6% 0% $7,421,434
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.79% 201,803 +0.38% 0% $7,335,539
Hillsdale Investment Management Inc. 0.79% 201,768 -11% 0.2% $7,334,267
Connor, Clark & Lunn Investment Management Ltd. 0.76% 192,432 +1.5% 0.02% $6,994,903
Bank of New York Mellon Corp 0.72% 183,115 +2.3% 0% $6,656,230
EARNEST PARTNERS LLC 0.71% 179,723 -4.3% 0.03% $6,532,931
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.68% 172,430 0% 0.13% $6,267,831
GOLDMAN SACHS GROUP INC 0.67% 171,327 +11% 0% $6,227,739
Allianz Asset Management GmbH 0.67% 171,185 -12% 0.01% $6,222,575
ROYAL BANK OF CANADA 0.58% 146,406 +46% 0% $5,321,000
Qube Research & Technologies Ltd 0.56% 141,538 -0.42% 0.01% $5,144,906
RENAISSANCE TECHNOLOGIES LLC 0.55% 140,510 +94% 0.01% $5,107,538
PRINCIPAL FINANCIAL GROUP INC 0.51% 128,782 +5.6% 0% $4,681,226

Institutional Holders of UNITED FIRE GROUP INC - Common Stock $.001 par value (UFCS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 16,847,988 $612,027,922 +$5,791,817 $36.35 205
2025 Q3 16,814,277 $511,355,379 +$10,086,162 $30.42 189
2025 Q2 16,537,288 $474,601,944 +$3,725,036 $28.70 176
2025 Q1 16,546,685 $487,454,109 +$6,727,310 $29.46 181
2024 Q4 16,287,171 $463,331,340 -$2,266,869 $28.45 171
2024 Q3 16,360,478 $342,420,177 +$7,606,349 $20.93 151
2024 Q2 16,022,019 $344,322,395 +$8,120,471 $21.49 150
2024 Q1 15,624,212 $340,141,329 -$4,261,006 $21.77 138
2023 Q4 15,828,670 $318,497,502 +$1,676,636 $20.12 135
2023 Q3 15,721,783 $310,509,360 +$1,081,592 $19.75 120
2023 Q2 15,701,601 $355,856,363 -$16,185,344 $22.66 117
2023 Q1 16,261,505 $431,738,505 +$1,395,789 $26.55 119
2022 Q4 16,426,287 $449,498,431 +$3,627,367 $27.36 121
2022 Q3 16,288,764 $468,045,947 -$418,344 $28.73 119
2022 Q2 16,206,083 $554,649,221 +$26,934,189 $34.23 131
2022 Q1 15,628,341 $485,546,844 +$13,193,965 $31.07 131
2021 Q4 15,222,107 $353,025,177 -$5,576,047 $23.19 118
2021 Q3 15,258,131 $352,500,474 -$6,534,702 $23.10 120
2021 Q2 15,517,988 $430,322,901 -$5,043,401 $27.73 120
2021 Q1 15,661,342 $544,911,757 +$2,450,584 $34.80 124
2020 Q4 15,619,101 $392,049,832 +$5,392,164 $25.10 111
2020 Q3 15,499,002 $314,990,636 -$8,823,114 $20.32 109
2020 Q2 15,787,279 $437,445,323 -$2,410,204 $27.71 115
2020 Q1 15,841,910 $516,441,940 -$5,073,848 $32.61 116
2019 Q4 15,953,360 $697,669,483 +$6,372,368 $43.73 136
2019 Q3 15,787,056 $741,515,977 -$9,621,843 $46.98 141
2019 Q2 15,986,175 $774,675,749 -$2,448,422 $48.46 148
2019 Q1 16,171,288 $706,862,856 -$5,468,146 $43.71 145
2018 Q4 16,261,571 $900,877,927 +$25,743,762 $55.45 148
2018 Q3 15,793,899 $801,634,022 +$6,654,304 $50.77 139
2018 Q2 15,652,435 $853,395,319 +$13,635,827 $54.51 146
2018 Q1 15,461,759 $740,151,160 +$5,963,990 $47.86 151
2017 Q4 15,349,814 $699,564,920 +$9,271,070 $45.58 143
2017 Q3 15,115,123 $692,679,354 +$2,294,631 $45.82 137
2017 Q2 15,066,660 $663,839,031 -$13,192,625 $44.06 139
2017 Q1 15,381,899 $657,922,247 +$96,178,348 $42.77 140
2016 Q4 15,505,885 $762,040,504 +$6,223,753 $49.17 142
2016 Q3 15,454,348 $653,310,579 -$2,247,809 $42.32 142
2016 Q2 15,497,720 $657,536,536 +$11,142,841 $42.43 141
2016 Q1 15,216,224 $666,796,471 +$14,769,001 $43.82 154
2015 Q4 14,883,106 $570,162,944 +$6,133,140 $38.31 142
2015 Q3 14,831,528 $519,660,669 +$5,535,564 $35.05 139
2015 Q2 14,695,034 $481,401,745 +$4,025,573 $32.76 118
2015 Q1 14,572,828 $462,765,720 -$1,352,843 $31.77 117
2014 Q4 14,628,447 $434,861,261 -$2,279,162 $29.73 114
2014 Q3 14,779,875 $410,434,211 -$1,986,362 $27.77 123
2014 Q2 14,842,704 $435,149,170 -$4,883,224 $29.32 130
2014 Q1 15,002,098 $455,293,381 +$1,473,751 $30.35 130