13FBOX
UNITED FIRE GROUP INC · 13F Institutional Holdings
Options Calculator Rankings

UNITED FIRE GROUP INC

UFCS
Institutions
230
Combined AUM (Q2 2026)
$916.6M
Combined Shares (Q2 2026)
17.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.2M
128 · 37 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-873,544
89 · 26 Exit · ≈
⚖️ Net
+368,604
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$916.6M
Institutions
230
New Buys
37
Adds
91
Reduces
63
Exits
26
Unchanged
39
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#75$183.1M3.5M$127.8M3.4M+44,240+1.28%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#32$78.9M1.5M$55.2M1.5M+15,215+1.02%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#130$50.6M965,279$35.8M966,301-1,022-0.11%Reduce
STATE STREET CORP
<0.01%<0.01%#116$45.1M860,633$30.3M817,498+43,135+5.28%Add
AMERICAN CENTURY COMPANIES INC
0.02%0.01%#30$37.8M721,246$21.0M567,083+154,163+27.19%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#92$37.2M710,198$24.5M662,300+47,898+7.23%Add
SYSTEMATIC FINANCIAL MANAGEMENT LP
0.61%0.52%#1$30.6M582,930$22.7M612,396-29,466-4.81%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#120$29.3M558,629$19.7M532,702+25,927+4.87%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#103$24.9M475,517$18.4M497,418-21,901-4.40%Reduce
Invesco Ltd.
<0.01%<0.01%#98$22.7M433,243$15.0M403,596+29,647+7.35%Add
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#50$21.3M405,797$15.6M422,054-16,257-3.85%Reduce
MORGAN STANLEY
<0.01%<0.01%#136$16.7M317,680$8.3M271,843+45,837+16.86%Add
ROYCE & ASSOCIATES LP
0.11%0.09%#12$13.1M250,169$9.2M247,009+3,160+1.28%Add
Hillsdale Investment Management Inc.
0.29%0.21%#4$12.7M241,568$7.8M211,768+29,800+14.07%Add
NORTHERN TRUST CORP
<0.01%<0.01%#110$12.7M241,255$8.0M215,026+26,229+12.20%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#111$11.0M210,176$7.5M203,450+6,726+3.31%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.18%0.13%#7$10.0M190,184$6.4M172,430+17,754+10.30%Add
Connor, Clark & Lunn Investment Management Ltd.
0.02%0.02%#28$9.7M185,359$7.0M187,787-2,428-1.29%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#104$9.7M184,759$6.7M180,323+4,436+2.46%Add
Allianz Asset Management GmbH
0.01%0.01%#46$9.3M251,918$9.3M251,91800.00%Unchanged
EARNEST PARTNERS LLC
0.03%0.03%#18$8.3M158,487$6.1M164,849-6,362-3.86%Reduce
PANAGORA ASSET MANAGEMENT INC
0.02%0.01%#20$7.9M149,885$2.7M72,388+77,497+107.06%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#100$7.6M145,268$5.3M143,815+1,453+1.01%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#63$7.0M134,217$4.9M132,046+2,171+1.64%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#70$6.9M130,915$4.5M122,739+8,176+6.66%Add
LSV ASSET MANAGEMENT
0.01%0.01%#35$6.7M127,991$3.5M95,500+32,491+34.02%Add
PRUDENTIAL FINANCIAL INC
0.01%<0.01%#51$6.2M117,347$2.2M59,967+57,380+95.69%Add
CSM Advisors, LLC
0.13%0.09%#9$6.0M115,190$3.6M96,935+18,255+18.83%Add
Empowered Funds, LLC
0.03%0.02%#17$5.9M113,184$3.5M95,430+17,754+18.60%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#113$5.9M112,740$4.3M114,822-2,082-1.81%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#163$5.9M112,026$6.4M172,017-59,991-34.88%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#109$5.5M105,036$1.3M35,526+69,510+195.66%Add
ZACKS INVESTMENT MANAGEMENT
0.04%0.03%#15$5.4M103,681$3.6M97,773+5,908+6.04%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#138$5.3M101,172$3.4M92,795+8,377+9.03%Add
JACOBS LEVY EQUITY MANAGEMENT, INC
0.02%0.02%#26$5.2M99,376$3.9M104,414-5,038-4.83%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#148$4.6M88,624$4.2M113,426-24,802-21.87%Reduce
UBS Group AG
<0.01%<0.01%#155$4.5M86,116$6.0M162,430-76,314-46.98%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#184$4.4M82,648$2.0M53,535+29,113+54.38%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#137$4.3M82,224$2.9M77,284+4,940+6.39%Add
FIRST TRUST ADVISORS LP
<0.01%<0.01%#77$4.2M80,724$2.6M70,452+10,272+14.58%Add
MARTINGALE ASSET MANAGEMENT L P
0.1%0.07%#13$4.1M77,900$2.8M76,005+1,895+2.49%Add
Trexquant Investment LP
0.02%0.02%#21$4.1M77,832$2.2M58,029+19,803+34.13%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#43$4.0M75,754$2.9M78,467-2,713-3.46%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#145$3.6M68,241$2.8M74,204-5,963-8.04%Reduce
Qube Research & Technologies Ltd
<0.01%0.01%#65$3.5M66,981$5.0M135,983-69,002-50.74%Reduce
NORGES BANK
<0.01%#174$3.5M66,200$00+66,200New Buy
BARCLAYS PLC
<0.01%<0.01%#150$3.3M63,269$2.8M75,329-12,060-16.01%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#178$2.8M53,139$1.7M46,332+6,807+14.69%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#90$2.8M52,496$2.2M59,491-6,995-11.76%Reduce
Legal & General Group Plc
<0.01%<0.01%#157$2.7M51,088$1.8M49,408+1,680+3.40%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow