We are live on ! Find out more
UFCS icon

United Fire Group

179 hedge funds and large institutions have $475M invested in United Fire Group in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 60

0.19% less ownership

Funds ownership: 65.15%64.96% (-0.19%)

3% less capital invested

Capital invested by funds: $487M → $475M (-$12.6M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 182179 (-3)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
68
Reduced
60
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$21.9K +$1.65K +59 +8%
PS
152
Principal Securities
Iowa
$12.3K +$112 +4 +0.9%
VCM
153
Versant Capital Management
Arizona
$8.12K +$7.05K +252 +813%
IA
154
IFP Advisors
Florida
$7.75K +$7.36K +263 +3,757%
AF
155
Allworth Financial
California
$4.91K +$3.55K +127 +289%
FFO
156
Fortitude Family Office
Arizona
$4.45K +$895 +32 +26%
CA
157
Clearstead Advisors
Ohio
$3.3K +$3.22K +115 New
UB
158
UMB Bank
Missouri
$3.21K +$1.76K +63 +129%
TWD
159
True Wealth Design
Ohio
$2.96K +$2.6K +93 +930%
SAM
160
Smartleaf Asset Management
Massachusetts
$2.39K -$951 -34 -29%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$2.35K
S
162
SignatureFD
Georgia
$2.27K
RIL
163
Rothschild Investment LLC
Illinois
$2.15K +$140 +5 +7%
PWA
164
Physician Wealth Advisors
Utah
$1.64K +$1.59K +57 New
HNB
165
Huntington National Bank
Ohio
$1.6K +$280 +10 +22%
RA
166
Rise Advisors
New York
$1.03K +$1.01K +36 New
Bessemer Group
167
Bessemer Group
New Jersey
$1K
C
168
Covestor
United Kingdom
$1K +$1.31K +47 New
AssetMark Inc
169
AssetMark Inc
California
$746 +$727 +26 New
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$660
RWML
171
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$574
TPWA
172
Twin Peaks Wealth Advisors
California
$550 +$503 +18 New
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$373
BIG
174
Brooklyn Investment Group
New York
$287 -$308 -11 -52%
PA
175
Parallel Advisors
California
$258

UFCS Hedge Fund Activity: Q2 2025 in Review

179 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2025, worth a combined $475M — down 2.6% from $487M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UFCS and 22 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 68 added.

The largest buyer was Invesco, adding an estimated $5.06M. The largest seller was UBS Group, cutting an estimated $5.88M.

  • 179 institutional investors held United Fire Group (UFCS) as of Q2 2025, down from 182 in Q1 2025.
  • Funds reported $475M of United Fire Group stock for Q2 2025, down 2.6% quarter-over-quarter.
  • 22 funds opened new United Fire Group positions in Q2 2025 and 24 closed out, a net change of -2 holders.
  • The largest United Fire Group buyer in Q2 2025 was Invesco, an estimated $5.06M added.
  • The largest United Fire Group seller in Q2 2025 was UBS Group, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2025.