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United Fire Group

209 hedge funds and large institutions have $612M invested in United Fire Group in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

20% more capital invested

Capital invested by funds: $511M → $612M (+$101M)

9% more funds holding

Funds holding: 191209 (+18)

7% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 67

0.11% more ownership

Funds ownership: 65.96%66.08% (+0.11%)

Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
72
Reduced
67
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
151
Private Wealth Asset Management
Iowa
$72.7K
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$71.9K -$318K -9,300 -82%
AIP
153
Ameritas Investment Partners
Nebraska
$63.9K
GI
154
GAMMA Investing
California
$63.4K +$9.85K +288 +20%
EWA
155
EverSource Wealth Advisors
Alabama
$62.7K +$11.2K +329 +24%
EP
156
Essential Partners
California
$57.4K +$4.27K +125 +9%
TRCT
157
Tower Research Capital (TRC)
New York
$53.9K +$19K +555 +60%
MAM
158
Meeder Asset Management
Ohio
$53.5K +$50.3K +1,471 New
KAS
159
Kemnay Advisory Services
New York
$47.6K +$44.8K +1,309 New
Federated Hermes
160
Federated Hermes
Pennsylvania
$43.3K +$21.3K +622 +110%
IA
161
IFP Advisors
Florida
$32.2K +$9.03K +264 +43%
CFB
162
Cullen/Frost Bankers
Texas
$32K +$4.65K +136 +18%
ACM
163
Aquatic Capital Management
Illinois
$30.4K -$29.6K -867 -51%
C
164
Covestor
United Kingdom
$30K -$27.1K -794 -49%
HI
165
Harbour Investments
Wisconsin
$28.4K +$410 +12 +2%
BW
166
Basepoint Wealth
Iowa
$25.8K +$24.2K +708 New
SAM
167
Smartleaf Asset Management
Massachusetts
$25.1K +$13.2K +387 +129%
DB
168
Danske Bank
Denmark
$18.2K +$17.1K +500 New
QCG
169
Quadrant Capital Group
Ohio
$15.8K
AF
170
Allworth Financial
California
$14.7K +$2.8K +82 +26%
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$14K +$13.1K +384 New
HFS
172
Hantz Financial Services
Michigan
$11K -$171 -5 -2%
VCM
173
Versant Capital Management
Arizona
$10.3K
SL
174
Salomon & Ludwin
Virginia
$9.25K -$34 -1 -0.4%
RIL
175
Rothschild Investment LLC
Illinois
$6.18K +$1.81K +53 +45%