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United Fire Group

219 hedge funds and large institutions have $635M invested in United Fire Group in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

33% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 63

5% more funds holding

Funds holding: 209219 (+10)

1.11% more ownership

Funds ownership: 66.08%67.18% (+1.1%)

4% more capital invested

Capital invested by funds: $612M → $635M (+$23M)

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
84
Reduced
63
Closed
16
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$16.2K
PWPS
177
Pinnacle Wealth Planning Services
Ohio
$15.1K +$886 +24 +6%
SL
178
Salomon & Ludwin
Virginia
$10.9K +$1.25K +34 +13%
VCM
179
Versant Capital Management
Arizona
$10.5K
HFS
180
Hantz Financial Services
Michigan
$10K -$849 -23 -8%
RIL
181
Rothschild Investment LLC
Illinois
$8.15K +$1.84K +50 +29%
AssetMark Inc
182
AssetMark Inc
California
$6.67K +$2.55K +69 +62%
MCM
183
MAI Capital Management
Ohio
$6.26K +$5.61K +152 +894%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$6.06K +$5.72K +155 +1,938%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$5.92K +$4.76K +129 +391%
HIA
186
Harbor Investment Advisory
Maryland
$5.74K +$5.72K +155 New
GCP
187
Gill Capital Partners
Colorado
$5.67K +$5.64K +153 New
TWD
188
True Wealth Design
Ohio
$5.34K -$37 -1 -0.7%
S
189
SignatureFD
Georgia
$4.71K
FFO
190
Fortitude Family Office
Arizona
$4.56K
UB
191
UMB Bank
Missouri
$4.56K +$111 +3 +3%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$4.48K +$1.18K +32 +36%
AAP
193
Arax Advisory Partners
Colorado
$4.15K +$2.84K +77 +220%
LFG
194
Larson Financial Group
Missouri
$4.11K +$3.84K +104 +1,486%
Bessemer Group
195
Bessemer Group
New Jersey
$4K
TPWA
196
Twin Peaks Wealth Advisors
California
$3.82K +$3.8K +103 New
DB
197
Danske Bank
Denmark
$3.71K -$14.8K -400 -80%
SIS
198
Sound Income Strategies
Florida
$3.37K +$37 +1 +1%
Optiver Holding
199
Optiver Holding
Netherlands
$2.67K -$812 -22 -23%
BFS
200
Bare Financial Services
Pennsylvania
$1.78K +$1.11K +30 +167%