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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
TM
201
Torren Management
California
$1.34K -$3.02K -82 -69%
CCM
202
Chilton Capital Management
Texas
$1.3K
PWA
203
Physician Wealth Advisors
Utah
$1.3K
PA
204
Parallel Advisors
California
$1.04K
SHIM
205
Stone House Investment Management
Pennsylvania
$1K +$886 +24 +800%
BWA
206
Basecamp Wealth Advisors
Washington
$964 +$553 +15 +136%
RFP
207
Root Financial Partners
California
$741 +$738 +20 New
KFAS
208
Keating Financial Advisory Services
Kansas
$704 +$701 +19 New
SIC
209
SJS Investment Consulting
Ohio
$631 +$406 +11 +183%
SS
210
Sunbelt Securities
Texas
$593
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$482
AGWCA
212
Annis Gardner Whiting Capital Advisors
Florida
$297
JWM
213
JPL Wealth Management
Colorado
$223 +$221 +6 New
AW
214
Ankerstar Wealth
Texas
$148
GWM
215
Gilpin Wealth Management
Colorado
$112 +$111 +3 New
HFS
216
Hughes Financial Services
Virginia
$74 +$74 +2 New
HNB
217
Huntington National Bank
Ohio
$57
SS
218
SBI Securities
Japan
$37
Hotchkis & Wiley Capital Management
219
Hotchkis & Wiley Capital Management
California
-$4.26M -117,098 Closed
Marshall Wace
220
Marshall Wace
United Kingdom
-$2.46M -67,672 Closed
Two Sigma Advisers
221
Two Sigma Advisers
New York
-$1.29M -35,530 Closed
CCIA
222
Campbell & Co Investment Adviser
Maryland
-$1.11M -30,587 Closed
Verition Fund Management
223
Verition Fund Management
Connecticut
-$809K -22,262 Closed
LCM
224
Legato Capital Management
California
-$487K -13,404 Closed
EGM
225
Engineers Gate Manager
New York
-$440K -12,103 Closed