We are live on ! Find out more
UFCS icon

United Fire Group

181 hedge funds and large institutions have $487M invested in United Fire Group in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

5% more funds holding

Funds holding: 172181 (+9)

5% more capital invested

Capital invested by funds: $463M → $487M (+$23.8M)

0.88% more ownership

Funds ownership: 64.27%65.15% (+0.88%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
181
Holders Change
+9
Holders Change %
+5.23%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
73
Reduced
54
Closed
17
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$104M -$298K -11,026 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$42.1M +$636K +23,528 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.2M +$1.33M +49,290 +4%
State Street
4
State Street
Massachusetts
$23.8M -$1.07M -39,489 -5%
Bank of America
5
Bank of America
North Carolina
$17.9M +$141K +5,209 +0.9%
SFM
6
Systematic Financial Management
New Jersey
$17.2M +$841K +31,140 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.2M +$396K +14,660 +3%
UBS Group
8
UBS Group
Switzerland
$9.66M +$6.48M +239,960 +272%
Morgan Stanley
9
Morgan Stanley
New York
$8.25M +$842K +31,173 +13%
American Century Companies
10
American Century Companies
Missouri
$7.44M +$2.96M +109,453 +77%
Northern Trust
11
Northern Trust
Illinois
$6.42M -$59.9K -2,217 -1%
EARNEST Partners
12
EARNEST Partners
Georgia
$6.14M -$27.8M -1,027,459 -83%
JP Morgan Chase
13
JP Morgan Chase
New York
$5.74M +$454K +16,822 +9%
AQR Capital Management
14
AQR Capital Management
Connecticut
$5.56M +$2.26M +83,654 +80%
Charles Schwab
15
Charles Schwab
California
$5.49M -$1.33M -49,342 -21%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.16M -$80.1K -2,964 -2%
BCM
17
Bridgeway Capital Management
Texas
$5.12M +$1.24M +45,899 +36%
Invesco
18
Invesco
Georgia
$4.9M -$376K -13,900 -8%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$4.52M +$1.98M +73,200 +91%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.47M +$495K +18,326 +14%
FP
21
Foundry Partners
Minnesota
$4.4M -$23.9K -885 -0.6%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$4.3M -$195K -7,200 -5%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$4.15M +$608K +22,523 +19%
Goldman Sachs
24
Goldman Sachs
New York
$4.13M -$417K -15,433 -10%
Millennium Management
25
Millennium Management
New York
$4.08M +$195K +7,234 +6%

UFCS Hedge Fund Activity: Q1 2025 in Review

181 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2025, worth a combined $487M — up 5.1% from $463M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UFCS positions and 17 closed out — a net gain of 10 holders — while 73 added to existing stakes and 54 trimmed.

The largest buyer was UBS Group, adding an estimated $6.48M. The largest seller was EARNEST Partners, cutting an estimated $27.8M.

  • 181 institutional investors held United Fire Group (UFCS) as of Q1 2025, up from 172 in Q4 2024.
  • Funds reported $487M of United Fire Group stock for Q1 2025, up 5.1% quarter-over-quarter.
  • 27 funds opened new United Fire Group positions in Q1 2025 and 17 closed out, a net change of +10 holders.
  • The largest United Fire Group buyer in Q1 2025 was UBS Group, an estimated $6.48M added.
  • The largest United Fire Group seller in Q1 2025 was EARNEST Partners, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2025.