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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
BlackRock
1
BlackRock
New York
$101M -$574K -20,512 -0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41.9M +$858K +30,674 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.3M +$1.11M +39,724 +3%
State Street
4
State Street
Massachusetts
$22.8M -$362K -12,932 -2%
SFM
5
Systematic Financial Management
New Jersey
$17.3M +$571K +20,413 +3%
Bank of America
6
Bank of America
North Carolina
$16.3M -$1.13M -40,511 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.8M +$3.75K +134 +0%
Invesco
8
Invesco
Georgia
$9.96M +$5.06M +180,836 +109%
American Century Companies
9
American Century Companies
Missouri
$9.3M +$2M +71,436 +28%
AQR Capital Management
10
AQR Capital Management
Connecticut
$8.64M +$3.14M +112,318 +60%
Morgan Stanley
11
Morgan Stanley
New York
$7.82M -$211K -7,551 -3%
Northern Trust
12
Northern Trust
Illinois
$6.22M -$34.8K -1,245 -0.6%
EARNEST Partners
13
EARNEST Partners
Georgia
$5.74M -$230K -8,233 -4%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$5.62M +$1.19M +42,400 +28%
Charles Schwab
15
Charles Schwab
California
$5.59M +$232K +8,296 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.09M +$63K +2,254 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.09M -$489K -17,502 -9%
BCM
18
Bridgeway Capital Management
Texas
$4.94M -$46.3K -1,654 -1%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.76M +$396K +14,178 +9%
CA
20
CSM Advisors
Pennsylvania
$4.15M +$4.05M +144,745 New
Goldman Sachs
21
Goldman Sachs
New York
$3.94M -$81.7K -2,920 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.9M -$12.8K -459 -0.3%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$3.82M -$221K -7,885 -6%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$3.65M -$531K -19,000 -13%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.55M +$496K +17,751 +17%

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.