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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
BlackRock
1
BlackRock
New York
$128M +$778K +21,090 +0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55.2M +$455K +12,329 +0.8%
VCM
3
Vanguard Capital Management
Pennsylvania
$35.8M +$35.7M +966,301 New
State Street
4
State Street
Massachusetts
$30.3M +$310K +8,412 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$24.5M +$1.74M +47,248 +8%
SFM
6
Systematic Financial Management
New Jersey
$22.7M -$54.5K -1,477 -0.2%
American Century Companies
7
American Century Companies
Missouri
$21M +$3.79M +102,850 +22%
VPM
8
Vanguard Portfolio Management
Pennsylvania
$19.7M +$19.7M +532,702 New
Bank of America
9
Bank of America
North Carolina
$18.4M -$173K -4,685 -0.9%
AQR Capital Management
10
AQR Capital Management
Connecticut
$15.6M +$1.19M +32,179 +8%
Invesco
11
Invesco
Georgia
$15M +$1.51M +40,962 +11%
Morgan Stanley
12
Morgan Stanley
New York
$9.5M -$2.43M -65,938 -20%
Allianz Asset Management
13
Allianz Asset Management
Germany
$9.34M +$2.98M +80,733 +47%
RA
14
Royce & Associates
New York
$9.15M +$409K +11,084 +5%
Northern Trust
15
Northern Trust
Illinois
$7.97M +$401K +10,860 +5%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$7.85M +$369K +10,000 +5%
Charles Schwab
17
Charles Schwab
California
$7.54M +$60.8K +1,647 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.96M -$171K -4,645 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.68M -$103K -2,792 -2%
BCM
20
Bridgeway Capital Management
Texas
$6.39M
Goldman Sachs
21
Goldman Sachs
New York
$6.37M +$25.5K +690 +0.4%
EARNEST Partners
22
EARNEST Partners
Georgia
$6.11M -$549K -14,874 -8%
UBS Group
23
UBS Group
Switzerland
$6.02M +$1.73M +46,992 +41%
VFT
24
Vanguard Fiduciary Trust
Pennsylvania
$5.33M +$5.31M +143,815 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$5.04M -$205K -5,555 -4%