Institutional Ownership United Fire Group Inc (UFCS)
This table provides information about the institutional ownership of United Fire Group Inc (UFCS). We have compiled data on the 185 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,000
shares
|
$28,420
0.02% of portfolio
|
Q3 2021
Added 42.86%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
899
shares
|
$25,549
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
705
shares
|
$20,036
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
564
shares
|
$16,028
0.0% of portfolio
|
Q1 2025
Reduced 71.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
426
shares
|
$12,106
0.0% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
383
shares
|
$10,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
295
shares
|
$8,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
220
shares
|
$6,252
0.0% of portfolio
|
Q3 2024
Reduced 77.76%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
202
shares
|
$5,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
172
shares
|
$4,888
0.0% of portfolio
|
Q1 2025
Added 309.52%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
123
shares
|
$3,495
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
118
shares
|
$3,353
0.0% of portfolio
|
Q3 2024
Added 73.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
82
shares
|
$2,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
82
shares
|
$2,330
0.0% of portfolio
|
Q4 2024
Reduced 59.41%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
79
shares
|
$2,245
0.0% of portfolio
|
Q3 2024
Reduced 65.04%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
70
shares
|
$1,989
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
50
shares
|
$1,421
0.0% of portfolio
|
Q1 2025
Reduced 82.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
49
shares
|
$1,392
0.0% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
45
shares
|
$1,278
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
44
shares
|
$1,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
31
shares
|
$881
0.0% of portfolio
|
Q1 2024
Reduced 16.22%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
27
shares
|
$767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
23
shares
|
$653
0.0% of portfolio
|
Q4 2023
Reduced 98.46%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
21
shares
|
$596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$426
0.0% of portfolio
|
Q1 2025
New holding
|