United Fire Group Ownership | Who Owns United Fire Group?

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United Fire Group Ownership Summary

United Fire Group is owned by 64.47% institutional investors, 18.25% insiders, and 17.28% retail investors. Blackrock is the largest institutional shareholder, holding 14.10% of UFCS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.53% of its assets in United Fire Group shares.

UFCS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	United Fire Group	64.47%	18.25%	17.28%
Sector	Financial Services Stocks	43.60%	12.77%	43.63%
Industry	Property & Casualty Insurance Stocks	59.09%	11.56%	29.35%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.59M	14.10%	$77.20M
Vanguard group	1.63M	6.41%	$35.11M
Dimensional fund advisors lp	1.36M	5.34%	$29.23M
Earnest partners	1.29M	5.08%	$27.79M
State street	804.15K	3.16%	$17.28M
Bank of america corp /de/	602.09K	2.36%	$12.94M
Geode capital management	499.31K	1.96%	$10.73M
Systematic financial management lp	437.58K	1.72%	$9.40M
Charles schwab investment management	336.71K	1.32%	$7.24M
Morgan stanley	288.68K	1.13%	$6.20M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Systematic financial management lp	437.58K	0.29%	$9.40M
Earnest partners	1.29M	0.13%	$27.79M
Foundry partners	103.61K	0.12%	$2.23M
Gsa capital partners llp	75.15K	0.11%	$1.61M
Pecaut	10.20K	0.08%	$219.20K
Winton group	43.01K	0.06%	$924.24K
Bridgeway capital management	120.55K	0.06%	$2.59M
Occudo quantitative strategies lp	11.41K	0.04%	$245.18K
Merriman wealth management	34.44K	0.03%	$740.10K
Empowered funds	67.45K	0.03%	$1.45M

Top Buyers

Holder	Shares	% Assets	Change
Assenagon asset management	221.94K	0.01%	221.94K
Blackrock	3.59M	0.00%	125.49K
Marshall wace, llp	99.84K	0.00%	90.14K
Morgan stanley	288.68K	0.00%	68.72K
Millennium management	234.21K	0.00%	67.84K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	1.63M	0.00%	-721.55K
Franklin resources	-	-	-106.53K
Dimensional fund advisors lp	1.36M	0.01%	-61.38K
Trexquant investment lp	-	-	-41.82K
State street	804.15K	0.00%	-41.14K

New Positions

Holder	Shares	% Assets	Change	Value
Los angeles capital management	40.07K	0.00%	40.07K	$861.10K
Teacher retirement system of texas	30.01K	0.00%	30.01K	$645.00K
Avantax advisory services	25.87K	0.00%	25.87K	$555.94K
Corebridge financial	12.18K	0.00%	12.18K	$261.77K
Mirae asset global etfs	11.39K	0.00%	11.39K	$244.75K

Sold Out

Holder	Change
Point72 (difc)	-3.00
Nelson, van denburg & campbell wealth management group	-4.00
Cornerstone planning group	-25.00
Carolinas wealth consulting	-32.00
Quarry lp	-133.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	153	1.32%	16,335,269	1.94%	64	1.63%	78	-9.30%	50	8.70%
Jun 30, 2024	148	4.96%	16,011,720	2.47%	62	1.64%	86	28.36%	44	-12.00%
Mar 31, 2024	141	2.92%	15,625,456	-1.23%	61	1.58%	67	-4.29%	50	4.17%
Dec 31, 2023	137	12.30%	15,819,396	0.65%	62	1.61%	70	25.00%	48	2.13%
Sep 30, 2023	122	3.39%	15,717,692	0.10%	62	1.35%	56	16.67%	47	-7.84%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.40M	5.53%	1.46K
iShares Russell 2000 ETF	567.76K	2.24%	-1.27K
Vanguard Total Stock Mkt Idx Inv	555.71K	2.19%	33.12K
Harbor Small Cap Value Instl	420.32K	1.66%	-30.45K
Vanguard Institutional Extnd Mkt Idx Tr	336.97K	1.33%	7.24K
Foundry Partners Micro Cap Value	265.25K	1.05%	110.88K
Vanguard Small Cap Index	224.26K	0.89%	549.00
DFA US Small Cap Value I	221.09K	0.87%	32.72K
iShares S&P Small-Cap 600 Value ETF	220.48K	0.87%	215.00
DFA US Micro Cap I	219.94K	0.87%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 19, 2024	Carlton Scott L	-	Sell	$101.99K
Sep 16, 2024	MILLIGAN GEORGE D	-	Buy	$4.52K
Aug 12, 2024	Foran Matthew R	-	Buy	$18.45K
Aug 09, 2024	MILLIGAN GEORGE D	-	Buy	$64.40K
Jun 06, 2024	Woolstenhulme Micah G	SVP & Chief Risk Officer	Buy	$21.25K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q1	-	-
2024 Q3	3	-
2024 Q2	2	2
2024 Q1	2	4

UFCS Ownership FAQ

Who Owns United Fire Group?

United Fire Group shareholders are primarily institutional investors at 64.47%, followed by 18.25% insiders and 17.28% retail investors. The average institutional ownership in United Fire Group's industry, Property & Casualty Insurance Stocks, is 59.09%, which United Fire Group exceeds.

Who owns the most shares of United Fire Group?

United Fire Group’s largest shareholders are Blackrock (3.59M shares, 14.10%), Vanguard group (1.63M shares, 6.41%), and Dimensional fund advisors lp (1.36M shares, 5.34%). Together, they hold 25.85% of United Fire Group’s total shares outstanding.

Does Blackrock own United Fire Group?

Yes, BlackRock owns 14.10% of United Fire Group, totaling 3.59M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 77.2M$. In the last quarter, BlackRock increased its holdings by 125.49K shares, a 3.62% change.

Who is United Fire Group’s biggest shareholder by percentage of total assets invested?

Systematic financial management lp is United Fire Group’s biggest shareholder by percentage of total assets invested, with 0.29% of its assets in 437.58K United Fire Group shares, valued at 9.4M$.

Who is the top mutual fund holder of United Fire Group shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of United Fire Group shares, with 5.53% of its total shares outstanding invested in 1.4M United Fire Group shares.

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