UNITED FIRE GROUP INC (UFCS) — Institutional Holders, Q2 2026 (page 3)
231 institutional investment managers reported a UFCS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $915.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 231. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UFCS 13F holders ranked 201–231 of 231
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | UMB Bank, n.a.#201 · 129 sh | 129 | $6.8K | <0.01% | +4.9% |
| 202 | True Wealth Design#202 · 125 sh | 125 | $6.6K | — | -13.2% |
| 203 | BESSEMER GROUP#203 · 115 sh | 115 | $6.0K | 0.00% | 0.0% |
| 204 | DANSKE BANK A/S#204 · 100 sh | 100 | $5.2K | 0.00% | 0.0% |
| 205 | Continuum Advisory#205 · 89 sh | 89 | $4.7K | <0.01% | New |
| 206 | PICTON MAHONEY ASSET MANAGEMENT#206 · 65 sh | 65 | $3.4K | 0.00% | New |
| 207 | Bare Financial Services#207 · 61 sh | 61 | $3.2K | <0.01% | +27.1% |
| 208 | Quarry#208 · 43 sh | 43 | $2.3K | <0.01% | New |
| 209 | Torren Management#209 · 36 sh | 36 | $1.9K | <0.01% | 0.0% |
| 210 | CHILTON CAPITAL MANAGEMENT#210 · 35 sh | 35 | $1.8K | <0.01% | 0.0% |
| 211 | Physician Wealth Advisors#211 · 35 sh | 35 | $1.8K | — | 0.0% |
| 212 | Parallel Advisors#212 · 28 sh | 28 | $1.5K | 0.00% | 0.0% |
| 213 | Stone House Investment Management#213 · 27 sh | 27 | $1.4K | — | 0.0% |
| 214 | Basecamp Wealth Advisors#214 · 26 sh | 26 | $1.4K | <0.01% | 0.0% |
| 215 | Silver Grove Financial Group#215 · 21 sh | 21 | $1.1K | <0.01% | New |
| 216 | Transamerica Financial Advisors#216 · 20 sh | 20 | $1.1K | <0.01% | New |
| 217 | RAFFA WEALTH MANAGEMENT#217 · 20 sh | 20 | $1.0K | <0.01% | 0.0% |
| 218 | Steward Partners Investment Advisory#218 · 20 sh | 20 | $1.0K | 0.00% | New |
| 219 | Capital Advisors, Ltd.#219 · 10 sh | 10 | $1.0K | <0.01% | 0.0% |
| 220 | Keating Financial Advisory Services#220 · 19 sh | 19 | $996.00 | <0.01% | 0.0% |
| 221 | FARMERS & MERCHANTS INVESTMENTS#221 · 13 sh | 13 | $682.00 | — | 0.0% |
| 222 | Plante Moran Financial Advisors#222 · 8 sh | 8 | $420.00 | 0.00% | New |
| 223 | JPL Wealth Management#223 · 5 sh | 5 | $263.00 | <0.01% | -16.7% |
| 224 | JFS WEALTH ADVISORS#224 · 4 sh | 4 | $210.00 | 0.00% | New |
| 225 | Ankerstar Wealth#225 · 4 sh | 4 | $210.00 | <0.01% | 0.0% |
| 226 | Hughes Financial Services#226 · 4 sh | 4 | $210.00 | 0.00% | +100.0% |
| 227 | GILPIN WEALTH MANAGEMENT#227 · 3 sh | 3 | $158.00 | — | 0.0% |
| 228 | Davis Capital Management#228 · 1 sh | 1 | $52.00 | — | New |
| 229 | SBI Securities , Ltd.#229 · 1 sh | 1 | $52.00 | — | 0.0% |
| 230 | HUNTINGTON NATIONAL BANK#230 · 1 sh | 1 | $52.00 | 0.00% | 0.0% |
| 231 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#231 · 43,016 sh | 43,016 | — | — | +110.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.