UFCS β€” UNITED FIRE GROUP INC

Ownership history in PEAK6 Group LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which PEAK6 Group LLC reported a position in UNITED FIRE GROUP INC (UFCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

PEAK6 Group LLC Γ— UFCS AI Analytics

πŸ“‰ PEAK6 Group LLC underperformed the S&P 500 by –1.6% annually on this UFCS position. Timing score: 55% (6/11 decisions correct). Average cost basis: $35.87. Maximum drawdown during holding period: –5.0%.

πŸ“ˆ Position Alpha vs SPY
-1.6%
annualised excess return

⚠️ Trailed SPY by 1.6% ann. on this position.
11 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 11 add/trim decisions correct

πŸ’° Entry Quality
$35.87
+18.2% vs current ($42.41)

Best entry: $32.30 (2016 Q1)  Β·  Worst: $42.41 (2018 Q2)

πŸ›‘οΈ Drawdown Resilience
–5.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

6 adds Β· 6 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UFCS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2018 Q2 REDUCED 4,000 -3,000 -42.9% 0.00% $218K $42.41
2018 Q2 ADDED 7,000 +3,300 +89.2% 0.00% $382K $42.41
2018 Q1 ADDED 3,700 +2,896 +360.2% 0.00% $177K $37.02
2018 Q1 REDUCED 804 -4,296 -84.2% 0.00% $38K $37.02
2017 Q3 ADDED 5,100 +1,900 +59.4% 0.00% $234K $35.03
2017 Q3 ADDED 3,200 +3,100 +3100.0% 0.00% $147K $35.03
2017 Q3 REDUCED 100 -2,300 -95.8% 0.00% $5K $35.03
2016 Q4 REDUCED 2,400 -4,300 -64.2% 0.00% $118K $36.88
2016 Q4 ADDED 6,700 +5,000 +294.1% 0.00% $329K $36.88
2016 Q1 REDUCED 1,700 -2,354 -58.1% 0.00% $74K $32.30
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UFCS

As of 2025 Q4 β€” sorted by position size

SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.53% GLOBEFLEX CAPITAL L P 3Y 7Y 0.24% Hillsdale Investment Management Inc. 3Y 7Y 0.2% Ellsworth Advisors, LLC 3Y 0.18% EntryPoint Capital, LLC 0.17% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.13% VIRTUS ADVISERS, LLC 3Y 7Y 0.1% CSM Advisors, LLC 3Y 0.1% ROYCE & ASSOCIATES LP 3Y 7Y 0.09% MARTINGALE ASSET MANAGEMENT L P 3Y 7Y 0.06%
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