Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Fire Group Inc (UFCS)

214 + Investors. Track Smart Money conviction in UFCS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — UFCS

Based on 216 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added UFCS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
216 hedge funds hold UFCS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

113 buying79 selling
Last quarter: 113 funds bought or added vs 79 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 27 → 32 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
126 out of 216 hedge funds have held UFCS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

29 → 20 → 27 → 32 → 30 new funds/Q
New funds entering each quarter: 20 → 27 → 32 → 30. A growing number of institutions are discovering UFCS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 10% 1-2yr ■ 25% new
Of 216 current holders: 141 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
44 of 216 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in UFCS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UFCS

In 2026 Q1, 113 hedge funds were net buyers of UFCS (30 opened a new position, 83 added to an existing one), while 79 reduced or exited (60 trimmed, 19 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in UFCS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 216.

Hedge Fund Ownership: UFCS

How many hedge funds hold UFCS — quarterly history vs. share price
Quarterly hedge fund ownership of UFCS vs. share price

Market Analysis: UFCS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UFCS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy United Fire Group Inc (UFCS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UFCS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
UFCS
nan%
XLF
+8.5%

UFCS outperformed XLF by nan% since March 31, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 0 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: UFCS
214 + Investors

Track Smart Money conviction in UFCS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 214 205 4.39%
13F Shares 17M 17M 1.0%
Total Value $620M $613M 1.07%
New Positions 28 32 -4
Increased Positions 83 71 +12
Closed Positions 19 16 +3
Reduced Positions 60 66 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UFCS

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

214 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UFCS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UFCS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Systematic Financial Management LP 0.52% 612,396 $22.7M
2 Globeflex Capital L P 0.24% 42,967 $1.6M
3 Hillsdale Investment Management Inc. 0.21% 211,768 $7.8M
4 R Squared Ltd 0.19% 9,557 $354K
5 Ellsworth Advisors, LLC 0.18% 25,856 $958K
6 VARCOV Co. 0.14% 10,124 $375K
7 Sierra Summit Advisors LLC 0.14% 25,171 $933K
8 Bridgeway Capital Management, LLC 0.13% 172,430 $6.4M
9 EntryPoint Capital, LLC 0.13% 11,806 $438K
10 Virtus Advisers, LLC 0.10% 6,050 $224K
11 Gallacher Capital Management LLC 0.09% 6,398 $237K
12 Royce & Associates LP 0.09% 247,009 $9.2M
13 Martingale Asset Management L P 0.07% 76,005 $2.8M
14 Integrated Quantitative Investments LLC 0.06% 9,124 $338K
15 WINTON GROUP Ltd 0.03% 24,131 $894K
16 Zacks Investment Management 0.03% 97,773 $3.6M
17 Earnest Partners LLC 0.03% 164,849 $6.1M
18 Intech Investment Management LLC 0.02% 67,686 $2.5M
19 Wilmington Savings Fund Society, FSB 0.02% 27,499 $1.0M
20 AlphaQuest LLC 0.02% 11,791 $429K
21 Empowered Funds, LLC 0.02% 95,430 $3.5M
22 Essential Partners LLC 0.02% 1,574 $58K
23 Lighthouse Investment Partners, LLC 0.02% 14,728 $546K
24 Jacobs Levy Equity Management, Inc 0.02% 104,414 $3.9M
25 Connor, Clark & Lunn Investment Management Ltd. 0.02% 187,787 $7.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — United Fire Group Inc (UFCS)

What does the Smart Money Trend signal show for UFCS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added UFCS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UFCS?

Slight buying edge — 59% buying: Last quarter: 113 funds bought or added vs 79 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UFCS holders?

Elite ownership — 44% AUM from top-100 funds: 44 of 216 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in UFCS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UFCS?

58% of holders stayed for 2+ years: 126 out of 216 hedge funds have held UFCS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy United Fire Group Inc (UFCS) following the 2026 Q1 hedge fund 13F filings?

Since the quarter end (March 31, 2026), UFCS has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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