Filing Research | UFCS - UNITED FIRE GROUP INC Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Ellsworth Advisors, LLC	Shares	25.7KSH	$1.3M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	21.3KSH	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.3KSH	$585.4K
4	Louisiana State Employees Retirement System	Shares	9.7KSH	$508.7K
5	Police & Firemen's Retirement System of New Jersey	Shares	6.7KSH	$350.7K
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	5.5KSH	$286.5K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.2KSH	$274.4K
8	Diversified Trust Co	Shares	5.2KSH	$271.2K
9	PFG Investments, LLC	Shares	4.6KSH	$239.9K
10	Farther Finance Advisors, LLC	Shares	4.1KSH	$212.8K
11	GAMMA Investing LLC	Shares	2.1KSH	$110.2K
12	IFP Advisors, Inc	Shares	1.4KSH	$73.4K
13	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$56.7K
14	Versant Capital Management, Inc	Shares	283SH	$14.8K
15	Fortitude Family Office, LLC	Shares	214SH	$11.2K
16	SIGNATUREFD, LLC	Shares	155SH	$8.1K
17	SJS Investment Consulting Inc.	Shares	138SH	$7.2K
18	True Wealth Design, LLC	Shares	125SH	$6.6K
19	Torren Management, LLC	Shares	36SH	$1.9K
20	Physician Wealth Advisors, Inc.	Shares	35SH	$1.8K
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	21.9KSH	$1.1K
22	FARMERS & MERCHANTS INVESTMENTS INC	Shares	13SH	$682
23	State of Alaska, Department of Revenue	Shares	10.4KSH	$542
24	AMALGAMATED BANK	Shares	5.9KSH	$310
25	Hughes Financial Services, LLC	Shares	4SH	$210
26	JFS WEALTH ADVISORS, LLC	Shares	4SH	$210
27	GILPIN WEALTH MANAGEMENT, LLC	Shares	3SH	$158
28	Davis Capital Management	Shares	1SH	$52
29	SBI Securities Co., Ltd.	Shares	1SH	$52
30	Capital Advisors, Ltd. LLC	Shares	10SH	$1

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-321	+$315.3K	$1.1M
2	Ellsworth Advisors, LLC trimmed	Shares	-122	+$302.5K	$1.3M
3	Diversified Trust Co new	Shares	+5.2K	+$271.2K	$271.2K
4	PFG Investments, LLC new	Shares	+4.6K	+$239.9K	$239.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+944	+$195.2K	$585.4K
6	Louisiana State Employees Retirement System unchanged	Shares	0	+$149.2K	$508.7K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+878	+$135.4K	$350.7K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-194	+$73.3K	$274.4K
9	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-380	+$69.9K	$286.5K
10	Farther Finance Advisors, LLC added	Shares	+10	+$64.3K	$212.8K
11	GAMMA Investing LLC added	Shares	+89	+$35.6K	$110.2K
12	IFP Advisors, Inc added	Shares	+281	+$31.9K	$73.4K
13	Fortitude Family Office, LLC added	Shares	+91	+$6.7K	$11.2K
14	SJS Investment Consulting Inc. added	Shares	+121	+$6.6K	$7.2K
15	Versant Capital Management, Inc unchanged	Shares	0	+$4.4K	$14.8K
16	SIGNATUREFD, LLC added	Shares	+28	+$3.4K	$8.1K
17	True Wealth Design, LLC trimmed	Shares	-19	+$1.2K	$6.6K
18	Torren Management, LLC unchanged	Shares	0	+$562	$1.9K
19	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$538	$1.8K
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-272	+$327	$1.1K
21	JFS WEALTH ADVISORS, LLC new	Shares	+4	+$210	$210
22	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$200	$682
23	Hughes Financial Services, LLC added	Shares	+2	+$136	$210
24	AMALGAMATED BANK trimmed	Shares	-376	+$77	$310
25	Davis Capital Management new	Shares	+1	+$52	$52
26	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$46	$158
27	State of Alaska, Department of Revenue trimmed	Shares	-3.6K	+$27	$542
28	SBI Securities Co., Ltd. unchanged	Shares	0	+$15	$52
29	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$1
30	Sound Income Strategies, LLC exited	Shares	-92	-$3.4K	$0
31	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-155	-$5.7K	$0
32	EverSource Wealth Advisors, LLC trimmed	Shares	-690	-$8.9K	$56.7K
33	Gallacher Capital Management LLC exited	Shares	-6.4K	-$237.1K	$0
34	SIERRA SUMMIT ADVISORS LLC exited	Shares	-25.2K	-$932.8K	$0