As of the latest SEC filings, UNITED FIRE GROUP INC (UFCS) is held by 250 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $48,774,703.06 in market value, representing 0.05% of its portfolio.
Funds holding UNITED FIRE GROUP INC (UFCS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UFCS
- CIK:
- 0000101199
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $48,774,703.06 | 1,316,101 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $25,946,484.26 | 700,121 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $19,643,282.40 | 530,040 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.07% | $16,482,274.70 | 424,145 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $12,741,402.24 | 316,007 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $8,990,014.80 | 242,580 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,392,769.28 | 208,154 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.05% | $7,449,690.02 | 201,017 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $7,061,604.48 | 175,139 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,778,978.14 | 182,919 | Mar 31, 2026 | May 28, 2026 |
|
XSMO
Invesco S&P SmallCap Momentum ETF
|
ETF | Invesco | 0.23% | $6,361,729.92 | 157,781 | Apr 30, 2026 | Jun 26, 2026 |
|
XSVM
Invesco S&P SmallCap Value with Momentum ETF
|
ETF | Invesco | 1.02% | $6,233,189.76 | 154,593 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $6,091,142.40 | 151,070 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $5,023,388.16 | 124,588 | Apr 30, 2026 | Jun 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.05% | $4,841,889.00 | 130,650 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $4,784,129.28 | 118,654 | Apr 30, 2026 | Jun 29, 2026 |
|
RPMIX
Royce Small-Cap Fund
|
MF | Independent / Boutique | 0.26% | $4,681,567.44 | 126,324 | Mar 31, 2026 | May 21, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,535,677.44 | 112,492 | Apr 30, 2026 | Jun 24, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.18% | $4,409,361.74 | 118,979 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,396,387.24 | 113,134 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,144,146.98 | 106,643 | Feb 28, 2026 | Apr 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $4,096,649.46 | 110,541 | Mar 31, 2026 | May 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,055,196.44 | 104,354 | Feb 28, 2026 | Apr 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.17% | $3,536,635.80 | 95,430 | Mar 31, 2026 | Jun 1, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.05% | $3,460,699.86 | 93,381 | Mar 31, 2026 | May 28, 2026 |
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