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UFCS · United Fire Group Inc · Held by Funds

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$47.73 +0.38 (+0.80%) At close · Nov 6 Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.23B
Shares
25.72M
Volume · Nov 6 217.18K Avg daily vol (3M) 137.66K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of UFCS by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 22.75% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.37% 1,124,361
Index ETFs 18.38% 4,727,935
Active ETFs 2.63% 677,249
Active funds 7.24% 1,863,052
Unclassified 2.52% 647,357
All registered funds 35.15% 9,039,954
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding UFCS

263 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 1,329,596 $69,724,014 0.06%
Avantis U.S. Small Cap Value ETF 676,867 $36,462,825 0.12%
VANGUARD TOTAL STOCK MARKET INDEX FUND 690,721 $36,221,409 0.00%
iShares Russell 2000 ETF 574,904 $30,147,966 0.04%
U.S. SMALL CAP VALUE PORTFOLIO 316,007 $16,230,120 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 252,846 $13,259,244 0.01%
Fidelity Small Cap Index Fund 236,900 $12,167,184 0.04%
iShares Russell 2000 Value ETF 207,200 $10,865,568 0.07%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 201,267 $10,554,441 0.06%
Invesco S&P SmallCap Momentum ETF 197,944 $10,166,404 0.34%
U.S. Targeted Value Portfolio 181,298 $9,311,465 0.06%
Dimensional U.S. Targeted Value ETF 158,177 $8,123,971 0.06%
VANGUARD TAX-MANAGED SMALL-CAP FUND 130,650 $6,851,286 0.06%
VANGUARD RUSSELL 2000 INDEX FUND 124,349 $6,698,681 0.04%
Invesco S&P SmallCap Value with Momentum ETF 127,169 $6,531,400 0.97%
Dimensional US Small Cap Value ETF 125,983 $6,470,487 0.08%
U.S. MICRO CAP PORTFOLIO 124,588 $6,398,840 0.08%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 118,979 $6,239,259 0.20%
Royce Small-Cap Fund 113,716 $5,963,267 0.28%
EA Bridgeway Omni Small-Cap Value ETF 113,184 $5,935,369 0.25%
U.S. SMALL CAP PORTFOLIO 112,492 $5,777,589 0.03%
Fidelity Extended Market Index Fund 106,647 $5,745,074 0.01%
Schwab U.S. Small-Cap ETF 104,256 $5,616,271 0.02%
iShares S&P Small-Cap 600 Growth ETF 97,584 $5,117,305 0.06%
iShares S&P Small-Cap 600 Value ETF 97,155 $5,094,808 0.06%
Dimensional U.S. Small Cap ETF 84,621 $4,346,135 0.03%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 79,452 $4,280,079 0.07%
Omni Small-Cap Value Fund 77,000 $4,037,880 0.30%
First Trust Dow Jones Select MicroCap Index Fund 73,228 $3,840,076 1.45%
iShares Micro-Cap ETF 72,678 $3,811,234 0.25%
Fidelity SAI Small-Mid Cap Momentum Index Fund 67,035 $3,442,918 0.08%
Fidelity Small-Mid Multifactor ETF 63,935 $3,283,702 0.13%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 62,397 $3,272,099 0.06%
Dimensional U.S. Core Equity 2 ETF 60,778 $3,121,558 0.01%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 58,515 $3,068,527 0.06%
U.S. CORE EQUITY 2 PORTFOLIO 56,911 $2,922,949 0.01%
Royce Capital Fund - Small-Cap Portfolio 55,005 $2,884,462 1.55%
Schwab Small-Cap Index Fund 52,734 $2,708,418 0.04%
ROYCE SMALL-CAP TRUST, INC. 45,023 $2,361,006 0.09%
Avantis U.S. Small Cap Value Fund 41,542 $2,237,868 0.11%
Avantis U.S. Small Cap Equity ETF 41,172 $2,217,936 0.07%
Fidelity Total Market Index Fund 40,955 $2,206,246 0.00%
Master Small Cap Index Series 40,560 $2,126,966 0.04%
Invesco S&P SmallCap 600 Revenue ETF 38,888 $2,094,897 0.10%
LSV Small Cap Value Fund 39,400 $2,023,584 0.29%
Zacks Small/Mid Cap ETF 37,230 $2,005,580 0.73%
BlackRock Advantage Small Cap Core Fund 36,219 $1,951,118 0.04%
VANGUARD FINANCIALS INDEX FUND 35,286 $1,900,857 0.01%
U.S. CORE EQUITY 1 PORTFOLIO 36,707 $1,885,272 0.00%
Invesco Dorsey Wright SmallCap Momentum ETF 34,872 $1,878,555 0.45%
Showing 1–50 of 263 positions
Key facts CIK 101199 CUSIP 910340108 13F (30d) 114 filings 89 filers Visit website Investor relations