UFCSNasdaqFire, Marine & Casualty InsuranceFiscal year ends December 31
UNITED FIRE GROUP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$56.11−0.33 (-0.58%)
Close on Oct 19, 2026
- Market cap
- $1.45B
- P/E (TTM)
- 10.4
- Dividend yield
- 1.14%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
68.4%
18M of 26M shares
Institutional holders
231
36 new, 22 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 5 sales
Net sold $994.25K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,220,921 | 12.70% | 13G (passive) amendment | Mar 31, 2025 |
| McIntyre Dee Ann | 2,925,862 | 11.50% | 13G (passive) amendment | Dec 31, 2025 |
| Dimensional Fund Advisors LP | 1,483,515 | 5.90% | 13G (passive) amendment | Dec 29, 2023 |
| EARNEST Partners, LLC | 1,260,893 | 5.00% | 13G (passive) amendment | Aug 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UFCS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,492,305 | 13.59% | $183.14M | +44,240 | 0.00% |
| Dimensional Fund Advisors LP | 1,505,183 | 5.86% | $78.93M | +15,215 | 0.01% |
| Vanguard Capital Management LLC | 965,279 | 3.76% | $50.62M | −1,022 | 0.00% |
| State Street Corp | 860,633 | 3.35% | $45.13M | +43,135 | 0.00% |
| American Century Companies Inc | 721,246 | 2.81% | $37.82M | +154,163 | 0.02% |
| Geode Capital Management, LLC | 710,198 | 2.76% | $37.25M | +47,898 | 0.00% |
| Systematic Financial Management LP | 582,930 | 2.27% | $30.57M | −29,466 | 0.61% |
| Vanguard Portfolio Management LLC | 558,629 | 2.17% | $29.29M | +25,927 | 0.00% |
| Bank Of America Corp /De/ | 475,517 | 1.85% | $24.94M | −21,901 | 0.00% |
| Invesco Ltd. | 433,243 | 1.69% | $22.72M | +29,647 | 0.00% |
| Aqr Capital Management LLC | 405,797 | 1.58% | $21.28M | −16,257 | 0.01% |
| Morgan Stanley | 317,680 | 1.24% | $16.66M | +61,325 | 0.00% |
| Allianz Asset Management GmbH | 251,918 | 0.98% | $9.34M | – | 0.01% |
| Royce & Associates LP | 250,169 | 0.97% | $13.12M | +3,160 | 0.11% |
| Hillsdale Investment Management Inc. | 241,568 | 0.94% | $12.67M | +29,800 | 0.29% |
| Northern Trust Corp | 241,255 | 0.94% | $12.65M | +26,229 | 0.00% |
| Charles Schwab Investment Management Inc | 210,176 | 0.82% | $11.02M | +6,726 | 0.00% |
| Bridgeway Capital Management, LLC | 190,184 | 0.74% | $9.97M | +17,754 | 0.18% |
| Connor, Clark & Lunn Investment Management Ltd. | 185,359 | 0.72% | $9.72M | −2,428 | 0.02% |
| Bank of New York Mellon Corp | 184,759 | 0.72% | $9.69M | +4,436 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 231 | 18M | 68.4% | 36 / 91 | 63 / 22 | 1M | 1M |
| Q1 2026 | 220 | 17M | 66.7% | 30 / 84 | 63 / 16 | 3M | 1M |
| Q4 2025 | 210 | 17M | 65.6% | 33 / 72 | 67 / 12 | 1M | 1M |
| Q3 2025 | 192 | 17M | 65.9% | 25 / 74 | 66 / 11 | 1M | 1M |
| Q2 2025 | 179 | 17M | 64.7% | 22 / 69 | 59 / 24 | 1M | 1M |
| Q1 2025 | 182 | 17M | 64.5% | 28 / 72 | 54 / 17 | 2M | 2M |
| Q4 2024 | 173 | 16M | 63.4% | 34 / 53 | 59 / 14 | 1M | 1M |
| Q3 2024 | 154 | 16M | 64.0% | 20 / 59 | 51 / 17 | 5M | 1M |
| Q2 2024 | 152 | 16M | 62.6% | 27 / 56 | 49 / 16 | 2M | 2M |
| Q1 2024 | 142 | 16M | 63.0% | 20 / 49 | 50 / 15 | 1M | 1M |
| Q4 2023 | 137 | 16M | 62.6% | 23 / 48 | 48 / 7 | 1M | 1M |
| Q3 2023 | 121 | 16M | 61.2% | 20 / 35 | 46 / 17 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UFCS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,329,596 | 5.17% | $69.72M | 0.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 690,721 | 2.69% | $36.22M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 574,904 | 2.24% | $30.15M | 0.04% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 533,413 | 2.08% | $23.65M | 0.09% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 316,007 | 1.23% | $16.23M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 252,846 | 0.98% | $13.26M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 236,900 | 0.92% | $12.17M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 207,200 | 0.81% | $10.87M | 0.07% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 201,267 | 0.78% | $10.55M | 0.06% | Jun 30, 2026 |
| Invesco S&P SmallCap Momentum ETF | 197,944 | 0.77% | $10.17M | 0.34% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 181,298 | 0.71% | $9.31M | 0.06% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 158,177 | 0.62% | $8.12M | 0.06% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 130,650 | 0.51% | $6.85M | 0.06% | Jun 30, 2026 |
| Invesco S&P SmallCap Value with Momentum ETF | 127,169 | 0.49% | $6.53M | 0.97% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 125,983 | 0.49% | $6.47M | 0.08% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kevin James Leidwinger | Director, CEO | 82,064 | 0.32% | Mar 24, 2026 |
| Adam M. Vogt | VP - Chief Accounting Officer | 6,928 | 0.03% | Jul 6, 2026 |
| Steven Dennis Hernandez | Chief Human Resources Officer | 19,979 | 0.08% | May 19, 2026 |
| Sarah E. Madsen | Chief Legal Officer | 13,481 | 0.05% | Mar 24, 2026 |
| Julie A. Stephenson | Executive VP & COO | 54,484 | 0.21% | Mar 24, 2026 |
| Eric J. Martin | Chief Financial Officer | 33,686 | 0.13% | Mar 24, 2026 |
| Brian Keith Rawlins | SVP - Chief Claim Officer | 7,391 | 0.03% | Mar 3, 2026 |
| Corey Lynn Ruehle | SVP & Chief Claims Officer | 16,842 | 0.07% | Mar 26, 2025 |
| Kelly A. Walsh | Chief Underwriting Officer | 16,189 | 0.06% | Jan 22, 2025 |
| Micah G. Woolstenhulme | SVP & Chief Risk Officer | 39,940 | 0.16% | Jan 16, 2025 |
| Scott L. Carlton | Director | 267,962 | 1.04% | Sep 8, 2026 |
| Teresa Jean Brown | Director | 1,415 | 0.01% | Aug 31, 2026 |
| George D. Milligan | Director | 90,034 | 0.35% | Jun 9, 2026 |
| Lura E. McBride | Director | 18,463 | 0.07% | May 22, 2026 |
| Mark A. Green | Director | 16,064 | 0.06% | May 22, 2026 |
| Susan E. Voss | Director | 26,140 | 0.10% | May 22, 2026 |
| Brenda Kay Clancy | Director | 22,140 | 0.09% | May 22, 2026 |
| Matthew R. Foran | Director | 15,264 | 0.06% | May 22, 2026 |
| Christopher R. Drahozal | Director | 482,888 | 1.88% | May 22, 2026 |
| Gilda Livingston Spencer | Director | 4,506 | 0.02% | May 22, 2026 |
| James Noyce | Director | 34,818 | 0.14% | May 22, 2026 |
| John Paul E. Besong | Director | 24,626 | 0.10% | Jan 14, 2026 |
| Dee Ann McIntyre | 10% owner | 2,921,612 | 11.37% | Mar 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Scott L. Carlton Director | Sep 3, 2026 | Sale | −9,777 | $55.52 | $542.82K | 200,552 |
| Adam M. Vogt VP - Chief Accounting Officer | Jul 1, 2026 | Tax withholding | −159 | $53.42 | $8.49K | 6,928 |
| George D. Milligan Director | Jun 5, 2026 | Buy | +4,500 | $45.23 | $203.54K | 90,034 |
| Lura E. McBride Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 18,463 |
| Christopher R. Drahozal Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 53,775 |
| Mark A. Green Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 16,064 |
| George D. Milligan Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 85,534 |
| Scott L. Carlton Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 210,329 |
| James Noyce Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 32,818 |
| Matthew R. Foran Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 15,264 |
| Gilda Livingston Spencer Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 4,506 |
| Brenda Kay Clancy Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 22,140 |
| Susan E. Voss Director | May 20, 2026 | Award | +2,082 | $48.04 | $100.02K | 26,140 |
| Steven Dennis Hernandez Chief Human Resources Officer | May 15, 2026 | Tax withholding | −485 | $48.06 | $23.31K | 19,979 |
| Eric J. Martin Chief Financial Officer | Mar 20, 2026 | Tax withholding | −1,069 | $36.40 | $38.91K | 33,686 |
| Sarah E. Madsen Chief Legal Officer | Mar 20, 2026 | Tax withholding | −613 | $36.40 | $22.31K | 13,481 |
| Julie A. Stephenson Executive VP & COO | Mar 20, 2026 | Tax withholding | −1,692 | $36.40 | $61.59K | 54,484 |
| Kevin James Leidwinger Director, CEO | Mar 20, 2026 | Tax withholding | −1,309 | $36.40 | $47.65K | 82,064 |
| Kevin James Leidwinger Director, CEO | Mar 20, 2026 | Tax withholding | −3,925 | $36.40 | $142.87K | 83,373 |
| Steven Dennis Hernandez Chief Human Resources Officer | Mar 15, 2026 | Tax withholding | −2,858 | $36.87 | $105.37K | 20,464 |
| Christopher R. Drahozal Director | Mar 4, 2026 | Sale | −4,250 | $38.49 | $163.58K | 429,113 |
| Christopher R. Drahozal Director | Mar 3, 2026 | Sale | −4,250 | $37.94 | $161.25K | 433,363 |
| Dee Ann McIntyre 10% owner | Mar 2, 2026 | Sale | −4,250 | $38.84 | $165.07K | 437,613 |
| Christopher R. Drahozal Director | Mar 2, 2026 | Sale | −4,250 | $38.84 | $165.07K | 437,613 |
| Brian Keith Rawlins SVP - Chief Claim Officer | Mar 2, 2026 | Tax withholding | −721 | $38.86 | $28.02K | 7,391 |
| Eric J. Martin Chief Financial Officer | Feb 24, 2026 | Tax withholding | −900 | $37.72 | $33.95K | 33,166 |
| Eric J. Martin Chief Financial Officer | Feb 24, 2026 | Tax withholding | −623 | $37.72 | $23.50K | 34,755 |
| Eric J. Martin Chief Financial Officer | Feb 24, 2026 | Award | +2,212 | $37.72 | $83.44K | 35,378 |
| Sarah E. Madsen Chief Legal Officer | Feb 24, 2026 | Tax withholding | −381 | $37.72 | $14.37K | 14,094 |
| Sarah E. Madsen Chief Legal Officer | Feb 24, 2026 | Award | +1,343 | $37.72 | $50.66K | 14,475 |
| Sarah E. Madsen Chief Legal Officer | Feb 24, 2026 | Tax withholding | −551 | $37.72 | $20.78K | 13,132 |
| Julie A. Stephenson Executive VP & COO | Feb 24, 2026 | Tax withholding | −1,246 | $37.72 | $47.00K | 56,176 |
| Julie A. Stephenson Executive VP & COO | Feb 24, 2026 | Award | +3,540 | $37.72 | $133.53K | 58,284 |
| Julie A. Stephenson Executive VP & COO | Feb 24, 2026 | Tax withholding | −862 | $37.72 | $32.51K | 57,422 |
| Kevin James Leidwinger Director, CEO | Feb 24, 2026 | Tax withholding | −5,659 | $37.72 | $213.46K | 87,298 |
| Kevin James Leidwinger Director, CEO | Feb 24, 2026 | Award | +9,141 | $37.72 | $344.80K | 96,902 |
| Kevin James Leidwinger Director, CEO | Feb 24, 2026 | Tax withholding | −3,945 | $37.72 | $148.81K | 92,957 |
| Eric J. Martin Chief Financial Officer | Feb 21, 2026 | Tax withholding | −1,089 | $38.53 | $41.96K | 34,066 |
| Steven Dennis Hernandez Chief Human Resources Officer | Feb 21, 2026 | Tax withholding | −542 | $38.53 | $20.88K | 23,322 |
| Julie A. Stephenson Executive VP & COO | Feb 21, 2026 | Tax withholding | −1,191 | $38.53 | $45.89K | 54,744 |
| Adam M. Vogt VP - Chief Accounting Officer | Feb 21, 2026 | Tax withholding | −160 | $38.53 | $6.16K | 7,087 |
| Sarah E. Madsen Chief Legal Officer | Feb 21, 2026 | Tax withholding | −660 | $38.53 | $25.43K | 13,683 |
| Kevin James Leidwinger Director, CEO | Feb 21, 2026 | Tax withholding | −3,114 | $38.53 | $119.98K | 87,761 |
| Brian Keith Rawlins SVP - Chief Claim Officer | Feb 20, 2026 | Award | +2,920 | $38.53 | $112.51K | 8,112 |
| Kevin James Leidwinger Director, CEO | Feb 20, 2026 | Award | +22,710 | $38.53 | $875.02K | 110,471 |
| Steven Dennis Hernandez Chief Human Resources Officer | Feb 20, 2026 | Award | +4,817 | $38.53 | $185.60K | 28,139 |
| Julie A. Stephenson Executive VP & COO | Feb 20, 2026 | Award | +9,109 | $38.53 | $350.97K | 63,853 |
| Sarah E. Madsen Chief Legal Officer | Feb 20, 2026 | Award | +5,714 | $38.53 | $220.16K | 19,397 |
| Eric J. Martin Chief Financial Officer | Feb 20, 2026 | Award | +7,660 | $38.53 | $295.14K | 41,726 |
| Adam M. Vogt VP - Chief Accounting Officer | Feb 20, 2026 | Award | +1,570 | $38.53 | $60.49K | 8,657 |
| Brenda Kay Clancy Director | Dec 22, 2025 | Small purchase | +0 | $37.21 | $0 | 20,058 |
| John Paul E. Besong Director | Dec 22, 2025 | Small purchase | +34.58 | $37.21 | $1.29K | 24,626 |
| George D. Milligan Director | Dec 22, 2025 | Small purchase | +124.99 | $37.21 | $4.65K | 83,452 |
| Gilda Livingston Spencer Director | Nov 21, 2025 | Award | +2,324 | $30.66 | $71.25K | 2,424 |
| Adam M. Vogt VP - Chief Accounting Officer | Nov 14, 2025 | Tax withholding | −644 | $37.11 | $23.90K | 7,247 |
| John Paul E. Besong Director | Sep 18, 2025 | Sale | −1,150 | $32.25 | $37.09K | 25,794 |
| John Paul E. Besong Director | Sep 18, 2025 | Sale | −1,300 | $32.26 | $41.94K | 24,494 |
| Brenda Kay Clancy Director | Sep 15, 2025 | Small purchase | +0 | $32.05 | $0 | 20,058 |
| John Paul E. Besong Director | Sep 15, 2025 | Small purchase | +46.41 | $32.05 | $1.49K | 24,591 |
| George D. Milligan Director | Sep 15, 2025 | Small purchase | +144.41 | $32.05 | $4.63K | 83,327 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Christopher R. Drahozal Director | Feb 24, 2026 | 12,750 | $478.25K | Mar 2, 2026 | Testamentary Gift |
| Dee Ann McIntyre 10% Stockholder | Feb 24, 2026 | 12,750 | $478.25K | Mar 2, 2026 | Testamentary Gift |
| Foundation McIntyre Controlled by 10% Stockholder and Issuer Director | Feb 24, 2026 | 12,750 | $478.25K | Mar 2, 2026 | Testamentary Gift |
| John Paul E. Besong Director | Sep 18, 2025 | 2,450 | $79.03K | Sep 18, 2025 | Settlement of vested RSUs issued under an S-8 Registered Plan |
| Dee Ann McIntyre 10% Stockholder | Feb 28, 2025 | 7,500 | $210.53K | Mar 4, 2025 | Testamentary Gift |
| Christopher R. Drahozal Director | Feb 28, 2025 | 7,500 | $210.53K | Mar 4, 2025 | Testamentary Gift |
| Foundation McIntyre Controlled by 10% Stockholder and Issuer Director | Feb 28, 2025 | 7,500 | $210.53K | Mar 4, 2025 | Testamentary Gift |
| Ruehle Corey Officer | Dec 19, 2024 | 2,664 | $78.86K | Dec 19, 2024 | Stock Option Exercise |
| Carlton Scott Director | Nov 19, 2024 | 3,756 | $101.99K | Nov 19, 2024 | Restricted Stock |
| Foundation McIntyre Controlled by 10% Stockholder and Issuer Director | Jun 4, 2024 | 2,500 | $55.33K | Jun 6, 2024 | Testamentary Gift |
| Dee Ann McIntyre 10% Stockholder | Jun 4, 2024 | 2,500 | $55.33K | Jun 6, 2024 | Testamentary Gift |
| Christopher R. Drahozal Director | Jun 4, 2024 | 2,500 | $55.33K | Jun 6, 2024 | Testamentary Gift |
| Christopher R. Drahozal Director | Mar 14, 2024 | 7,500 | $166.50K | Mar 15, 2024 | Testamentary Gift |
| Dee Ann McIntyre 10% Stockholder | Mar 14, 2024 | 7,500 | $166.50K | Mar 15, 2024 | Testamentary Gift |
| Foundation McIntyre Foundation partially controlled by 10% Stockholder | Mar 13, 2024 | 7,500 | $166.00K | Mar 15, 2024 | Testamentary Gift |