Form 13-F position report

UNITED FIRE GROUP, INC.

Reported by MORGAN STANLEY

UFCS CUSIP 910340108 Manager CIK 0000895421

Reported 219,952 shares, up 11,411 (5.5%) from the prior quarter.

Reported value 14.1%; share count 5.5% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q1 2024
Shares 219,952 Quarter-end amount reported
Reported value $4,788,394 Fair value at quarter end
Consecutive quarters held 44 Through Q1 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 2625000
2021-12-31 3667000
2022-03-31 4765000
2022-06-30 9724000
2022-09-30 7839000
2022-12-31 7284058
2023-03-31 5522391
2023-06-30 4135405
2023-09-30 3014545
2023-12-31 4195874
2024-03-31 4788394
2024-06-30 6203642
2024-09-30 5798553
2024-12-31 7075949
2025-03-31 8245493
2025-06-30 7816068
2025-09-30 8269502
2025-12-31 11715393
2026-03-31 9500567
2026-06-30 16659228

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for UNITED FIRE GROUP, INC. held by MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 317,680 +61,325 (23.9%) < 0.01% $16,659,228 2026-08-13
Q1 2026 Reduced 256,355 -65,938 (-20.5%) < 0.01% $9,500,567 2026-05-15
Q4 2025 Added 322,293 +50,450 (18.6%) < 0.01% $11,715,393 2026-02-13
Q3 2025 Reduced 271,843 -493 (-0.2%) < 0.01% $8,269,502 2025-11-14
Q2 2025 Reduced 272,336 -7,551 (-2.7%) < 0.01% $7,816,068 2025-08-15
Q1 2025 Added 279,887 +31,173 (12.5%) < 0.01% $8,245,493 2025-05-15
Q4 2024 Reduced 248,714 -28,329 (-10.2%) < 0.01% $7,075,949 2025-02-14
Q3 2024 Reduced 277,043 -11,632 (-4.0%) < 0.01% $5,798,553 2024-11-14
Q2 2024 Added 288,675 +68,723 (31.2%) < 0.01% $6,203,642 2024-08-14
Q1 2024 Added 219,952 +11,411 (5.5%) < 0.01% $4,788,394 2024-05-15
Q4 2023 Added 208,541 +55,906 (36.6%) < 0.01% $4,195,874 2024-02-13
Q3 2023 Reduced 152,635 -29,862 (-16.4%) < 0.01% $3,014,545 2023-11-15
Q2 2023 Reduced 182,497 -25,502 (-12.3%) < 0.01% $4,135,405 2023-08-14
Q1 2023 Reduced 207,999 -58,230 (-21.9%) < 0.01% $5,522,391 2023-05-15
Q4 2022 Reduced 266,229 -6,604 (-2.4%) < 0.01% $7,284,058 2023-02-14
Q3 2022 Reduced 272,833 -11,225 (-4.0%) < 0.01% $7,839,000 2022-11-14
Q2 2022 Added 284,058 +130,675 (85.2%) < 0.01% $9,724,000 2022-08-15
Q1 2022 Reduced 153,383 -4,737 (-3.0%) < 0.01% $4,765,000 2022-05-13
Q4 2021 Added 158,120 +44,495 (39.2%) < 0.01% $3,667,000 2022-02-14
Q3 2021 Added 113,625 +5,183 (4.8%) < 0.01% $2,625,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

155 managers reported UNITED FIRE GROUP, INC. for Q1 2024.

Managers reporting UNITED FIRE GROUP, INC. in Q1 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 3,466,663 -145,764 < 0.01% $75,469,254 44 qtrs
VANGUARD GROUP INC Reduced 2,355,497 -240,366 < 0.01% $51,279,170 44 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 1,421,615 -61,900 < 0.01% $30,948,559 44 qtrs
EARNEST PARTNERS LLC Reduced 1,265,991 -22,575 0.13% $27,560,624 42 qtrs
STATE STREET CORPORATION Added 845,292 +7,541 < 0.01% $18,402,007 44 qtrs
Bank of America Corporation Added 551,170 +63,839 < 0.01% $11,998,971 44 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 483,387 +6,533 < 0.01% $10,525,920 44 qtrs
SYSTEMATIC FINANCIAL MANAGEMENT LP Added 392,179 +64,670 0.24% $8,537,741 44 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added 376,393 +12,803 < 0.01% $8,194,075 44 qtrs
MORGAN STANLEY This report Added 219,952 +11,411 < 0.01% $4,788,394 44 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
May 15, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
181,170
Shared
253
None
38,529

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.