$241 Million is the total value of UNITED FIRE GROUP INC's 111 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| F | New | Ford Motor Company | $995,000 | – | 64,177 | +100.0% | 0.41% | – |
| WBA | New | Walgreens Boots Alliance Inc | $129,000 | – | 10,000 | +100.0% | 0.05% | – |
| GM | Buy | General Motors Company | $36,000 | +44.0% | 1,025 | +29.7% | 0.02% | +36.4% |
| GMWSA | Buy | General Motors Company-Warrants A | $23,000 | +43.8% | 932 | +29.6% | 0.01% | +42.9% |
| GMWSB | Buy | General Motors Company-Warrants B | $16,000 | +60.0% | 932 | +29.6% | 0.01% | +75.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| US BANCORP DEL | 42 | Q3 2023 | 12.8% |
| WINTRUST FINL CORP | 42 | Q3 2023 | 7.8% |
| Procter & Gamble Company | 42 | Q3 2023 | 11.2% |
| ABBVIE INC | 42 | Q3 2023 | 7.3% |
| Alliant Energy Corporation | 42 | Q3 2023 | 3.9% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 4.7% |
| Duke Energy Corporation | 42 | Q3 2023 | 3.4% |
| Old Republic International Cor | 42 | Q3 2023 | 2.8% |
| Microsoft Corporation | 42 | Q3 2023 | 6.2% |
| PFIZER INC | 42 | Q3 2023 | 3.1% |
View UNITED FIRE GROUP INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UNITED FIRE GROUP INC | February 14, 2013 | 2,978,862 | 11.8% |
| MERCER INSURANCE GROUP INC | December 09, 2010 | 849,999 | 13.1% |
| UNITED FIRE & CASUALTY CO | February 19, 2008 | 3,822,911 | 14.1% |
View UNITED FIRE GROUP INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-05-10 |
| 10-Q | 2024-05-08 |
| 8-K | 2024-05-07 |
| 4 | 2024-05-02 |
| 4 | 2024-05-02 |
| DEFA14A | 2024-05-01 |
| 4 | 2024-04-19 |
| 8-K | 2024-04-19 |
| ARS | 2024-04-02 |
| DEF 14A | 2024-04-02 |
View UNITED FIRE GROUP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.