$277 Million is the total value of UNITED FIRE GROUP INC's 115 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENB | New | Enbridge Inc | $3,874,000 | – | 92,590 | +100.0% | 1.40% | – |
| WFCPRL | Buy | Wachovia Corp Ser L Conv Perp Pfdpreferred | $1,797,000 | +25.8% | 1,450 | +20.8% | 0.65% | +23.1% |
| WELLPRI | Buy | Welltower Incpreferred | $884,000 | +27.7% | 14,000 | +21.7% | 0.32% | +25.1% |
| ADI | New | Analog Devices Inc | $76,000 | – | 928 | +100.0% | 0.03% | – |
| UNIT | New | Uniti Group Inc | $67,000 | – | 2,588 | +100.0% | 0.02% | – |
| VREX | New | Varex Imaging Corp | $13,000 | – | 400 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-03
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 |
|---|---|
| 4 | 2024-05-20 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
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.