$206 Million is the total value of UNITED FIRE GROUP INC's 119 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 40.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CINF | Sell | Cincinnati Financial Corp | $23,448,000 | -30.4% | 310,776 | -3.0% | 11.36% | +0.2% |
LH | Sell | Laboratory Corp of America Holding | $647,000 | -25.3% | 5,117 | -0.0% | 0.31% | +7.5% |
WELL | Sell | Welltower Inc | $458,000 | -60.7% | 10,000 | -29.8% | 0.22% | -43.4% |
NVST | Sell | ENVISTA HLDGS CORP | $24,000 | -50.0% | 1,617 | -0.1% | 0.01% | -25.0% |
DFODQ | Exit | Dean Foods Company | $0 | – | -4,000 | -100.0% | 0.00% | – |
RPM | Exit | RPM INTL INC | $0 | – | -3,371 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-06
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.