$194 Million is the total value of UNITED FIRE GROUP INC's 46 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | Sell | PROCTER AND GAMBLE CO | $6,876,000 | -29.9% | 45,000 | -25.0% | 3.54% | -23.2% |
| DUK | Sell | DUKE ENERGY CORP NEW | $6,700,000 | -3.3% | 60,000 | -9.2% | 3.45% | +6.0% |
| ABT | Sell | ABBOTT LABS | $6,510,000 | -42.2% | 55,000 | -31.2% | 3.35% | -36.6% |
| CINF | Sell | CINCINNATI FINL CORP | $5,438,000 | +1.5% | 40,000 | -14.9% | 2.80% | +11.2% |
| USB | Sell | US BANCORP DEL | $5,351,000 | -36.8% | 100,675 | -33.2% | 2.76% | -30.7% |
| ABBV | Sell | ABBVIE INC | $4,443,000 | -37.4% | 27,408 | -47.7% | 2.29% | -31.4% |
| DE | Sell | DEERE & CO | $4,155,000 | -19.2% | 10,000 | -33.3% | 2.14% | -11.5% |
| WTFC | Sell | WINTRUST FINL CORP | $2,558,000 | -20.7% | 27,523 | -22.5% | 1.32% | -13.1% |
| Exit | GENERAL ELECTRIC CO | $0 | – | -12,375 | -100.0% | -0.55% | – | |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -12,600 | -100.0% | -0.55% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -5,000 | -100.0% | -0.63% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLspons adr a | $0 | – | -46,000 | -100.0% | -0.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
Signatures
The EDGAR filing(s) were signed by:
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 | 2024-05-02 |
| 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 |
| DEFA14A | 2024-04-02 |
| 4 | 2024-04-01 |
| 8-K/A | 2024-03-22 |
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.