$159 Million is the total value of UNITED FIRE GROUP INC's 44 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
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.