United Fire Group Inc Portfolio Holdings

United Fire Group Inc

  • $55 Million
  • Q4 2023

United Fire Group Inc has filed its 13F form on February 13, 2024 for Q4 2023 where it was disclosed a total value porftolio of $55 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Products Partners L.P. with a value of $6.85M, Procter & Gamble CO with a value of $5.76M, Union Pacific Corp with a value of $5.53M, Microsoft Corp with a value of $3.76M, and Nike, Inc. with a value of $3.26M.

Examining the 13F form we can see an increase of $3.8M in the current position value, from $51.2M to 55M.

United Fire Group Inc is based out at Cedar Rapids, IA

Below you can find more details about United Fire Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $55 Million
Financial Services: $10.2 Million
Energy: $9.48 Million
Basic Materials: $7.09 Million
Consumer Defensive: $5.76 Million
Industrials: $5.53 Million
Consumer Cyclical: $4.8 Million
Healthcare: $4.43 Million
Utilities: $3.99 Million
Other: $3.76 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.56B
$2.55 Million 4.64% of portfolio
27,523
Q1 2022 Reduced 22.52%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $55 Million
  • Prior Value $51.2 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 13, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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