United Fire & Casualty Company

Latest statistics and disclosures from United Fire Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are EPD, PG, UNP, MSFT, DOW, and represent 45.90% of United Fire Group's stock portfolio.
  • Reduced shares in these 10 stocks: WMT (-$7.0M), JNJ (-$6.3M), ABT (-$6.0M), HON (-$5.8M), CMI (-$5.4M), , DE, AAPL, VZ, BAC.
  • Sold out of its positions in T, ABT, AAPL, BAC, CVX, CINF, KO, CMI, DE, XOM. HON, JNJ, PEP, VZ, WMT, WBA.
  • United Fire Group was a net seller of stock by $-76M.
  • United Fire Group has $51M in assets under management (AUM), dropping by -60.49%.
  • Central Index Key (CIK): 0000101199

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Portfolio Holdings for United Fire Group

United Fire Group holds 21 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Enterprise Products Partners (EPD) 13.9 $7.1M 260k 27.37
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Procter & Gamble Company (PG) 11.2 $5.7M 39k 145.86
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Union Pacific Corporation (UNP) 8.9 $4.6M 23k 203.63
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Microsoft Corporation (MSFT) 6.2 $3.2M -42% 10k 315.75
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Dow (DOW) 5.7 $2.9M 57k 51.56
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Nike CL B (NKE) 5.6 $2.9M 30k 95.62
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Mastercard Incorporated Cl A (MA) 4.8 $2.5M 6.2k 395.91
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Enbridge (ENB) 4.7 $2.4M 73k 33.19
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Wintrust Financial Corporation (WTFC) 4.1 $2.1M 28k 75.50
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Corteva (CTVA) 4.0 $2.0M 40k 51.16
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Dupont De Nemours (DD) 3.9 $2.0M 27k 74.59
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Medtronic SHS (MDT) 3.8 $2.0M 25k 78.36
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Alliant Energy Corporation (LNT) 3.8 $1.9M -50% 40k 48.45
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Duke Energy Corp Com New (DUK) 3.4 $1.8M -50% 20k 88.26
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Morgan Stanley Com New (MS) 3.2 $1.6M -47% 20k 81.67
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Pfizer (PFE) 2.9 $1.5M -52% 45k 33.17
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Amcor Ord (AMCR) 2.9 $1.5M 160k 9.16
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JPMorgan Chase & Co. (JPM) 2.8 $1.5M -56% 10k 145.02
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Abbvie (ABBV) 2.0 $1.0M -74% 6.9k 149.06
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Us Bancorp Del Com New (USB) 2.0 $1.0M -66% 31k 33.06
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Old Republic International Corporation (ORI) 0.2 $81k -89% 3.0k 26.94
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Past Filings by United Fire Group

SEC 13F filings are viewable for United Fire Group going back to 2011

View all past filings