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United Ins Hldgs shares owned by Center for Financial Planning

Quarter-by-quarter ownership of United Ins Hldgs (ACIC) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in United Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including United Ins Hldgs held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Ins Hldgs by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $27 2 13.50

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding United Ins Hldgs

BlackRock
Vanguard Group
Tieton Capital Management
DG Capital Management
Empyrean Capital Partners
Punch & Associates Investment Management
Geode Capital Management
American Century Companies
Dimensional Fund Advisors
State Street Corporation
Renaissance Technologies
Millennium Management
Nuveen
Citadel Advisors
Raymond James Financial

View all funds holding United Ins Hldgs