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United Fire & Casualty shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of United Fire & Casualty (UFCS) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in United Fire & Casualty

Tip: Access up to 7 years of quarterly data

All positions including United Fire & Casualty held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Fire & Casualty by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.3M 186k 28.45
2024-09-30 $3.9M 187k 20.93
2024-06-30 $4.1M 191k 21.49
2024-03-31 $4.1M 188k 21.77
2023-09-30 $3.5M 178k 19.75
2023-06-30 $1.9M 84k 22.66
2023-03-31 $2.2M 161k 13.36
2022-12-31 $2.2M 80k 27.36
2022-09-30 $2.3M 81k 28.73
2022-06-30 $2.5M 74k 34.23
2022-03-31 $2.2M 72k 31.06
2021-12-31 $1.5M 65k 23.19
2021-09-30 $1.5M 63k 23.10
2021-06-30 $1.7M 60k 27.73
2021-03-31 $1.9M 55k 34.79
2020-12-31 $849k 34k 25.10
2020-09-30 $553k 27k 20.30
2020-06-30 $721k 26k 27.73
2020-03-31 $783k 24k 32.61
2019-12-31 $1.0M 23k 43.72
2019-09-30 $1.1M 23k 46.96
2019-06-30 $1.0M 21k 48.45
2019-03-31 $971k 22k 43.73
2018-12-31 $1.2M 21k 55.45
2018-06-30 $27k 493 54.77
2018-03-31 $6.0k 129 46.51
2017-12-31 $6.0k 129 46.51
2017-09-30 $7.0k 129 54.26
2017-06-30 $6.0k 143 41.96
2017-03-31 $74k 1.7k 42.77
2016-12-31 $107k 2.2k 49.13
2016-09-30 $102k 2.4k 42.27
2016-06-30 $210k 5.0k 42.33
2016-03-31 $220k 5.0k 43.89
2015-12-31 $167k 4.4k 38.25
2015-09-30 $150k 4.3k 35.10

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Envestnet Asset Management

Top funds holding United Fire & Casualty

BlackRock
Dimensional Fund Advisors
Vanguard Group
Earnest Partners
State Street Corporation
Bank of America Corporation
Systematic Financial Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Northern Trust
Envestnet Asset Management
Invesco
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding United Fire & Casualty