Merriman Wealth Management »

United Fire & Casualty shares owned by Merriman Wealth Management

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

Historical chart of Merriman Wealth Management investment in United Fire & Casualty

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Fire & Casualty by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $721k 34k 20.93
2024-06-30 $740k 34k 21.49
2024-03-31 $750k 34k 21.77
2023-09-30 $856k 43k 19.75
2023-06-30 $982k 43k 22.66

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Merriman Wealth Management

Top funds holding United Fire & Casualty

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Earnest Partners
State Street Corporation
Bank of America Corporation
Geode Capital Management
Systematic Financial Management
Assenagon Asset Management
Morgan Stanley
Charles Schwab Investment Management
Northern Trust
Invesco
Goldman Sachs Group

View all funds holding United Fire & Casualty