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
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)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Shrt Nat Mun Etf (SUB)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Merriman Wealth Management

Top funds holding United Fire & Casualty

Vanguard Group
Dimensional Fund Advisors
Earnest Partners
Bank of America Corporation
Charles Schwab Investment Management
Systematic Financial Management
Bank of New York Mellon
Wells Fargo & Company
Foundry Partners
Millennium Management
Goldman Sachs Group
Jacobs Levy Equity Management
Royal Bank of Canada
Principal Financial Group
Franklin Resources

View all funds holding United Fire & Casualty