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United Fire & Casualty shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management investment in United Fire & Casualty

Tip: Access up to 7 years of quarterly data

All positions including United Fire & Casualty held by Private Wealth 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 2.0k 30.42
2025-06-30 $57k 2.0k 28.70

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Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
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Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

Top funds holding United Fire & Casualty

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Systematic Financial Management
Geode Capital Management
Invesco
American Century Companies
AQR Capital Management
Morgan Stanley
Hillsdale Investment Management
Northern Trust
UBS Group
Charles Schwab Investment Management
Allianz Asset Management

View all funds holding United Fire & Casualty