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Showing Q4 2023 data
UNITED FIRE GROUP INC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
UNITED FIRE GROUP INC
•CIK: 101199•Filing: Q4 2023
**UNITED FIRE GROUP INC** manages $55M across a diversified portfolio of 21 positions. The fund exhibits notable concentration in defensive and cyclical sectors, highlighted by top holdings including EPD at $6.9M and PG at $5.8M. Significant allocations are also maintained in UNP ($5.5M) and MSFT ($3.8M), suggesting a tactical blend of stable infrastructure and technology exposure. This positioning reflects a focused, moderate-sized mandate across established market leaders.
Total AUM
$55.0M
QoQ Performance
N/A
Positions
21
Top 10 Concentration
69.3%
Latest Filing
Q4 2023
Top Holdings Allocation
EPD
PG
UNP
MSFT
NKE
DOW
EPD12.5%
PG10.5%
UNP10.0%
MSFT6.8%
NKE5.9%
DOW5.6%
MA4.8%
ENB4.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other57.7%
Industrial10.0%
Healthcare8.1%
Financial7.9%
Technology6.8%
Consumer5.9%
Utilities3.5%