UNITED FIRE GROUP INC
InsurerRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2023, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2024-01-31, active share 84.8%; sector active share 42.9% against the combined 13F book's sector weights.
Over time 16 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
21 tracked positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023Portfolio Trend
Sector Breakdown
As of Dec 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 18.5% | $10,178,934 |
| Energy | 17.2% | $9,477,218 |
| Basic Materials | 12.9% | $7,093,704 |
| Consumer Defensive | 10.5% | $5,759,022 |
| Industrials | 10.0% | $5,526,450 |
| Consumer Cyclical | 8.7% | $4,800,849 |
| Healthcare | 8.1% | $4,429,302 |
| Utilities | 7.3% | $3,992,800 |
| Technology | 6.8% | $3,760,400 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 260,000 | $6,851,000 | 12.45% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 39,300 | $5,759,022 | 10.47% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 22,500 | $5,526,450 | 10.04% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 10,000 | $3,760,400 | 6.83% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 30,000 | $3,257,100 | 5.92% | |
| DOW |
Dow Inc.
Basic Materials
|
Held | 56,666 | $3,107,563 | 5.65% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 6,200 | $2,644,362 | 4.81% | |
| ENB |
Enbridge Inc
Energy
|
Held | 72,910 | $2,626,218 | 4.77% | |
| WTFC |
Wintrust Financial Corp
Financial Services
|
Held | 27,523 | $2,552,758 | 4.64% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Held | 26,899 | $2,069,341 | 3.76% | |
| MDT |
Medtronic plc
Healthcare
|
Held | 25,000 | $2,059,500 | 3.74% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 40,000 | $2,052,000 | 3.73% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 20,000 | $1,940,800 | 3.53% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 40,000 | $1,916,800 | 3.48% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 20,000 | $1,865,000 | 3.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 10,000 | $1,701,000 | 3.09% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
Held | 160,140 | $1,543,749 | 2.81% | |
| USB |
US Bancorp De
Financial Services
|
Held | 30,675 | $1,327,614 | 2.41% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 45,000 | $1,295,550 | 2.35% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 6,932 | $1,074,252 | 1.95% | |
| ORI |
Old Republic International Corp
Financial Services
|
Held | 3,000 | $88,200 | 0.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.