United Fire Inc is an investment fund managing more than $55 billion ran by Kelly Allsup. There are currently 21 companies in Mrs. Allsup’s portfolio. The largest investments include Enterprise Prods Partners L and Procter And Gamble Co, together worth $12.6 billion.
As of 6th February 2024, United Fire Inc’s top holding is 260,000 shares of Enterprise Prods Partners L currently worth over $6.85 billion and making up 12.5% of the portfolio value.
In addition, the fund holds 39,300 shares of Procter And Gamble Co worth $5.76 billion.
The third-largest holding is Union Pac Corp worth $5.53 billion and the next is Microsoft worth $3.76 billion, with 10,000 shares owned.
Currently, United Fire Inc's portfolio is worth at least $55 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The United Fire Inc office and employees reside in Cedar Rapids, Iowa. According to the last 13-F report filed with the SEC, Kelly Allsup serves as the Controller at United Fire Inc.
The two most similar investment funds to United Fire Inc are Oxford Asset Management LL.P. and Van Eck Associates Corp. They manage $55.1 billion and $54.9 billion respectively.
United Fire Inc’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Materials — making up 15.7% of
the total portfolio value.
The fund focuses on investments in the United States as
52.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
62% of the total holdings value.
On the other hand, small-cap stocks make up only 9.5% of the portfolio.
The average market cap of the portfolio companies is close to $221 billion.
These positions were updated on February 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Enterprise Prods Partners L |
No change
260,000
|
$6,851,000,000 | 12.45% |
| Procter And Gamble Co |
No change
39,300
|
$5,759,022,000 | 10.47% |
| Union Pac Corp |
No change
22,500
|
$5,526,450,000 | 10.04% |
| Microsoft Corporation |
No change
10,000
|
$3,760,400,000 | 6.83% |
| Nike, Inc. |
No change
30,000
|
$3,257,100,000 | 5.92% |
| Dow Inc |
No change
56,666
|
$3,107,563,000 | 5.65% |
| Mastercard Incorporated |
No change
6,200
|
$2,644,362,000 | 4.81% |
| Enbridge Inc |
No change
72,910
|
$2,626,218,000 | 4.77% |
| Wintrust Finl Corp |
No change
27,523
|
$2,552,758,000 | 4.64% |
| DuPont de Nemours Inc |
No change
26,899
|
$2,069,340,000 | 3.76% |
| Medtronic Plc |
No change
25,000
|
$2,059,500,000 | 3.74% |
| Alliant Energy Corp. |
No change
40,000
|
$2,052,000,000 | 3.73% |
| Duke Energy Corp. |
No change
20,000
|
$1,940,800,000 | 3.53% |
| Corteva Inc |
No change
40,000
|
$1,916,800,000 | 3.48% |
| Morgan Stanley |
No change
20,000
|
$1,865,000,000 | 3.39% |
| JPMorgan Chase & Co. |
No change
10,000
|
$1,701,000,000 | 3.09% |
| Amcor Plc |
No change
160,140
|
$1,543,750,000 | 2.81% |
| Us Bancorp Del |
No change
30,675
|
$1,327,614,000 | 2.41% |
| Pfizer Inc. |
No change
45,000
|
$1,295,550,000 | 2.35% |
| Abbvie Inc |
No change
6,932
|
$1,074,252,000 | 1.95% |
| Old Rep Intl Corp |
No change
3,000
|
$88,200,000 | 0.16% |
| No transactions found | |||
| Showing first 500 out of 21 holdings | |||