UNITED FIRE GROUP INC

FundStock

CIK 0000101199 · Q4 2023

13F Equity AUM

$55.0M

+7.4% QoQ

Positions

0 QoQ

AUM Rank

—

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #3,330 · Top 40%

vs S&P -3.1%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 45.7%Top 10: 69.3%Top 20: 99.8%

EPD12.4%

PG10.5%

UNP10.0%

MSFT6.8%

NKE5.9%

DOW5.7%

MA4.8%

ENB4.8%

WF24.6%

DD3.8%

Others (11)30.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services18.5%

Energy17.2%

Basic Materials12.9%

Consumer Defensive10.5%

Industrials10.0%

Healthcare8.1%

Utilities7.3%

Technology6.8%

Other8.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 21Median: 3.74%Avg: 4.76%

0–0.5%

1(0.2%)

0.5–1%

0(0.0%)

1–3%

4(9.5%)

3–5%

10(39.0%)

5%+

6(51.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 21vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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