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United Fire Inc 13F annual report

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.

$55 billion Assets Under Management (AUM)

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.

Careers at United Fire Inc

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.

One of the smallest hedge funds

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.


Kelly Allsup investment strategy

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.

The complete list of United Fire Inc trades based on 13F SEC filings

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

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