Aquatic Capital Management’s United Fire Group UFCS Stock Holding History

Aquatic Capital Management’s Portfolio UFCS Stock Details UFCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-836	Closed	-$30.4K	–	1828
2025 Q4	$30.4K	Sell	836 -867	-51%	-$29.6K	﹤0.01%	1291
2025 Q3	$51.8K	Sell	1,703 -12,939	-88%	-$381K	﹤0.01%	1276
2025 Q2	$420K	Buy	14,642 +2,423	+20%	+$67.8K	0.01%	870
2025 Q1	$360K	Buy	12,219 +9,770	+399%	+$264K	0.01%	819
2024 Q4	$69.7K	Buy	2,449 +2,149	+716%	+$54.2K	﹤0.01%	1124
2024 Q3	$6.28K	Buy	+300	New	+$6.21K	﹤0.01%	1094
2024 Q1	–	Sell	-1,900	Closed	-$38K	–	1664
2023 Q4	$38K	Hold	1,900	–	–	﹤0.01%	1155
2023 Q3	$38K	Buy	1,900 +300	+19%	+$6.28K	﹤0.01%	998
2023 Q2	$36K	Buy	+1,600	New	+$39.5K	﹤0.01%	1052

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return