Trexquant Investment’s United Fire Group UFCS Stock Holding History

Trexquant Investment’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	$2.15M	Buy	58,029 +19,602	+51%	+$723K	0.02%	965
2025 Q4	$1.4M	Sell	38,427 -14,657	-28%	-$501K	0.01%	1090
2025 Q3	$1.61M	Sell	53,084 -13,056	-20%	-$385K	0.02%	983
2025 Q2	$1.9M	Sell	66,140 -9,641	-13%	-$270K	0.02%	903
2025 Q1	$2.23M	Buy	75,781 +23,669	+45%	+$639K	0.03%	827
2024 Q4	$1.48M	Buy	+52,112	New	+$1.31M	0.02%	967
2024 Q3	–	Sell	-41,823	Closed	-$899K	–	1869
2024 Q2	$899K	Buy	41,823 +7,693	+23%	+$170K	0.01%	1034
2024 Q1	$743K	Buy	34,130 +11,292	+49%	+$251K	0.01%	1027
2023 Q4	$460K	Buy	22,838 +1,449	+7%	+$29.4K	0.01%	1113
2023 Q3	$422K	Buy	+21,389	New	+$448K	0.01%	1090
2021 Q2	–	Sell	-9,089	Closed	-$316K	–	1519
2021 Q1	$316K	Sell	9,089 -8,285	-48%	-$261K	0.03%	725
2020 Q4	$436K	Buy	17,374 +4,386	+34%	+$100K	0.05%	500
2020 Q3	$264K	Buy	+12,988	New	+$325K	0.02%	971
2017 Q4	–	Sell	-6,957	Closed	-$319K	–	1265
2017 Q3	$319K	Buy	+6,957	New	+$301K	0.08%	442

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