A&I Financial Services’s Universal Insurance Holdings UVE Stock Holding History

A&I Financial Services’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$967K	Sell	23,372 -688	-3%	-$25.9K	0.42%	29
2026 Q1	$822K	Buy	24,060 +430	+2%	+$13.8K	0.39%	32
2025 Q4	$799K	Buy	23,630 +1,389	+6%	+$44.3K	0.38%	31
2025 Q3	$574K	Buy	22,241 +2,112	+10%	+$52.1K	0.28%	49
2025 Q2	$558K	Buy	+20,129	New	+$511K	0.32%	40

Other funds holding UVE

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Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Torren Management San Diego, California $197M AUM