AIFS
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

A&I Financial Services's UVE Position: Q2 2026 in Review

A&I Financial Services reduced its Universal Insurance Holdings (UVE) stake by 2.9% in Q2 2026, selling an estimated $25.9K and leaving 23,372 shares worth $967K. The position accounts for 0.42% of the portfolio, ranked #29.

A&I Financial Services first reported a position in UVE in Q2 2025 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • A&I Financial Services held 23,372 shares of Universal Insurance Holdings worth $967K as of Q2 2026.
  • A&I Financial Services sold 688 Universal Insurance Holdings shares in Q2 2026, an estimated $25.9K.
  • Universal Insurance Holdings made up 0.42% of A&I Financial Services's portfolio in Q2 2026, its #29 holding.
  • A&I Financial Services first reported a position in Universal Insurance Holdings in Q2 2025 and has held it in 5 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.