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Able Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Able Wealth Management’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
Q1 		$201K Buy
+5,883
New +$189K 0.05% 127

Other funds holding UVE

BlackRock
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Able Wealth Management's UVE Position: Q1 2026 in Review

Able Wealth Management opened a new position in Universal Insurance Holdings (UVE) in Q1 2026: 5,883 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings.

215 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

  • Able Wealth Management held 5,883 shares of Universal Insurance Holdings worth $201K as of Q1 2026.
  • Universal Insurance Holdings was a new Able Wealth Management position in Q1 2026.
  • Universal Insurance Holdings made up 0.05% of Able Wealth Management's portfolio in Q1 2026, its #127 holding.
  • 215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.