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Algert Global’s Universal Insurance Holdings UVE Stock Holding History

Algert Global’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
2025
Q3 		– Sell
-8,900
Closed -$247K – 1349
2025
Q2 		$247K Buy
+8,900
New +$226K 0.01% 1067
2024
Q4 		– Sell
-79,059
Closed -$1.75M – 1347
2024
Q3 		$1.75M Buy
79,059
+25,210
+47% +$509K 0.05% 603
2024
Q2 		$1.01M Buy
53,849
+7,099
+15% +$138K 0.03% 681
2024
Q1 		$950K Buy
46,750
+9,260
+25% +$167K 0.04% 624
2023
Q4 		$599K Buy
37,490
+1,140
+3% +$17.8K 0.02% 767
2023
Q3 		$510K Hold
36,350
– – 0.02% 739
2023
Q2 		$561K Buy
+36,350
New +$602K 0.02% 792
2022
Q4 		– Sell
-59,272
Closed -$584K – 1298
2022
Q3 		$584K Sell
59,272
-33,938
-36% -$406K 0.04% 755
2022
Q2 		$1.22M Buy
93,210
+18,680
+25% +$236K 0.09% 389
2022
Q1 		$1M Buy
74,530
+24,940
+50% +$374K 0.07% 524
2021
Q4 		$843K Buy
49,590
+13,020
+36% +$197K 0.11% 333
2021
Q3 		$477K Buy
36,570
+24,810
+211% +$339K 0.06% 555
2021
Q2 		$163K Sell
11,760
-2,200
-16% -$30.9K 0.05% 374
2021
Q1 		$200K Buy
+13,960
New +$209K 0.06% 377
2019
Q3 		– Sell
-25,220
Closed -$704K – 439
2019
Q2 		$704K Hold
25,220
– – 0.26% 129
2019
Q1 		$782K Buy
25,220
+9,650
+62% +$346K 0.45% 72
2018
Q4 		$590K Sell
15,570
-18,640
-54% -$811K 0.16% 198
2018
Q3 		$1.66M Hold
34,210
– – 0.36% 103
2018
Q2 		$1.2M Buy
34,210
+700
+2% +$23.8K 0.25% 151
2018
Q1 		$1.07M Buy
33,510
+16,080
+92% +$483K 0.21% 178
2017
Q4 		$477K Hold
17,430
– – 0.11% 233
2017
Q3 		$401K Buy
+17,430
New +$396K 0.09% 244

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Algert Global's UVE Position: Q3 2025 in Review

Algert Global sold out of Universal Insurance Holdings (UVE) in Q3 2025, closing a stake of 8,900 shares — an estimated $247K sold.

Algert Global first reported a position in UVE in Q3 2017 and held it in 22 quarters. The position peaked at $1.75M in Q3 2024. 181 funds tracked by Wall St. Rank hold UVE as of Q3 2025.

  • Algert Global reported no remaining Universal Insurance Holdings position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 8,900 Universal Insurance Holdings shares in Q3 2025, an estimated $247K.
  • Algert Global first reported a position in Universal Insurance Holdings in Q3 2017 and held it in 22 quarters.
  • Algert Global's Universal Insurance Holdings position peaked at $1.75M in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.