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Allworth Financial’s Universal Insurance Holdings UVE Stock Holding History

Allworth Financial’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 		$20.6K Buy
498
+218
+78% +$8.21K ﹤0.01% 3175
2026
Q1 		$9.56K Buy
280
+37
+15% +$1.19K ﹤0.01% 3542
2025
Q4 		$8.21K Buy
243
+13
+6% +$415 ﹤0.01% 3403
2025
Q3 		$6.05K Buy
230
+198
+619% +$4.89K ﹤0.01% 3441
2025
Q2 		$888 Buy
+32
New +$812 ﹤0.01% 3992
2016
Q2 		– Sell
-265
Closed -$5K – 682
2016
Q1 		$5K Buy
+265
New +$4.91K ﹤0.01% 457

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

Allworth Financial's UVE Position: Q2 2026 in Review

Allworth Financial increased its Universal Insurance Holdings (UVE) stake by 78% in Q2 2026, buying an estimated $8.21K and bringing the position to 498 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

Allworth Financial first reported a position in UVE in Q1 2016 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Allworth Financial held 498 shares of Universal Insurance Holdings worth $20.6K as of Q2 2026.
  • Allworth Financial bought 218 Universal Insurance Holdings shares in Q2 2026, an estimated $8.21K.
  • Universal Insurance Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3175 holding.
  • Allworth Financial first reported a position in Universal Insurance Holdings in Q1 2016 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.