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ALPS Advisors’s Universal Insurance Holdings UVE Stock Holding History

ALPS Advisors’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 		$605K Sell
14,617
-31,715
-68% -$1.2M ﹤0.01% 885
2026
Q1 		$1.58M Buy
46,332
+11,130
+32% +$358K 0.01% 450
2025
Q4 		$1.19M Hold
35,202
– – 0.01% 501
2025
Q3 		$926K Hold
35,202
– – 0.01% 524
2025
Q2 		$976K Sell
35,202
-1,328
-4% -$33.7K 0.01% 508
2025
Q1 		$866K Sell
36,530
-1,328
-4% -$27.4K 0.01% 498
2024
Q4 		$797K Buy
37,858
+1,328
+4% +$27.8K 0.01% 537
2024
Q3 		$810K Buy
+36,530
New +$737K 0.01% 549
2019
Q1 		– Sell
-10,067
Closed -$382K – 1014
2018
Q4 		$382K Sell
10,067
-406
-4% -$17.7K ﹤0.01% 641
2018
Q3 		$508K Sell
10,473
-3,547
-25% -$152K ﹤0.01% 589
2018
Q2 		$492K Sell
14,020
-660
-4% -$22.5K ﹤0.01% 589
2018
Q1 		$468K Buy
+14,680
New +$441K ﹤0.01% 616
2017
Q1 		– Sell
-17,281
Closed -$491K – 841
2016
Q4 		$491K Buy
17,281
+165
+1% +$3.93K ﹤0.01% 419
2016
Q3 		$431K Sell
17,116
-4,278
-20% -$96K ﹤0.01% 401
2016
Q2 		$398K Sell
21,394
-1,573
-7% -$28.4K ﹤0.01% 464
2016
Q1 		$409K Buy
22,967
+4,874
+27% +$90.4K ﹤0.01% 550
2015
Q4 		$419K Hold
18,093
– – ﹤0.01% 587
2015
Q3 		$535K Sell
18,093
-2,879
-14% -$77.8K 0.01% 283
2015
Q2 		$508K Buy
20,972
+326
+2% +$8.32K ﹤0.01% 492
2015
Q1 		$528K Sell
20,646
-19,423
-48% -$457K ﹤0.01% 406
2014
Q4 		$819K Sell
40,069
-5,566
-12% -$97.2K 0.01% 176
2014
Q3 		$590K Buy
45,635
+4,900
+12% +$64K ﹤0.01% 324
2014
Q2 		$528K Buy
40,735
+1,035
+3% +$13.6K ﹤0.01% 507
2014
Q1 		$504K Buy
+39,700
New +$505K ﹤0.01% 544

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

ALPS Advisors's UVE Position: Q2 2026 in Review

ALPS Advisors reduced its Universal Insurance Holdings (UVE) stake by 68% in Q2 2026, selling an estimated $1.2M and leaving 14,617 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

ALPS Advisors first reported a position in UVE in Q1 2014 and has held it in 24 quarters since. The position peaked at $1.58M in Q1 2026. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • ALPS Advisors held 14,617 shares of Universal Insurance Holdings worth $605K as of Q2 2026.
  • ALPS Advisors sold 31,715 Universal Insurance Holdings shares in Q2 2026, an estimated $1.2M.
  • Universal Insurance Holdings made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #885 holding.
  • ALPS Advisors first reported a position in Universal Insurance Holdings in Q1 2014 and has held it in 24 quarters since.
  • ALPS Advisors's Universal Insurance Holdings position peaked at $1.58M in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.