AssetMark Inc’s Universal Insurance Holdings UVE Stock Holding History

AssetMark Inc’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	$11.2K	Hold	270	–	–	﹤0.01%	2409
2026 Q1	$9.22K	Buy	270 +255	+1,700%	+$8.21K	﹤0.01%	2338
2025 Q4	$507	Buy	+15	New	+$479	﹤0.01%	3100
2020 Q2	–	Sell	-187	Closed	-$3K	–	1448
2020 Q1	$3K	Buy	+187	New	+$4.29K	﹤0.01%	1144
2019 Q4	–	Sell	-4,031	Closed	-$121K	–	1486
2019 Q3	$121K	Buy	4,031 +31	+0.8%	+$847	﹤0.01%	573
2019 Q2	$112K	Buy	4,000 +3,727	+1,365%	+$109K	﹤0.01%	583
2019 Q1	$8K	Buy	+273	New	+$9.79K	﹤0.01%	1016
2018 Q1	–	Sell	-11	Closed	–	–	2002
2017 Q4	$0	Buy	+11	New	+$276	﹤0.01%	2144

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc's UVE Position: Q2 2026 in Review

AssetMark Inc held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 270 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

AssetMark Inc first reported a position in UVE in Q4 2017 and has held it in 8 quarters since. The position peaked at $121K in Q3 2019. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

AssetMark Inc held 270 shares of Universal Insurance Holdings worth $11.2K as of Q2 2026.
AssetMark Inc left its Universal Insurance Holdings share count unchanged in Q2 2026.
Universal Insurance Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2409 holding.
AssetMark Inc first reported a position in Universal Insurance Holdings in Q4 2017 and has held it in 8 quarters since.
AssetMark Inc's Universal Insurance Holdings position peaked at $121K in Q3 2019.
222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.