Bailard
UVE icon

Bailard’s Universal Insurance Holdings UVE Stock Holding History

Bailard’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
Q3 		$560K Hold
13,309
– – 0.01% 480
2026
Q2 		$550K Buy
13,309
+2,100
+19% +$79.1K 0.01% 491
2026
Q1 		$383K Hold
11,209
– – 0.01% 535
2025
Q4 		$379K Sell
11,209
-3,291
-23% -$105K 0.01% 526
2025
Q3 		$381K Hold
14,500
– – 0.01% 551
2025
Q2 		$402K Hold
14,500
– – 0.01% 540
2025
Q1 		$344K Buy
+14,500
New +$299K 0.01% 534
2024
Q4 		– Sell
-16,800
Closed -$372K – 843
2024
Q3 		$372K Hold
16,800
– – 0.01% 517
2024
Q2 		$315K Buy
16,800
+4,200
+33% +$81.7K 0.01% 534
2024
Q1 		$256K Sell
12,600
-17,100
-58% -$308K 0.01% 609
2023
Q4 		$475K Buy
+29,700
New +$462K 0.01% 462

Other funds holding UVE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Bailard's UVE Position: Q3 2026 in Review

Bailard held its Universal Insurance Holdings (UVE) position steady in Q3 2026 at 13,309 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #480.

Bailard first reported a position in UVE in Q4 2023 and has held it in 11 quarters since. 7 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

  • Bailard held 13,309 shares of Universal Insurance Holdings worth $560K as of Q3 2026.
  • Bailard left its Universal Insurance Holdings share count unchanged in Q3 2026.
  • Universal Insurance Holdings made up 0.01% of Bailard's portfolio in Q3 2026, its #480 holding.
  • Bailard first reported a position in Universal Insurance Holdings in Q4 2023 and has held it in 11 quarters since.
  • 7 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.