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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
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

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

Bailard's UVE Position: Q2 2026 in Review

Bailard increased its Universal Insurance Holdings (UVE) stake by 19% in Q2 2026, buying an estimated $79.1K and bringing the position to 13,309 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #491.

Bailard first reported a position in UVE in Q4 2023 and has held it in 10 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Bailard held 13,309 shares of Universal Insurance Holdings worth $550K as of Q2 2026.
  • Bailard bought 2,100 Universal Insurance Holdings shares in Q2 2026, an estimated $79.1K.
  • Universal Insurance Holdings made up 0.01% of Bailard's portfolio in Q2 2026, its #491 holding.
  • Bailard first reported a position in Universal Insurance Holdings in Q4 2023 and has held it in 10 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

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