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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return