Bank of Montreal’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $252K | Hold |
6,102
| – | – | ﹤0.01% | 2867 |
|
|
2026
Q1 | $208K | Sell |
6,102
-8
| -0.1% | -$258 | ﹤0.01% | 2901 |
|
|
2025
Q4 | $207K | Buy |
+6,110
| New | +$195K | ﹤0.01% | 2825 |
|
|
2024
Q4 | – | Sell |
-88,906
| Closed | -$1.95M | – | 3959 |
|
|
2024
Q3 | $1.95M | Sell |
88,906
-285,581
| -76% | -$5.76M | ﹤0.01% | 1700 |
|
|
2024
Q2 | $7.04M | Buy |
374,487
+276,700
| +283% | +$5.38M | ﹤0.01% | 1137 |
|
|
2024
Q1 | $1.99M | Buy |
97,787
+82,268
| +530% | +$1.48M | ﹤0.01% | 1642 |
|
|
2023
Q4 | $262K | Sell |
15,519
-178,807
| -92% | -$2.78M | ﹤0.01% | 2954 |
|
|
2023
Q3 | $2.52M | Buy |
+194,326
| New | +$2.73M | ﹤0.01% | 1587 |
|
|
2021
Q2 | – | Sell |
-7,332
| Closed | -$100K | – | 4904 |
|
|
2021
Q1 | $100K | Sell |
7,332
-791
| -10% | -$11.8K | ﹤0.01% | 3384 |
|
|
2020
Q4 | $126K | Buy |
8,123
+5,860
| +259% | +$82.6K | ﹤0.01% | 3467 |
|
|
2020
Q3 | $32K | Sell |
2,263
-954
| -30% | -$16.8K | ﹤0.01% | 3612 |
|
|
2020
Q2 | $53K | Buy |
3,217
+2,486
| +340% | +$44K | ﹤0.01% | 3420 |
|
|
2020
Q1 | $13K | Sell |
731
-4,634
| -86% | -$106K | ﹤0.01% | 3403 |
|
|
2019
Q4 | $150K | Buy |
5,365
+1,028
| +24% | +$29.7K | ﹤0.01% | 3310 |
|
|
2019
Q3 | $130K | Sell |
4,337
-139
| -3% | -$3.8K | ﹤0.01% | 3161 |
|
|
2019
Q2 | $125K | Buy |
4,476
+2,573
| +135% | +$75.3K | ﹤0.01% | 3207 |
|
|
2019
Q1 | $59K | Sell |
1,903
-150
| -7% | -$5.38K | ﹤0.01% | 3284 |
|
|
2018
Q4 | $78K | Buy |
2,053
+60
| +3% | +$2.61K | ﹤0.01% | 3074 |
|
|
2018
Q3 | $97K | Sell |
1,993
-6
| -0.3% | -$258 | ﹤0.01% | 3104 |
|
|
2018
Q2 | $70K | Buy |
1,999
+225
| +13% | +$7.66K | ﹤0.01% | 3284 |
|
|
2018
Q1 | $57K | Buy |
1,774
+386
| +28% | +$11.6K | ﹤0.01% | 3185 |
|
|
2017
Q4 | $38K | Hold |
1,388
| – | – | ﹤0.01% | 3373 |
|
|
2017
Q3 | $32K | Hold |
1,388
| – | – | ﹤0.01% | 3382 |
|
|
2017
Q2 | $35K | Hold |
1,388
| – | – | ﹤0.01% | 3348 |
|
|
2017
Q1 | $34K | Buy |
1,388
+370
| +36% | +$9.69K | ﹤0.01% | 3206 |
|
|
2016
Q4 | $24K | Hold |
1,018
| – | – | ﹤0.01% | 3346 |
|
|
2016
Q3 | $26K | Hold |
1,018
| – | – | ﹤0.01% | 3264 |
|
|
2016
Q2 | $19K | Buy |
1,018
+8
| +0.8% | +$145 | ﹤0.01% | 3411 |
|
|
2016
Q1 | $18K | Buy |
1,010
+315
| +45% | +$5.84K | ﹤0.01% | 3443 |
|
|
2015
Q4 | $16K | Sell |
695
-1,212
| -64% | -$33.4K | ﹤0.01% | 3473 |
|
|
2015
Q3 | $56K | Buy |
1,907
+928
| +95% | +$25.1K | ﹤0.01% | 2875 |
|
|
2015
Q2 | $24K | Buy |
979
+240
| +32% | +$6.12K | ﹤0.01% | 3250 |
|
|
2015
Q1 | $19K | Buy |
+739
| New | +$17.4K | ﹤0.01% | 3287 |
|
|
2014
Q3 | – | Sell |
-680
| Closed | -$9K | – | 4416 |
|
|
2014
Q2 | $9K | Buy |
+680
| New | +$8.94K | ﹤0.01% | 3927 |
|
Other funds holding UVE
DSC
Bank of Montreal's UVE Position: Q2 2026 in Review
Bank of Montreal held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 6,102 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.
Bank of Montreal first reported a position in UVE in Q2 2014 and has held it in 34 quarters since. The position peaked at $7.04M in Q2 2024. 221 funds tracked by Wall St. Rank hold UVE as of Q2 2026.
- Bank of Montreal held 6,102 shares of Universal Insurance Holdings worth $252K as of Q2 2026.
- Bank of Montreal left its Universal Insurance Holdings share count unchanged in Q2 2026.
- Universal Insurance Holdings made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2867 holding.
- Bank of Montreal first reported a position in Universal Insurance Holdings in Q2 2014 and has held it in 34 quarters since.
- Bank of Montreal's Universal Insurance Holdings position peaked at $7.04M in Q2 2024.
- 221 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.