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Bartlett & Co Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Bartlett & Co Wealth Management’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 		$91K Hold
2,200
– – ﹤0.01% 643
2026
Q1 		$86K Hold
2,200
– – ﹤0.01% 596
2025
Q4 		$74.4K Hold
2,200
– – ﹤0.01% 599
2025
Q3 		$57.9K Hold
2,200
– – ﹤0.01% 647
2025
Q2 		$61K Hold
2,200
– – ﹤0.01% 625
2025
Q1 		$52.1K Hold
2,200
– – ﹤0.01% 642
2024
Q4 		$46.3K Hold
2,200
– – ﹤0.01% 666
2024
Q3 		$48.8K Hold
2,200
– – ﹤0.01% 664
2024
Q2 		$41.3K Hold
2,200
– – ﹤0.01% 688
2024
Q1 		$44.7K Hold
2,200
– – ﹤0.01% 680
2023
Q4 		$35.2K Hold
2,200
– – ﹤0.01% 760
2023
Q3 		$30.8K Hold
2,200
– – ﹤0.01% 737
2023
Q2 		$33.9K Buy
+2,200
New +$36.5K ﹤0.01% 733

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

Bartlett & Co Wealth Management's UVE Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 2,200 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Bartlett & Co Wealth Management first reported a position in UVE in Q2 2023 and has held it in 13 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,200 shares of Universal Insurance Holdings worth $91K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Universal Insurance Holdings share count unchanged in Q2 2026.
  • Universal Insurance Holdings made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #643 holding.
  • Bartlett & Co Wealth Management first reported a position in Universal Insurance Holdings in Q2 2023 and has held it in 13 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.