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Basecamp Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

Basecamp Wealth Advisors’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 		$1.74K Hold
42
– – ﹤0.01% 1404
2026
Q1 		$1.44K Buy
+42
New +$1.35K ﹤0.01% 1482

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

Basecamp Wealth Advisors's UVE Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 42 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Basecamp Wealth Advisors first reported a position in UVE in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Basecamp Wealth Advisors held 42 shares of Universal Insurance Holdings worth $1.74K as of Q2 2026.
  • Basecamp Wealth Advisors left its Universal Insurance Holdings share count unchanged in Q2 2026.
  • Universal Insurance Holdings made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1404 holding.
  • Basecamp Wealth Advisors first reported a position in Universal Insurance Holdings in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.