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Beacon Pointe Advisors’s Universal Insurance Holdings UVE Stock Holding History

Beacon Pointe 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
2025
Q1 		– Sell
-234,995
Closed -$4.95M – 1267
2024
Q4 		$4.95M Buy
234,995
+25,423
+12% +$532K 0.05% 288
2024
Q3 		$4.64M Buy
209,572
+20,581
+11% +$415K 0.05% 308
2024
Q2 		$3.55M Buy
188,991
+29,088
+18% +$565K 0.04% 351
2024
Q1 		$3.25M Buy
159,903
+40,942
+34% +$737K 0.04% 390
2023
Q4 		$1.9M Buy
+118,961
New +$1.85M 0.02% 498

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's UVE Position: Q1 2025 in Review

Beacon Pointe Advisors sold out of Universal Insurance Holdings (UVE) in Q1 2025, closing a stake of 234,995 shares — an estimated $4.95M sold.

Beacon Pointe Advisors first reported a position in UVE in Q4 2023 and held it in 5 quarters. The position peaked at $4.95M in Q4 2024. 176 funds tracked by Wall St. Rank hold UVE as of Q1 2025.

  • Beacon Pointe Advisors reported no remaining Universal Insurance Holdings position as of Q1 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 234,995 Universal Insurance Holdings shares in Q1 2025, an estimated $4.95M.
  • Beacon Pointe Advisors first reported a position in Universal Insurance Holdings in Q4 2023 and held it in 5 quarters.
  • Beacon Pointe Advisors's Universal Insurance Holdings position peaked at $4.95M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2025.

Based on Beacon Pointe Advisors's 13F filing for Q1 2025, filed 13 May 2025.