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Bogart Wealth LLC’s Universal Insurance Holdings UVE Stock Holding History

Bogart Wealth LLC’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 		$1.25K Buy
+30
New +$1.13K ﹤0.01% 1568

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

Bogart Wealth LLC's UVE Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Universal Insurance Holdings (UVE) in Q2 2026: 30 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings.

222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Bogart Wealth LLC held 30 shares of Universal Insurance Holdings worth $1.25K as of Q2 2026.
  • Universal Insurance Holdings was a new Bogart Wealth LLC position in Q2 2026.
  • Universal Insurance Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1568 holding.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.