Boston Partners’s Universal Insurance Holdings UVE Stock Holding History

Boston Partners’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
2024 Q2	–	Sell	-37,286	Closed	-$758K	–	794
2024 Q1	$758K	Buy	+37,286	New	+$671K	﹤0.01%	627
2022 Q3	–	Sell	-67,683	Closed	-$882K	–	765
2022 Q2	$882K	Hold	67,683	–	–	﹤0.01%	531
2022 Q1	$913K	Buy	67,683 +1,970	+3%	+$29.5K	﹤0.01%	554
2021 Q4	$1.12M	Hold	65,713	–	–	﹤0.01%	517
2021 Q3	$857K	Buy	65,713 +24,607	+60%	+$336K	﹤0.01%	541
2021 Q2	$571K	Sell	41,106 -1,005	-2%	-$14.1K	﹤0.01%	611
2021 Q1	$604K	Buy	42,111 +8,674	+26%	+$130K	﹤0.01%	629
2020 Q4	$505K	Buy	+33,437	New	+$471K	﹤0.01%	596

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners's UVE Position: Q2 2024 in Review

Boston Partners sold out of Universal Insurance Holdings (UVE) in Q2 2024, closing a stake of 37,286 shares — an estimated $758K sold.

Boston Partners first reported a position in UVE in Q4 2020 and held it in 8 quarters. The position peaked at $1.12M in Q4 2021. 165 funds tracked by Wall St. Rank hold UVE as of Q2 2024.

Boston Partners reported no remaining Universal Insurance Holdings position as of Q2 2024 after selling out during the quarter.
Boston Partners sold 37,286 Universal Insurance Holdings shares in Q2 2024, an estimated $758K.
Boston Partners first reported a position in Universal Insurance Holdings in Q4 2020 and held it in 8 quarters.
Boston Partners's Universal Insurance Holdings position peaked at $1.12M in Q4 2021.
165 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2024.

Based on Boston Partners's 13F filing for Q2 2024, filed 14 Aug 2024.