Brandywine Global Investment Management’s Universal Insurance Holdings UVE Stock Holding History

Brandywine Global Investment 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
2025 Q4	$2.35M	Sell	69,390 -2,505	-3%	-$79.9K	0.02%	462
2025 Q3	$1.89M	Buy	71,895 +18,535	+35%	+$457K	0.01%	488
2025 Q2	$1.48M	Sell	53,360 -2,100	-4%	-$53.3K	0.01%	510
2025 Q1	$1.31M	Sell	55,460 -2,110	-4%	-$43.5K	0.01%	504
2024 Q4	$1.21M	Buy	+57,570	New	+$1.2M	0.01%	515
2019 Q2	–	Sell	-117,802	Closed	-$3.65M	–	889
2019 Q1	$3.65M	Buy	117,802 +567	+0.5%	+$20.3K	0.03%	442
2018 Q4	$4.45M	Buy	117,235 +3,724	+3%	+$162K	0.03%	394
2018 Q3	$5.51M	Buy	113,511 +4,990	+5%	+$214K	0.03%	398
2018 Q2	$3.81M	Sell	108,521 -7,648	-7%	-$260K	0.02%	476
2018 Q1	$3.71M	Sell	116,169 -5,169	-4%	-$155K	0.02%	475
2017 Q4	$3.32M	Sell	121,338 -18,475	-13%	-$464K	0.02%	505
2017 Q3	$3.22M	Sell	139,813 -14,283	-9%	-$324K	0.02%	512
2017 Q2	$3.88M	Sell	154,096 -6,147	-4%	-$151K	0.02%	484
2017 Q1	$3.93M	Buy	160,243 +1,746	+1%	+$45.7K	0.02%	493
2016 Q4	$4.5M	Sell	158,497 -3,403	-2%	-$81K	0.03%	462
2016 Q3	$4.08M	Sell	161,900 -2,594	-2%	-$58.2K	0.03%	468
2016 Q2	$3.06M	Sell	164,494 -3,060	-2%	-$55.3K	0.02%	495
2016 Q1	$2.98M	Sell	167,554 -500	-0.3%	-$9.27K	0.02%	493
2015 Q4	$3.9M	Sell	168,054 -7,346	-4%	-$202K	0.02%	477
2015 Q3	$5.18M	Buy	175,400 +159,300	+989%	+$4.3M	0.03%	422
2015 Q2	$390K	Hold	16,100	–	–	﹤0.01%	643
2015 Q1	$412K	Hold	16,100	–	–	﹤0.01%	642
2014 Q4	$330K	Hold	16,100	–	–	﹤0.01%	680
2014 Q3	$209K	Sell	16,100 -150	-0.9%	-$1.96K	﹤0.01%	690
2014 Q2	$211K	Sell	16,250 -9,000	-36%	-$118K	﹤0.01%	697
2014 Q1	$321K	Sell	25,250 -450	-2%	-$5.72K	﹤0.01%	672
2013 Q4	$373K	Sell	25,700 -8,900	-26%	-$85.5K	﹤0.01%	664
2013 Q3	$244K	Hold	34,600	–	–	﹤0.01%	745
2013 Q2	$245K	Buy	+34,600	New	+$224K	﹤0.01%	733

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandywine Global Investment Management's UVE Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Universal Insurance Holdings (UVE) stake by 3.5% in Q4 2025, selling an estimated $79.9K and leaving 69,390 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #462.

Brandywine Global Investment Management first reported a position in UVE in Q2 2013 and has held it in 29 quarters since. The position peaked at $5.51M in Q3 2018. 215 funds tracked by Wall St. Rank hold UVE as of Q4 2025.

Brandywine Global Investment Management held 69,390 shares of Universal Insurance Holdings worth $2.35M as of Q4 2025.
Brandywine Global Investment Management sold 2,505 Universal Insurance Holdings shares in Q4 2025, an estimated $79.9K.
Universal Insurance Holdings made up 0.02% of Brandywine Global Investment Management's portfolio in Q4 2025, its #462 holding.
Brandywine Global Investment Management first reported a position in Universal Insurance Holdings in Q2 2013 and has held it in 29 quarters since.
Brandywine Global Investment Management's Universal Insurance Holdings position peaked at $5.51M in Q3 2018.
215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.