BGAI
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Bruce G. Allen Investments’s Universal Corp UVV Stock Holding History

Bruce G. Allen Investments’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12
Closed -$673 – 1136
2025
Q1 		$673 Buy
12
+2
+20% +$107 ﹤0.01% 882
2024
Q4 		$548 Hold
10
– – ﹤0.01% 940
2024
Q3 		$531 Buy
+10
New +$517 ﹤0.01% 944

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bruce G. Allen Investments's UVV Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Universal Corp (UVV) in Q2 2025, closing a stake of 12 shares — an estimated $673 sold.

Bruce G. Allen Investments first reported a position in UVV in Q3 2024 and held it in 3 quarters. The position peaked at $673 in Q1 2025. 239 funds tracked by Wall St. Rank hold UVV as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Universal Corp position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 12 Universal Corp shares in Q2 2025, an estimated $673.
  • Bruce G. Allen Investments first reported a position in Universal Corp in Q3 2024 and held it in 3 quarters.
  • Bruce G. Allen Investments's Universal Corp position peaked at $673 in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Universal Corp as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.