Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Universal Insurance Holdings UVE Stock Holding History

Carson Wealth (CWM 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
Q1 		$211K Sell
6,175
-32
-0.5% -$1.03K ﹤0.01% 2698
2025
Q4 		$210K Buy
6,207
+127
+2% +$4.05K ﹤0.01% 2536
2025
Q3 		$160K Sell
6,080
-287
-5% -$7.08K ﹤0.01% 2614
2025
Q2 		$177K Buy
6,367
+2,833
+80% +$71.9K ﹤0.01% 2280
2025
Q1 		$84K Buy
3,534
+376
+12% +$7.75K ﹤0.01% 2575
2024
Q4 		$67K Buy
3,158
+634
+25% +$13.3K ﹤0.01% 2581
2024
Q3 		$56K Buy
2,524
+723
+40% +$14.6K ﹤0.01% 2607
2024
Q2 		$34K Sell
1,801
-132
-7% -$2.57K ﹤0.01% 2758
2024
Q1 		$39K Buy
1,933
+878
+83% +$15.8K ﹤0.01% 2468
2023
Q4 		$17K Buy
1,055
+660
+167% +$10.3K ﹤0.01% 2887
2023
Q3 		$6K Buy
395
+205
+108% +$2.88K ﹤0.01% 3405
2023
Q2 		$3K Buy
190
+8
+4% +$133 ﹤0.01% 3710
2023
Q1 		$3K Buy
182
+150
+469% +$2.22K ﹤0.01% 3575
2022
Q4 		$0 Sell
32
-269
-89% -$2.73K ﹤0.01% 4269
2022
Q3 		$3K Sell
301
-127
-30% -$1.52K ﹤0.01% 3374
2022
Q2 		$6K Sell
428
-25
-6% -$315 ﹤0.01% 2930
2022
Q1 		$6K Buy
+453
New +$6.79K ﹤0.01% 2787

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UVE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Universal Insurance Holdings (UVE) stake by 0.52% in Q1 2026, selling an estimated $1.03K and leaving 6,175 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Carson Wealth (CWM LLC) first reported a position in UVE in Q1 2022 and has held it in 17 quarters since. 216 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,175 shares of Universal Insurance Holdings worth $211K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 32 Universal Insurance Holdings shares in Q1 2026, an estimated $1.03K.
  • Universal Insurance Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2698 holding.
  • Carson Wealth (CWM LLC) first reported a position in Universal Insurance Holdings in Q1 2022 and has held it in 17 quarters since.
  • 216 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.