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Centric Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Centric Wealth 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
2026
Q2 		$663K Buy
15,912
+7,956
+100% +$300K 0.1% 121
2026
Q1 		$311K Sell
7,956
-285
-3% -$9.17K 0.06% 163
2025
Q4 		$257K Buy
+8,241
New +$263K 0.05% 172

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

Centric Wealth Management's UVE Position: Q2 2026 in Review

Centric Wealth Management increased its Universal Insurance Holdings (UVE) stake by 100% in Q2 2026, buying an estimated $300K and bringing the position to 15,912 shares worth $663K. The position accounts for 0.1% of the portfolio, ranked #121.

Centric Wealth Management first reported a position in UVE in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Centric Wealth Management held 15,912 shares of Universal Insurance Holdings worth $663K as of Q2 2026.
  • Centric Wealth Management bought 7,956 Universal Insurance Holdings shares in Q2 2026, an estimated $300K.
  • Universal Insurance Holdings made up 0.1% of Centric Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Centric Wealth Management first reported a position in Universal Insurance Holdings in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.