Cetera Investment Advisers
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Cetera Investment Advisers’s Universal Insurance Holdings UVE Stock Holding History

Cetera Investment Advisers’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 		$430K Sell
10,394
-6,052
-37% -$228K ﹤0.01% 3840
2026
Q1 		$562K Buy
16,446
+6,115
+59% +$197K ﹤0.01% 3400
2025
Q4 		$349K Sell
10,331
-177
-2% -$5.65K ﹤0.01% 3759
2025
Q3 		$276K Buy
+10,508
New +$259K ﹤0.01% 3900

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

Cetera Investment Advisers's UVE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Universal Insurance Holdings (UVE) stake by 37% in Q2 2026, selling an estimated $228K and leaving 10,394 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

Cetera Investment Advisers first reported a position in UVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $562K in Q1 2026. 221 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Cetera Investment Advisers held 10,394 shares of Universal Insurance Holdings worth $430K as of Q2 2026.
  • Cetera Investment Advisers sold 6,052 Universal Insurance Holdings shares in Q2 2026, an estimated $228K.
  • Universal Insurance Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3840 holding.
  • Cetera Investment Advisers first reported a position in Universal Insurance Holdings in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Universal Insurance Holdings position peaked at $562K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.