Charles Schwab’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.88M | Buy |
259,920
+26,343
| +11% | +$848K | ﹤0.01% | 2159 |
|
|
2025
Q4 | $7.89M | Buy |
233,577
+17,988
| +8% | +$574K | ﹤0.01% | 2246 |
|
|
2025
Q3 | $5.67M | Buy |
215,589
+3,189
| +2% | +$78.7K | ﹤0.01% | 2382 |
|
|
2025
Q2 | $5.89M | Buy |
212,400
+6,676
| +3% | +$169K | ﹤0.01% | 2265 |
|
|
2025
Q1 | $4.88M | Sell |
205,724
-78,139
| -28% | -$1.61M | ﹤0.01% | 2282 |
|
|
2024
Q4 | $5.98M | Sell |
283,863
-63,532
| -18% | -$1.33M | ﹤0.01% | 2254 |
|
|
2024
Q3 | $7.7M | Buy |
347,395
+63,582
| +22% | +$1.28M | ﹤0.01% | 2166 |
|
|
2024
Q2 | $5.32M | Sell |
283,813
-60,471
| -18% | -$1.18M | ﹤0.01% | 2338 |
|
|
2024
Q1 | $7M | Sell |
344,284
-33,568
| -9% | -$604K | ﹤0.01% | 2166 |
|
|
2023
Q4 | $6.04M | Sell |
377,852
-52,025
| -12% | -$810K | ﹤0.01% | 2224 |
|
|
2023
Q3 | $6.03M | Sell |
429,877
-19,376
| -4% | -$272K | ﹤0.01% | 2169 |
|
|
2023
Q2 | $6.93M | Sell |
449,253
-41,871
| -9% | -$694K | ﹤0.01% | 2080 |
|
|
2023
Q1 | $8.95M | Sell |
491,124
-432
| -0.1% | -$6.39K | ﹤0.01% | 1923 |
|
|
2022
Q4 | $5.21M | Buy |
491,556
+29,221
| +6% | +$297K | ﹤0.01% | 2200 |
|
|
2022
Q3 | $4.55M | Buy |
462,335
+13,780
| +3% | +$165K | ﹤0.01% | 2260 |
|
|
2022
Q2 | $5.84M | Buy |
448,555
+43,365
| +11% | +$547K | ﹤0.01% | 2123 |
|
|
2022
Q1 | $5.47M | Buy |
405,190
+28,399
| +8% | +$426K | ﹤0.01% | 2236 |
|
|
2021
Q4 | $6.41M | Buy |
376,791
+24,000
| +7% | +$363K | ﹤0.01% | 2228 |
|
|
2021
Q3 | $4.6M | Sell |
352,791
-71,918
| -17% | -$981K | ﹤0.01% | 2415 |
|
|
2021
Q2 | $5.89M | Buy |
424,709
+65,320
| +18% | +$917K | ﹤0.01% | 2268 |
|
|
2021
Q1 | $5.15M | Buy |
359,389
+12,765
| +4% | +$191K | ﹤0.01% | 2291 |
|
|
2020
Q4 | $5.24M | Buy |
346,624
+23,943
| +7% | +$337K | ﹤0.01% | 2192 |
|
|
2020
Q3 | $4.47M | Sell |
322,681
-3,256
| -1% | -$57.5K | ﹤0.01% | 2115 |
|
|
2020
Q2 | $5.79M | Sell |
325,937
-14,193
| -4% | -$251K | ﹤0.01% | 1957 |
|
|
2020
Q1 | $6.1M | Buy |
340,130
+35,184
| +12% | +$807K | ﹤0.01% | 1735 |
|
|
2019
Q4 | $8.54M | Buy |
304,946
+15,661
| +5% | +$453K | ﹤0.01% | 1736 |
|
|
2019
Q3 | $8.68M | Buy |
289,285
+20,998
| +8% | +$574K | 0.01% | 1686 |
|
|
2019
Q2 | $7.49M | Buy |
268,287
+6,862
| +3% | +$201K | ﹤0.01% | 1770 |
|
|
2019
Q1 | $8.11M | Buy |
261,425
+15,965
| +7% | +$573K | 0.01% | 1716 |
|
|
2018
Q4 | $9.31M | Sell |
245,460
-84,003
| -25% | -$3.66M | 0.01% | 1507 |
|
|
2018
Q3 | $16M | Sell |
329,463
-39,027
| -11% | -$1.68M | 0.01% | 1310 |
|
|
2018
Q2 | $12.9M | Buy |
368,490
+23,650
| +7% | +$805K | 0.01% | 1417 |
|
|
2018
Q1 | $11M | Buy |
344,840
+26,814
| +8% | +$806K | 0.01% | 1425 |
|
|
2017
Q4 | $8.7M | Buy |
318,026
+100,257
| +46% | +$2.52M | 0.01% | 1577 |
|
|
2017
Q3 | $5.01M | Buy |
217,769
+7,390
| +4% | +$168K | ﹤0.01% | 1881 |
|
|
2017
Q2 | $5.3M | Buy |
210,379
+19,569
| +10% | +$481K | 0.01% | 1786 |
|
|
2017
Q1 | $4.67M | Buy |
190,810
+11,805
| +7% | +$309K | ﹤0.01% | 1797 |
|
|
2016
Q4 | $5.08M | Buy |
179,005
+13,769
| +8% | +$328K | 0.01% | 1729 |
|
|
2016
Q3 | $4.16M | Buy |
165,236
+11,731
| +8% | +$263K | ﹤0.01% | 1761 |
|
|
2016
Q2 | $2.85M | Buy |
153,505
+6,784
| +5% | +$123K | ﹤0.01% | 1903 |
|
|
2016
Q1 | $2.61M | Buy |
146,721
+33,706
| +30% | +$625K | ﹤0.01% | 1908 |
|
|
2015
Q4 | $2.62M | Buy |
113,015
+21,119
| +23% | +$581K | ﹤0.01% | 1939 |
|
|
2015
Q3 | $2.71M | Buy |
91,896
+39,274
| +75% | +$1.06M | ﹤0.01% | 1889 |
|
|
2015
Q2 | $1.27M | Hold |
52,622
| – | – | ﹤0.01% | 2312 |
|
|
2015
Q1 | $1.35M | Buy |
52,622
+8,700
| +20% | +$205K | ﹤0.01% | 2256 |
|
|
2014
Q4 | $899K | Sell |
43,922
-6,700
| -13% | -$117K | ﹤0.01% | 2406 |
|
|
2014
Q3 | $655K | Buy |
50,622
+8,822
| +21% | +$115K | ﹤0.01% | 2492 |
|
|
2014
Q2 | $543K | Hold |
41,800
| – | – | ﹤0.01% | 2589 |
|
|
2014
Q1 | $531K | Hold |
41,800
| – | – | ﹤0.01% | 2566 |
|
|
2013
Q4 | $606K | Hold |
41,800
| – | – | ﹤0.01% | 2506 |
|
|
2013
Q3 | $300K | Hold |
41,800
| – | – | ﹤0.01% | 2745 |
|
|
2013
Q2 | $303K | Buy |
+41,800
| New | +$271K | ﹤0.01% | 2725 |
|
Other funds holding UVE
DSC
VCM
VPM
