CIBC Private Wealth Group’s Universal Insurance Holdings UVE Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$11.8K	Hold	350	–	–	﹤0.01%	2363
2025 Q3	$9.21K	Buy	350 +91	+35%	+$2.25K	﹤0.01%	2409
2025 Q2	$7.18K	Buy	+259	New	+$6.57K	﹤0.01%	2363
2025 Q1	–	Sell	-113	Closed	-$2.22K	–	3273
2024 Q4	$2.22K	Sell	113 -1,210	-91%	-$25.3K	﹤0.01%	2676
2024 Q3	$29.3K	Buy	1,323 +1,210	+1,071%	+$24.4K	﹤0.01%	1988
2024 Q2	$2.11K	Hold	113	–	–	﹤0.01%	2745
2024 Q1	$2.25K	Buy	+113	New	+$2.04K	﹤0.01%	2728
2018 Q3	–	Sell	-700	Closed	-$25K	–	1692
2018 Q2	$25K	Hold	700	–	–	﹤0.01%	1349
2018 Q1	$22K	Hold	700	–	–	﹤0.01%	1367
2017 Q4	$19K	Buy	+700	New	+$17.6K	﹤0.01%	1418

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group's UVE Position: Q4 2025 in Review

CIBC Private Wealth Group held its Universal Insurance Holdings (UVE) position steady in Q4 2025 at 350 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

CIBC Private Wealth Group first reported a position in UVE in Q4 2017 and has held it in 10 quarters since. The position peaked at $29.3K in Q3 2024. 215 funds tracked by Wall St. Rank hold UVE as of Q4 2025.

CIBC Private Wealth Group held 350 shares of Universal Insurance Holdings worth $11.8K as of Q4 2025.
CIBC Private Wealth Group left its Universal Insurance Holdings share count unchanged in Q4 2025.
Universal Insurance Holdings made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2363 holding.
CIBC Private Wealth Group first reported a position in Universal Insurance Holdings in Q4 2017 and has held it in 10 quarters since.
CIBC Private Wealth Group's Universal Insurance Holdings position peaked at $29.3K in Q3 2024.
215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.