CIBC Private Wealth Group
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return