CA
UVE icon

Clearstead Advisors’s Universal Insurance Holdings UVE Stock Holding History

Clearstead Advisors’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 		$4.96K Buy
120
+20
+20% +$754 ﹤0.01% 2195
2026
Q1 		$3.42K Hold
100
– – ﹤0.01% 1792
2025
Q4 		$3.38K Sell
100
-226
-69% -$7.21K ﹤0.01% 2085
2025
Q3 		$8.57K Buy
326
+31
+11% +$765 ﹤0.01% 1969
2025
Q2 		$8.18K Buy
295
+195
+195% +$4.95K ﹤0.01% 1955
2025
Q1 		$2.37K Buy
+100
New +$2.06K ﹤0.01% 1875

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

Clearstead Advisors's UVE Position: Q2 2026 in Review

Clearstead Advisors increased its Universal Insurance Holdings (UVE) stake by 20% in Q2 2026, buying an estimated $754 and bringing the position to 120 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Clearstead Advisors first reported a position in UVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.57K in Q3 2025. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Clearstead Advisors held 120 shares of Universal Insurance Holdings worth $4.96K as of Q2 2026.
  • Clearstead Advisors bought 20 Universal Insurance Holdings shares in Q2 2026, an estimated $754.
  • Universal Insurance Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2195 holding.
  • Clearstead Advisors first reported a position in Universal Insurance Holdings in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Universal Insurance Holdings position peaked at $8.57K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.