Commonwealth Equity Services’s Universal Insurance Holdings UVE Stock Holding History

Commonwealth Equity Services’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 Q1	$1.39M	Buy	40,585 +29	+0.1%	+$934	﹤0.01%	2322
2025 Q4	$1.37M	Sell	40,556 -45	-0.1%	-$1.44K	﹤0.01%	2317
2025 Q3	$1.07M	Buy	40,601 +79	+0.2%	+$1.95K	﹤0.01%	2541
2025 Q2	$1.12M	Sell	40,522 -6,902	-15%	-$175K	﹤0.01%	2465
2025 Q1	$1.12M	Buy	47,424 +22	+0%	+$454	﹤0.01%	2359
2024 Q4	$998K	Sell	47,402 -2,999	-6%	-$62.7K	﹤0.01%	2387
2024 Q3	$1.12M	Sell	50,401 -3,999	-7%	-$80.7K	﹤0.01%	2257
2024 Q2	$1.02M	Sell	54,400 -4,030	-7%	-$78.3K	﹤0.01%	2266
2024 Q1	$1.19M	Hold	58,430	–	–	﹤0.01%	2125
2023 Q4	$934K	Sell	58,430 -1,999	-3%	-$31.1K	﹤0.01%	2232
2023 Q3	$847K	Sell	60,429 -5,081	-8%	-$71.4K	﹤0.01%	2195
2023 Q2	$1.01M	Sell	65,510 -316	-0.5%	-$5.24K	﹤0.01%	2087
2023 Q1	$1.2K	Sell	65,826 -817	-1%	-$12.1K	﹤0.01%	1916
2022 Q4	$705K	Sell	66,643 -1,700	-2%	-$17.3K	﹤0.01%	2194
2022 Q3	$673K	Buy	68,343 +8	+0%	+$96	﹤0.01%	2187
2022 Q2	$890K	Sell	68,335 -900	-1%	-$11.4K	﹤0.01%	1985
2022 Q1	$933K	Sell	69,235 -9,163	-12%	-$137K	﹤0.01%	2054
2021 Q4	$1.33M	Buy	78,398 +1,098	+1%	+$16.6K	﹤0.01%	1786
2021 Q3	$1.01M	Sell	77,300 -3,000	-4%	-$40.9K	﹤0.01%	1918
2021 Q2	$1.11M	Buy	80,300 +14,200	+21%	+$199K	﹤0.01%	1837
2021 Q1	$947K	Hold	66,100	–	–	﹤0.01%	1839
2020 Q4	$998K	Hold	66,100	–	–	﹤0.01%	1652
2020 Q3	$914K	Hold	66,100	–	–	﹤0.01%	1552
2020 Q2	$1.17M	Hold	66,100	–	–	﹤0.01%	1328
2020 Q1	$1.18M	Sell	66,100 -497	-0.7%	-$11.4K	0.01%	1167
2019 Q4	$1.86M	Buy	+66,597	New	+$1.93M	0.01%	1073
2016 Q1	–	Sell	-13,580	Closed	-$315K	–	2268
2015 Q4	$315K	Buy	13,580 +117	+0.9%	+$3.22K	﹤0.01%	1574
2015 Q3	$398K	Buy	+13,463	New	+$364K	﹤0.01%	1379

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services's UVE Position: Q1 2026 in Review

Commonwealth Equity Services increased its Universal Insurance Holdings (UVE) stake by 0.07% in Q1 2026, buying an estimated $934 and bringing the position to 40,585 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Commonwealth Equity Services first reported a position in UVE in Q3 2015 and has held it in 28 quarters since. The position peaked at $1.86M in Q4 2019. 215 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

Commonwealth Equity Services held 40,585 shares of Universal Insurance Holdings worth $1.39M as of Q1 2026.
Commonwealth Equity Services bought 29 Universal Insurance Holdings shares in Q1 2026, an estimated $934.
Universal Insurance Holdings made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2322 holding.
Commonwealth Equity Services first reported a position in Universal Insurance Holdings in Q3 2015 and has held it in 28 quarters since.
Commonwealth Equity Services's Universal Insurance Holdings position peaked at $1.86M in Q4 2019.
215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.