Commonwealth Equity Services
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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
Q2 		$1.69M Buy
40,760
+175
+0.4% +$6.59K ﹤0.01% 2278
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 		$1.2M 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
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

Commonwealth Equity Services's UVE Position: Q2 2026 in Review

Commonwealth Equity Services increased its Universal Insurance Holdings (UVE) stake by 0.43% in Q2 2026, buying an estimated $6.59K and bringing the position to 40,760 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Commonwealth Equity Services first reported a position in UVE in Q3 2015 and has held it in 29 quarters since. The position peaked at $1.86M in Q4 2019. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Commonwealth Equity Services held 40,760 shares of Universal Insurance Holdings worth $1.69M as of Q2 2026.
  • Commonwealth Equity Services bought 175 Universal Insurance Holdings shares in Q2 2026, an estimated $6.59K.
  • Universal Insurance Holdings made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2278 holding.
  • Commonwealth Equity Services first reported a position in Universal Insurance Holdings in Q3 2015 and has held it in 29 quarters since.
  • Commonwealth Equity Services's Universal Insurance Holdings position peaked at $1.86M in Q4 2019.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.