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CoreCap Advisors’s Universal Insurance Holdings UVE Stock Holding History

CoreCap 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 		$620 Buy
+15
New +$565 ﹤0.01% 2808
2025
Q2 		– Sell
-31
Closed -$735 – 3251
2025
Q1 		$735 Buy
+31
New +$639 ﹤0.01% 2595

Other funds holding UVE

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CoreCap Advisors's UVE Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Universal Insurance Holdings (UVE) in Q2 2026: 15 shares worth $620. The stake represents ﹤0.01% of the portfolio and ranks #2808 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in UVE as recently as Q1 2025.

CoreCap Advisors first reported a position in UVE in Q1 2025 and has held it in 2 quarters since. The position peaked at $735 in Q1 2025. 20 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • CoreCap Advisors held 15 shares of Universal Insurance Holdings worth $620 as of Q2 2026.
  • Universal Insurance Holdings was a new CoreCap Advisors position in Q2 2026.
  • Universal Insurance Holdings made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2808 holding.
  • CoreCap Advisors first reported a position in Universal Insurance Holdings in Q1 2025 and has held it in 2 quarters since.
  • CoreCap Advisors's Universal Insurance Holdings position peaked at $735 in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.