CoreCap Advisors
UVE icon

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
Q3 		– Sell
-15
Closed -$620 – 3357
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

Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors's UVE Position: Q3 2026 in Review

CoreCap Advisors sold out of Universal Insurance Holdings (UVE) in Q3 2026, closing a stake of 15 shares — an estimated $620 sold.

CoreCap Advisors first reported a position in UVE in Q1 2025 and held it in 2 quarters. The position peaked at $735 in Q1 2025. 27 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

  • CoreCap Advisors reported no remaining Universal Insurance Holdings position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 15 Universal Insurance Holdings shares in Q3 2026, an estimated $620.
  • CoreCap Advisors first reported a position in Universal Insurance Holdings in Q1 2025 and held it in 2 quarters.
  • CoreCap Advisors's Universal Insurance Holdings position peaked at $735 in Q1 2025.
  • 27 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.