Counterpoint Mutual Funds’s Universal Insurance Holdings UVE Stock Holding History

Counterpoint Mutual Funds’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	–	Sell	-7,265	Closed	-$246K	–	495
2025 Q4	$246K	Buy	+7,265	New	+$232K	0.02%	333
2025 Q1	–	Sell	-18,990	Closed	-$400K	–	419
2024 Q4	$400K	Buy	18,990 +7,180	+61%	+$150K	0.05%	153
2024 Q3	$262K	Buy	11,810 +612	+5%	+$12.4K	0.05%	182
2024 Q2	$210K	Sell	11,198 -3,031	-21%	-$58.9K	0.05%	180
2024 Q1	$289K	Buy	+14,229	New	+$256K	0.07%	78
2023 Q2	–	Sell	-5,679	Closed	-$103K	–	474
2023 Q1	$103K	Buy	+5,679	New	+$84K	0.09%	244
2022 Q4	–	Sell	-9,880	Closed	-$97K	–	425
2022 Q3	$97K	Buy	+9,880	New	+$118K	0.24%	212

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Counterpoint Mutual Funds's UVE Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Universal Insurance Holdings (UVE) in Q1 2026, closing a stake of 7,265 shares — an estimated $246K sold.

Counterpoint Mutual Funds first reported a position in UVE in Q3 2022 and held it in 7 quarters. The position peaked at $400K in Q4 2024. 216 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

Counterpoint Mutual Funds reported no remaining Universal Insurance Holdings position as of Q1 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 7,265 Universal Insurance Holdings shares in Q1 2026, an estimated $246K.
Counterpoint Mutual Funds first reported a position in Universal Insurance Holdings in Q3 2022 and held it in 7 quarters.
Counterpoint Mutual Funds's Universal Insurance Holdings position peaked at $400K in Q4 2024.
216 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.