CMF
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return