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Covestor’s Universal Insurance Holdings UVE Stock Holding History

Covestor’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 		$15K Buy
354
+49
+16% +$1.85K 0.01% 1317
2026
Q1 		$10K Buy
305
+37
+14% +$1.19K 0.01% 1431
2025
Q4 		$9K Sell
268
-115
-30% -$3.67K ﹤0.01% 1660
2025
Q3 		$11K Sell
383
-16
-4% -$395 0.01% 1573
2025
Q2 		$11K Sell
399
-170
-30% -$4.31K 0.01% 1566
2025
Q1 		$13K Sell
569
-1,600
-74% -$33K 0.01% 1369
2024
Q4 		$45K Buy
2,169
+288
+15% +$6.03K 0.03% 901
2024
Q3 		$42K Buy
1,881
+1,328
+240% +$26.8K 0.03% 935
2024
Q2 		$11K Buy
+553
New +$10.8K 0.01% 1499
2024
Q1 		– Sell
-308
Closed -$5K – 2780
2023
Q4 		$5K Buy
+308
New +$4.8K ﹤0.01% 1771
2023
Q2 		– Sell
-4
Closed – – 2688
2023
Q1 		$0 Sell
4
-384
-99% -$5.68K ﹤0.01% 2619
2022
Q4 		$4K Buy
388
+254
+190% +$2.58K ﹤0.01% 1653
2022
Q3 		$1K Buy
+134
New +$1.6K ﹤0.01% 1863

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

Covestor's UVE Position: Q2 2026 in Review

Covestor increased its Universal Insurance Holdings (UVE) stake by 16% in Q2 2026, buying an estimated $1.85K and bringing the position to 354 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1317.

Covestor first reported a position in UVE in Q3 2022 and has held it in 13 quarters since. The position peaked at $45K in Q4 2024. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Covestor held 354 shares of Universal Insurance Holdings worth $15K as of Q2 2026.
  • Covestor bought 49 Universal Insurance Holdings shares in Q2 2026, an estimated $1.85K.
  • Universal Insurance Holdings made up 0.01% of Covestor's portfolio in Q2 2026, its #1317 holding.
  • Covestor first reported a position in Universal Insurance Holdings in Q3 2022 and has held it in 13 quarters since.
  • Covestor's Universal Insurance Holdings position peaked at $45K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.