Creative Planning’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $943K | Buy |
27,611
+3,051
| +12% | +$98.2K | ﹤0.01% | 2517 |
|
|
2025
Q4 | $830K | Buy |
24,560
+3,698
| +18% | +$118K | ﹤0.01% | 2433 |
|
|
2025
Q3 | $549K | Buy |
20,862
+9,109
| +78% | +$225K | ﹤0.01% | 2635 |
|
|
2025
Q2 | $326K | Buy |
+11,753
| New | +$298K | ﹤0.01% | 2831 |
|
|
2022
Q2 | – | Sell |
-1,800
| Closed | -$24K | – | 2546 |
|
|
2022
Q1 | $24K | Buy |
+1,800
| New | +$27K | ﹤0.01% | 2123 |
|
|
2017
Q3 | – | Sell |
-2,946
| Closed | -$74K | – | 3635 |
|
|
2017
Q2 | $74K | Hold |
2,946
| – | – | ﹤0.01% | 2206 |
|
|
2017
Q1 | $72K | Sell |
2,946
-8,727
| -75% | -$228K | ﹤0.01% | 2191 |
|
|
2016
Q4 | $332K | Sell |
11,673
-3,039
| -21% | -$72.4K | ﹤0.01% | 1143 |
|
|
2016
Q3 | $371K | Buy |
14,712
+5,163
| +54% | +$116K | ﹤0.01% | 1059 |
|
|
2016
Q2 | $177K | Sell |
9,549
-13,682
| -59% | -$247K | ﹤0.01% | 1310 |
|
|
2016
Q1 | $414K | Buy |
23,231
+4,351
| +23% | +$80.7K | ﹤0.01% | 830 |
|
|
2015
Q4 | $438K | Buy |
18,880
+638
| +3% | +$17.6K | ﹤0.01% | 827 |
|
|
2015
Q3 | $539K | Sell |
18,242
-1,935
| -10% | -$52.3K | ﹤0.01% | 712 |
|
|
2015
Q2 | $488K | Buy |
20,177
+2,996
| +17% | +$76.4K | ﹤0.01% | 668 |
|
|
2015
Q1 | $440K | Sell |
17,181
-220
| -1% | -$5.17K | ﹤0.01% | 794 |
|
|
2014
Q4 | $356K | Sell |
17,401
-4,022
| -19% | -$70.3K | ﹤0.01% | 851 |
|
|
2014
Q3 | $277K | Buy |
21,423
+18,457
| +622% | +$241K | ﹤0.01% | 902 |
|
|
2014
Q2 | $38K | Buy |
2,966
+2,142
| +260% | +$28.2K | ﹤0.01% | 2066 |
|
|
2014
Q1 | $10K | Hold |
824
| – | – | ﹤0.01% | 2762 |
|
|
2013
Q4 | $12K | Buy |
+824
| New | +$7.92K | ﹤0.01% | 2487 |
|
Other funds holding UVE
DSC
VCM
VPM
