Creative Planning
UVE icon

Creative Planning’s Universal Insurance Holdings UVE Stock Holding History

Creative Planning’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 		$1.21M Buy
29,325
+1,714
+6% +$64.6K ﹤0.01% 2482
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

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

Creative Planning's UVE Position: Q2 2026 in Review

Creative Planning increased its Universal Insurance Holdings (UVE) stake by 6.2% in Q2 2026, buying an estimated $64.6K and bringing the position to 29,325 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Creative Planning first reported a position in UVE in Q4 2013 and has held it in 21 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Creative Planning held 29,325 shares of Universal Insurance Holdings worth $1.21M as of Q2 2026.
  • Creative Planning bought 1,714 Universal Insurance Holdings shares in Q2 2026, an estimated $64.6K.
  • Universal Insurance Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2482 holding.
  • Creative Planning first reported a position in Universal Insurance Holdings in Q4 2013 and has held it in 21 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.