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CreativeOne Wealth’s Universal Insurance Holdings UVE Stock Holding History

CreativeOne Wealth’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 		$304K Buy
7,344
+609
+9% +$22.9K 0.01% 981
2026
Q1 		$230K Buy
+6,735
New +$217K 0.01% 1075

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

CreativeOne Wealth's UVE Position: Q2 2026 in Review

CreativeOne Wealth increased its Universal Insurance Holdings (UVE) stake by 9% in Q2 2026, buying an estimated $22.9K and bringing the position to 7,344 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #981.

CreativeOne Wealth first reported a position in UVE in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • CreativeOne Wealth held 7,344 shares of Universal Insurance Holdings worth $304K as of Q2 2026.
  • CreativeOne Wealth bought 609 Universal Insurance Holdings shares in Q2 2026, an estimated $22.9K.
  • Universal Insurance Holdings made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #981 holding.
  • CreativeOne Wealth first reported a position in Universal Insurance Holdings in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.