CWA Asset Management Group’s Universal Insurance Holdings UVE Stock Holding History

CWA Asset Management Group’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	$301K	Sell	7,274 -1,518	-17%	-$57.2K	0.01%	592
2026 Q1	$300K	Sell	8,792 -5,459	-38%	-$176K	0.01%	562
2025 Q4	$482K	Sell	14,251 -50,225	-78%	-$1.6M	0.02%	465
2025 Q3	$1.7M	Buy	64,476 +5,316	+9%	+$131K	0.06%	266
2025 Q2	$1.64M	Sell	59,160 -192,410	-76%	-$4.88M	0.07%	240
2025 Q1	$5.96M	Sell	251,570 -319,045	-56%	-$6.58M	0.29%	76
2024 Q4	$12M	Buy	570,615 +285,338	+100%	+$5.97M	0.61%	36
2024 Q3	$6.32M	Buy	+285,277	New	+$5.76M	0.34%	64
2024 Q1	$6.48M	Sell	318,737 -162,386	-34%	-$2.92M	0.39%	61
2023 Q4	$7.69M	Sell	481,123 -84,880	-15%	-$1.32M	0.53%	50
2023 Q3	$7.94M	Buy	+566,003	New	+$7.95M	0.59%	49

Other funds holding UVE

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CWA Asset Management Group's UVE Position: Q2 2026 in Review

CWA Asset Management Group reduced its Universal Insurance Holdings (UVE) stake by 17% in Q2 2026, selling an estimated $57.2K and leaving 7,274 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #592.

CWA Asset Management Group first reported a position in UVE in Q3 2023 and has held it in 11 quarters since. The position peaked at $12M in Q4 2024. 35 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

CWA Asset Management Group held 7,274 shares of Universal Insurance Holdings worth $301K as of Q2 2026.
CWA Asset Management Group sold 1,518 Universal Insurance Holdings shares in Q2 2026, an estimated $57.2K.
Universal Insurance Holdings made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #592 holding.
CWA Asset Management Group first reported a position in Universal Insurance Holdings in Q3 2023 and has held it in 11 quarters since.
CWA Asset Management Group's Universal Insurance Holdings position peaked at $12M in Q4 2024.
35 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.