EWM
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Empirical Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Empirical Wealth Management’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 		$1.42M Buy
34,294
+2,623
+8% +$98.8K 0.02% 331
2026
Q1 		$1.08M Buy
31,671
+7,891
+33% +$254K 0.02% 335
2025
Q4 		$804K Buy
23,780
+13,083
+122% +$417K 0.01% 374
2025
Q3 		$281K Buy
10,697
+3,278
+44% +$80.9K 0.01% 633
2025
Q2 		$206K Buy
+7,419
New +$188K ﹤0.01% 648

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Empirical Wealth Management's UVE Position: Q2 2026 in Review

Empirical Wealth Management increased its Universal Insurance Holdings (UVE) stake by 8.3% in Q2 2026, buying an estimated $98.8K and bringing the position to 34,294 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #331.

Empirical Wealth Management first reported a position in UVE in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Empirical Wealth Management held 34,294 shares of Universal Insurance Holdings worth $1.42M as of Q2 2026.
  • Empirical Wealth Management bought 2,623 Universal Insurance Holdings shares in Q2 2026, an estimated $98.8K.
  • Universal Insurance Holdings made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Empirical Wealth Management first reported a position in Universal Insurance Holdings in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.