EF
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Empowered Funds’s Universal Insurance Holdings UVE Stock Holding History

Empowered Funds’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 		$6.2M Buy
149,987
+6,891
+5% +$260K 0.03% 612
2026
Q1 		$4.89M Buy
143,096
+9,841
+7% +$317K 0.03% 650
2025
Q4 		$4.5M Buy
133,255
+8,176
+7% +$261K 0.08% 276
2025
Q3 		$3.29M Buy
125,079
+21,405
+21% +$528K 0.03% 663
2025
Q2 		$2.87M Buy
103,674
+7,445
+8% +$189K 0.03% 654
2025
Q1 		$2.28M Sell
96,229
-4
-0% -$82 0.03% 689
2024
Q4 		$2.03M Sell
96,233
-9,824
-9% -$206K 0.03% 732
2024
Q3 		$2.35M Sell
106,057
-70,599
-40% -$1.42M 0.04% 612
2024
Q2 		$3.31M Buy
176,656
+12,600
+8% +$245K 0.06% 443
2024
Q1 		$3.33M Buy
164,056
+12,392
+8% +$223K 0.06% 429
2023
Q4 		$2.42M Buy
151,664
+13,632
+10% +$212K 0.06% 457
2023
Q3 		$1.94M Buy
138,032
+11,218
+9% +$158K 0.06% 463
2023
Q2 		$1.96M Buy
+126,814
New +$2.1M 0.07% 401

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

Empowered Funds's UVE Position: Q2 2026 in Review

Empowered Funds increased its Universal Insurance Holdings (UVE) stake by 4.8% in Q2 2026, buying an estimated $260K and bringing the position to 149,987 shares worth $6.2M. The position accounts for 0.03% of the portfolio, ranked #612.

Empowered Funds first reported a position in UVE in Q2 2023 and has held it in 13 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Empowered Funds held 149,987 shares of Universal Insurance Holdings worth $6.2M as of Q2 2026.
  • Empowered Funds bought 6,891 Universal Insurance Holdings shares in Q2 2026, an estimated $260K.
  • Universal Insurance Holdings made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #612 holding.
  • Empowered Funds first reported a position in Universal Insurance Holdings in Q2 2023 and has held it in 13 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.