Envestnet Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$392K	Buy	11,475 +1,778	+18%	+$57.2K	﹤0.01%	4105
2025 Q4	$328K	Sell	9,697 -1,268	-12%	-$40.4K	﹤0.01%	3972
2025 Q3	$288K	Buy	10,965 +1,995	+22%	+$49.2K	﹤0.01%	4110
2025 Q2	$249K	Buy	+8,970	New	+$228K	﹤0.01%	4125
2019 Q2	–	Sell	-27,676	Closed	-$858K	–	3083
2019 Q1	$858K	Sell	27,676 -389	-1%	-$14K	﹤0.01%	1995
2018 Q4	$1.06M	Buy	+28,065	New	+$1.22M	﹤0.01%	1712
2018 Q3	–	Sell	-5,807	Closed	-$204K	–	2570
2018 Q2	$204K	Sell	5,807 -438	-7%	-$14.9K	﹤0.01%	1655
2018 Q1	$199K	Buy	6,245 +6,186	+10,485%	+$186K	﹤0.01%	1589
2017 Q4	$2K	Hold	59	–	–	﹤0.01%	2865
2017 Q3	$1K	Hold	59	–	–	﹤0.01%	2868
2017 Q2	$1K	Sell	59 -5,100	-99%	-$125K	﹤0.01%	3010
2017 Q1	$126K	Buy	5,159 +372	+8%	+$9.74K	﹤0.01%	2099
2016 Q4	$136K	Buy	4,787 +550	+13%	+$13.1K	﹤0.01%	2056
2016 Q3	$107K	Buy	4,237 +249	+6%	+$5.59K	﹤0.01%	2278
2016 Q2	$74K	Buy	+3,988	New	+$72.1K	﹤0.01%	2566
2016 Q1	–	Sell	-1,600	Closed	-$37K	–	3164
2015 Q4	$37K	Sell	1,600 -1,616	-50%	-$44.5K	﹤0.01%	2754
2015 Q3	$95K	Buy	+3,216	New	+$86.9K	﹤0.01%	2371