Envestnet Asset Management
UVE icon

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

Envestnet Asset 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 		$469K Sell
11,346
-129
-1% -$4.86K ﹤0.01% 4128
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

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

Envestnet Asset Management's UVE Position: Q2 2026 in Review

Envestnet Asset Management reduced its Universal Insurance Holdings (UVE) stake by 1.1% in Q2 2026, selling an estimated $4.86K and leaving 11,346 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #4128.

Envestnet Asset Management first reported a position in UVE in Q3 2015 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2018. 221 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Envestnet Asset Management held 11,346 shares of Universal Insurance Holdings worth $469K as of Q2 2026.
  • Envestnet Asset Management sold 129 Universal Insurance Holdings shares in Q2 2026, an estimated $4.86K.
  • Universal Insurance Holdings made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4128 holding.
  • Envestnet Asset Management first reported a position in Universal Insurance Holdings in Q3 2015 and has held it in 18 quarters since.
  • Envestnet Asset Management's Universal Insurance Holdings position peaked at $1.06M in Q4 2018.
  • 221 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.