EWA
UVE icon

EP Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

EP Wealth Advisors’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 		$558K Sell
13,482
-1,249
-8% -$47.1K ﹤0.01% 978
2026
Q1 		$503K Buy
14,731
+84
+0.6% +$2.7K ﹤0.01% 896
2025
Q4 		$495K Buy
+14,647
New +$467K ﹤0.01% 884
2025
Q2 		$409K Sell
14,735
-267
-2% -$6.77K ﹤0.01% 865
2025
Q1 		$356K Buy
15,002
+2,813
+23% +$58K ﹤0.01% 835
2024
Q4 		$257K Buy
12,189
+1,306
+12% +$27.3K ﹤0.01% 938
2024
Q3 		$241K Buy
+10,883
New +$220K ﹤0.01% 955

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

EP Wealth Advisors's UVE Position: Q2 2026 in Review

EP Wealth Advisors reduced its Universal Insurance Holdings (UVE) stake by 8.5% in Q2 2026, selling an estimated $47.1K and leaving 13,482 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

EP Wealth Advisors first reported a position in UVE in Q3 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • EP Wealth Advisors held 13,482 shares of Universal Insurance Holdings worth $558K as of Q2 2026.
  • EP Wealth Advisors sold 1,249 Universal Insurance Holdings shares in Q2 2026, an estimated $47.1K.
  • Universal Insurance Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #978 holding.
  • EP Wealth Advisors first reported a position in Universal Insurance Holdings in Q3 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.