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Essential Partners’s Universal Insurance Holdings UVE Stock Holding History

Essential Partners’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 		$6.87K Sell
166
-4
-2% -$151 ﹤0.01% 1388
2026
Q1 		$5.81K Hold
170
– – ﹤0.01% 1511
2025
Q4 		$5.75K Hold
170
– – ﹤0.01% 1375
2025
Q3 		$4.47K Sell
170
-16
-9% -$395 ﹤0.01% 1464
2025
Q2 		$5.16K Buy
+186
New +$4.72K ﹤0.01% 1044

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

Essential Partners's UVE Position: Q2 2026 in Review

Essential Partners reduced its Universal Insurance Holdings (UVE) stake by 2.4% in Q2 2026, selling an estimated $151 and leaving 166 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Essential Partners first reported a position in UVE in Q2 2025 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Essential Partners held 166 shares of Universal Insurance Holdings worth $6.87K as of Q2 2026.
  • Essential Partners sold 4 Universal Insurance Holdings shares in Q2 2026, an estimated $151.
  • Universal Insurance Holdings made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1388 holding.
  • Essential Partners first reported a position in Universal Insurance Holdings in Q2 2025 and has held it in 5 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.