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 Q3	$6.99K	Hold	166	–	–	﹤0.01%	1361
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's UVE Position: Q3 2026 in Review

Essential Partners held its Universal Insurance Holdings (UVE) position steady in Q3 2026 at 166 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Essential Partners first reported a position in UVE in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

Essential Partners held 166 shares of Universal Insurance Holdings worth $6.99K as of Q3 2026.
Essential Partners left its Universal Insurance Holdings share count unchanged in Q3 2026.
Universal Insurance Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1361 holding.
Essential Partners first reported a position in Universal Insurance Holdings in Q2 2025 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.