Essex Investment Management’s Universal Insurance Holdings UVE Stock Holding History

Essex Investment 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 Q1	–	Sell	-177,374	Closed	-$6M	–	330
2025 Q4	$6M	Sell	177,374 -3,870	-2%	-$123K	0.91%	32
2025 Q3	$4.77M	Buy	181,244 +5,836	+3%	+$144K	0.73%	40
2025 Q2	$4.86M	Sell	175,408 -1,266	-0.7%	-$32.1K	0.88%	29
2025 Q1	$4.19M	Sell	176,674 -1,364	-0.8%	-$28.1K	0.87%	28
2024 Q4	$3.75M	Sell	178,038 -23,601	-12%	-$494K	0.67%	48
2024 Q3	$4.47M	Buy	201,639 +79,138	+65%	+$1.6M	0.78%	42
2024 Q2	$2.3M	Buy	+122,501	New	+$2.38M	0.43%	94

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's UVE Position: Q1 2026 in Review

Essex Investment Management sold out of Universal Insurance Holdings (UVE) in Q1 2026, closing a stake of 177,374 shares — an estimated $6M sold.

Essex Investment Management first reported a position in UVE in Q2 2024 and held it in 7 quarters. The position peaked at $6M in Q4 2025. 215 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

Essex Investment Management reported no remaining Universal Insurance Holdings position as of Q1 2026 after selling out during the quarter.
Essex Investment Management sold 177,374 Universal Insurance Holdings shares in Q1 2026, an estimated $6M.
Essex Investment Management first reported a position in Universal Insurance Holdings in Q2 2024 and held it in 7 quarters.
Essex Investment Management's Universal Insurance Holdings position peaked at $6M in Q4 2025.
215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.