EWA
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EverSource Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

EverSource 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
Q1 		$9.97K Buy
292
+32
+12% +$1.03K ﹤0.01% 2922
2025
Q4 		$8.79K Buy
260
+117
+82% +$3.73K ﹤0.01% 2864
2025
Q3 		$3.76K Sell
143
-238
-62% -$5.87K ﹤0.01% 3279
2025
Q2 		$10.6K Buy
381
+326
+593% +$8.27K ﹤0.01% 2773
2025
Q1 		$1.3K Sell
55
-26
-32% -$536 ﹤0.01% 3123
2024
Q4 		$1.71K Buy
+81
New +$1.7K ﹤0.01% 2774
2022
Q3 		– Sell
-147
Closed -$2K – 2148
2022
Q2 		$2K Hold
147
– – ﹤0.01% 1584
2022
Q1 		$2K Sell
147
-255
-63% -$3.82K ﹤0.01% 1596
2021
Q4 		$7K Buy
+402
New +$6.07K ﹤0.01% 1143

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return