Exchange Traded Concepts’s Universal Insurance Holdings UVE Stock Holding History

Exchange Traded Concepts’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	$296K	Buy	7,166 +144	+2%	+$5.43K	﹤0.01%	1233
2026 Q1	$240K	Buy	+7,022	New	+$226K	﹤0.01%	1151
2023 Q3	–	Sell	-112,690	Closed	-$1.74M	–	1513
2023 Q2	$1.74M	Sell	112,690 -1,650	-1%	-$27.3K	0.04%	290
2023 Q1	$2.08M	Sell	114,340 -40,329	-26%	-$596K	0.06%	195
2022 Q4	$1.64M	Buy	154,669 +45,518	+42%	+$463K	0.05%	216
2022 Q3	$1.07M	Buy	+109,151	New	+$1.31M	0.04%	259

Other funds holding UVE

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exchange Traded Concepts's UVE Position: Q2 2026 in Review

Exchange Traded Concepts increased its Universal Insurance Holdings (UVE) stake by 2.1% in Q2 2026, buying an estimated $5.43K and bringing the position to 7,166 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Exchange Traded Concepts first reported a position in UVE in Q3 2022 and has held it in 6 quarters since. The position peaked at $2.08M in Q1 2023. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Exchange Traded Concepts held 7,166 shares of Universal Insurance Holdings worth $296K as of Q2 2026.
Exchange Traded Concepts bought 144 Universal Insurance Holdings shares in Q2 2026, an estimated $5.43K.
Universal Insurance Holdings made up ﹤0.01% of Exchange Traded Concepts's portfolio in Q2 2026, its #1233 holding.
Exchange Traded Concepts first reported a position in Universal Insurance Holdings in Q3 2022 and has held it in 6 quarters since.
Exchange Traded Concepts's Universal Insurance Holdings position peaked at $2.08M in Q1 2023.
222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.