Farther Finance Advisors
UVE icon

Farther Finance Advisors’s Universal Insurance Holdings UVE Stock Holding History

Farther Finance 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
Q3 		$4.5K Buy
107
+84
+365% +$3.59K ﹤0.01% 5068
2026
Q2 		$951 Sell
23
-476
-95% -$17.9K ﹤0.01% 5389
2026
Q1 		$16.2K Buy
499
+478
+2,276% +$15.4K ﹤0.01% 3798
2025
Q4 		$710 Buy
21
+14
+200% +$447 ﹤0.01% 4986
2025
Q3 		$184 Buy
7
+5
+250% +$123 ﹤0.01% 4737
2025
Q2 		$55 Hold
2
– – ﹤0.01% 4361
2025
Q1 		$48 Hold
2
– – ﹤0.01% 4128
2024
Q4 		$42 Hold
2
– – ﹤0.01% 3882
2024
Q3 		$44 Sell
2
-25
-93% -$505 ﹤0.01% 3871
2024
Q2 		$497 Buy
+27
New +$525 ﹤0.01% 3282

Other funds holding UVE

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors's UVE Position: Q3 2026 in Review

Farther Finance Advisors increased its Universal Insurance Holdings (UVE) stake by 365% in Q3 2026, buying an estimated $3.59K and bringing the position to 107 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5068.

Farther Finance Advisors first reported a position in UVE in Q2 2024 and has held it in 10 quarters since. The position peaked at $16.2K in Q1 2026. 7 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

  • Farther Finance Advisors held 107 shares of Universal Insurance Holdings worth $4.5K as of Q3 2026.
  • Farther Finance Advisors bought 84 Universal Insurance Holdings shares in Q3 2026, an estimated $3.59K.
  • Universal Insurance Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5068 holding.
  • Farther Finance Advisors first reported a position in Universal Insurance Holdings in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Universal Insurance Holdings position peaked at $16.2K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.