FFA
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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
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

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