FFO
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Fortitude Family Office’s Universal Insurance Holdings UVE Stock Holding History

Fortitude Family Office’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 		$2.02K Hold
48
– – ﹤0.01% 2023
2026
Q2 		$1.99K Buy
48
+28
+140% +$1.05K ﹤0.01% 1485
2026
Q1 		$683 Hold
20
– – ﹤0.01% 1616
2025
Q4 		$676 Hold
20
– – ﹤0.01% 1603
2025
Q3 		$526 Buy
+20
New +$494 ﹤0.01% 1788

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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's UVE Position: Q3 2026 in Review

Fortitude Family Office held its Universal Insurance Holdings (UVE) position steady in Q3 2026 at 48 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Fortitude Family Office first reported a position in UVE in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

  • Fortitude Family Office held 48 shares of Universal Insurance Holdings worth $2.02K as of Q3 2026.
  • Fortitude Family Office left its Universal Insurance Holdings share count unchanged in Q3 2026.
  • Universal Insurance Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2023 holding.
  • Fortitude Family Office first reported a position in Universal Insurance Holdings in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.