Franklin Resources
UVE icon

Franklin Resources’s Universal Insurance Holdings UVE Stock Holding History

Franklin Resources’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 		$4.13M Buy
120,992
+77,870
+181% +$2.51M ﹤0.01% 1615
2025
Q4 		$1.46M Buy
43,122
+3,484
+9% +$111K ﹤0.01% 1934
2025
Q3 		$1.04M Sell
39,638
-332
-0.8% -$8.19K ﹤0.01% 2077
2025
Q2 		$1.11M Buy
39,970
+56
+0.1% +$1.42K ﹤0.01% 1949
2025
Q1 		$946K Buy
39,914
+18,115
+83% +$374K ﹤0.01% 1983
2024
Q4 		$459K Buy
21,799
+1,775
+9% +$37.1K ﹤0.01% 2326
2024
Q3 		$384K Sell
20,024
-471
-2% -$9.51K ﹤0.01% 2395
2024
Q2 		$384K Buy
20,495
+1,601
+8% +$31.1K ﹤0.01% 2342
2024
Q1 		$384K Buy
+18,894
New +$340K ﹤0.01% 2370
2023
Q3 		– Sell
-12,844
Closed -$198K – 2787
2023
Q2 		$198K Buy
+12,844
New +$213K ﹤0.01% 2383

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