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GeoWealth Management’s Universal Insurance Holdings UVE Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-61
Closed -$1.28K – 1760
2024
Q4 		$1.28K Buy
61
+16
+36% +$335 ﹤0.01% 1679
2024
Q3 		$998 Buy
+45
New +$908 ﹤0.01% 1593

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's UVE Position: Q1 2025 in Review

GeoWealth Management sold out of Universal Insurance Holdings (UVE) in Q1 2025, closing a stake of 61 shares — an estimated $1.28K sold.

GeoWealth Management first reported a position in UVE in Q3 2024 and held it in 2 quarters. The position peaked at $1.28K in Q4 2024. 176 funds tracked by Wall St. Rank hold UVE as of Q1 2025.

  • GeoWealth Management reported no remaining Universal Insurance Holdings position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 61 Universal Insurance Holdings shares in Q1 2025, an estimated $1.28K.
  • GeoWealth Management first reported a position in Universal Insurance Holdings in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Universal Insurance Holdings position peaked at $1.28K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.