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Global Retirement Partners’s Universal Insurance Holdings UVE Stock Holding History

Global Retirement Partners’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
2024
Q4 		$21 Buy
+1
New +$21 ﹤0.01% 3624
2018
Q3 		– Sell
-750
Closed -$26K – 1585
2018
Q2 		$26K Hold
750
– – 0.01% 721
2018
Q1 		$24K Buy
+750
New +$22.6K 0.01% 712

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Global Retirement Partners's UVE Position: Q4 2024 in Review

Global Retirement Partners opened a new position in Universal Insurance Holdings (UVE) in Q4 2024: 1 share worth $21. The stake represents ﹤0.01% of the portfolio and ranks #3624 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UVE as recently as Q2 2018.

Global Retirement Partners first reported a position in UVE in Q1 2018 and has held it in 3 quarters since. The position peaked at $26K in Q2 2018. 168 funds tracked by Wall St. Rank hold UVE as of Q4 2024.

  • Global Retirement Partners held 1 share of Universal Insurance Holdings worth $21 as of Q4 2024.
  • Universal Insurance Holdings was a new Global Retirement Partners position in Q4 2024.
  • Universal Insurance Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3624 holding.
  • Global Retirement Partners first reported a position in Universal Insurance Holdings in Q1 2018 and has held it in 3 quarters since.
  • Global Retirement Partners's Universal Insurance Holdings position peaked at $26K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.