Grantham, Mayo, Van Otterloo & Co (GMO)’s Universal Insurance Holdings UVE Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2023 Q3	–	Sell	-26,700	Closed	-$412K	–	691
2023 Q2	$412K	Hold	26,700	–	–	﹤0.01%	576
2023 Q1	$486K	Sell	26,700 -9,600	-26%	-$142K	﹤0.01%	562
2022 Q4	$384K	Sell	36,300 -4,400	-11%	-$44.7K	﹤0.01%	612
2022 Q3	$401K	Sell	40,700 -33,100	-45%	-$396K	﹤0.01%	598
2022 Q2	$962K	Hold	73,800	–	–	0.01%	529
2022 Q1	$996K	Buy	73,800 +19,900	+37%	+$298K	﹤0.01%	527
2021 Q4	$916K	Buy	53,900 +4,600	+9%	+$69.5K	﹤0.01%	545
2021 Q3	$643K	Buy	+49,300	New	+$673K	﹤0.01%	572
2020 Q4	–	Sell	-67,500	Closed	-$934K	–	889
2020 Q3	$934K	Sell	67,500 -10,600	-14%	-$187K	0.01%	531
2020 Q2	$1.39M	Buy	+78,100	New	+$1.38M	0.01%	480
2016 Q1	–	Sell	-35,700	Closed	-$828K	–	632
2015 Q4	$828K	Sell	35,700 -1,200	-3%	-$33K	﹤0.01%	407
2015 Q3	$1.09M	Buy	+36,900	New	+$997K	﹤0.01%	396

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s UVE Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 26,700 shares — an estimated $412K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UVE in Q3 2015 and held it in 12 quarters. The position peaked at $1.39M in Q2 2020. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 26,700 Universal Insurance Holdings shares in Q3 2023, an estimated $412K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Universal Insurance Holdings in Q3 2015 and held it in 12 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Universal Insurance Holdings position peaked at $1.39M in Q2 2020.
144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.