HighTower Advisors’s Universal Insurance Holdings UVE Stock Holding History

HighTower Advisors’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	–	Sell	-28,595	Closed	-$636K	–	4062
2024 Q3	$636K	Buy	+28,595	New	+$577K	﹤0.01%	2224
2023 Q3	–	Sell	-29,122	Closed	-$458K	–	3760
2023 Q2	$458K	Sell	29,122 -191	-0.7%	-$3.17K	﹤0.01%	2265
2023 Q1	$532K	Buy	29,313 +1,158	+4%	+$17.1K	﹤0.01%	2066
2022 Q4	$298K	Buy	+28,155	New	+$286K	﹤0.01%	2474
2021 Q4	–	Sell	-55,619	Closed	-$726K	–	3489
2021 Q3	$726K	Sell	55,619 -16,500	-23%	-$225K	﹤0.01%	1841
2021 Q2	$1M	Buy	72,119 +1,800	+3%	+$25.3K	﹤0.01%	1633
2021 Q1	$1.01M	Hold	70,319	–	–	﹤0.01%	1559
2020 Q4	$1.06M	Buy	+70,319	New	+$991K	﹤0.01%	1229
2017 Q3	–	Sell	-10,466	Closed	-$265K	–	2360
2017 Q2	$265K	Buy	+10,466	New	+$257K	﹤0.01%	1694

Other funds holding UVE

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

HighTower Advisors's UVE Position: Q4 2024 in Review

HighTower Advisors sold out of Universal Insurance Holdings (UVE) in Q4 2024, closing a stake of 28,595 shares — an estimated $636K sold.

HighTower Advisors first reported a position in UVE in Q2 2017 and held it in 9 quarters. The position peaked at $1.06M in Q4 2020. 168 funds tracked by Wall St. Rank hold UVE as of Q4 2024.

HighTower Advisors reported no remaining Universal Insurance Holdings position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 28,595 Universal Insurance Holdings shares in Q4 2024, an estimated $636K.
HighTower Advisors first reported a position in Universal Insurance Holdings in Q2 2017 and held it in 9 quarters.
HighTower Advisors's Universal Insurance Holdings position peaked at $1.06M in Q4 2020.
168 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.