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IEQ Capital’s Universal Insurance Holdings UVE Stock Holding History

IEQ Capital’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
Q2 		$540K Buy
13,056
+2,150
+20% +$81K ﹤0.01% 1365
2026
Q1 		$373K Sell
10,906
-1,683
-13% -$54.2K ﹤0.01% 1427
2025
Q4 		$426K Sell
12,589
-1,755
-12% -$56K ﹤0.01% 1409
2025
Q3 		$377K Sell
14,344
-6,376
-31% -$157K ﹤0.01% 1421
2025
Q2 		$575K Buy
+20,720
New +$526K ﹤0.01% 1099

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IEQ Capital's UVE Position: Q2 2026 in Review

IEQ Capital increased its Universal Insurance Holdings (UVE) stake by 20% in Q2 2026, buying an estimated $81K and bringing the position to 13,056 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

IEQ Capital first reported a position in UVE in Q2 2025 and has held it in 5 quarters since. The position peaked at $575K in Q2 2025. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • IEQ Capital held 13,056 shares of Universal Insurance Holdings worth $540K as of Q2 2026.
  • IEQ Capital bought 2,150 Universal Insurance Holdings shares in Q2 2026, an estimated $81K.
  • Universal Insurance Holdings made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1365 holding.
  • IEQ Capital first reported a position in Universal Insurance Holdings in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's Universal Insurance Holdings position peaked at $575K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.