IC
UVE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

IEQ Capital's UVE Position: Q1 2026 in Review

IEQ Capital reduced its Universal Insurance Holdings (UVE) stake by 13% in Q1 2026, selling an estimated $54.2K and leaving 10,906 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

IEQ Capital first reported a position in UVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $575K in Q2 2025. 215 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

  • IEQ Capital held 10,906 shares of Universal Insurance Holdings worth $373K as of Q1 2026.
  • IEQ Capital sold 1,683 Universal Insurance Holdings shares in Q1 2026, an estimated $54.2K.
  • Universal Insurance Holdings made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1427 holding.
  • IEQ Capital first reported a position in Universal Insurance Holdings in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's Universal Insurance Holdings position peaked at $575K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.