IFP Advisors
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IFP Advisors’s Universal Insurance Holdings UVE Stock Holding History

IFP 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
2026
Q3 		$214K Sell
5,080
-538
-10% -$23K ﹤0.01% 1496
2026
Q2 		$232K Buy
5,618
+1,292
+30% +$48.7K ﹤0.01% 1437
2026
Q1 		$148K Buy
4,326
+1,530
+55% +$49.2K ﹤0.01% 1567
2025
Q4 		$94.5K Buy
2,796
+2,324
+492% +$74.1K ﹤0.01% 1830
2025
Q3 		$12.4K Sell
472
-396
-46% -$9.8K ﹤0.01% 2797
2025
Q2 		$24.1K Buy
868
+617
+246% +$15.7K ﹤0.01% 2447
2025
Q1 		$5.95K Buy
251
+248
+8,267% +$5.11K ﹤0.01% 2766
2024
Q4 		$63 Buy
+3
New +$63 ﹤0.01% 4189
2023
Q4 		– Sell
-200
Closed -$2.8K – 3352
2023
Q3 		$2.8K Hold
200
– – ﹤0.01% 2727
2023
Q2 		$3.09K Hold
200
– – ﹤0.01% 2721
2023
Q1 		$7.12K Hold
200
– – ﹤0.01% 2429
2022
Q4 		$7K Hold
200
– – ﹤0.01% 3639
2022
Q3 		$7K Hold
200
– – ﹤0.01% 3885
2022
Q2 		$7K Hold
200
– – ﹤0.01% 3632
2022
Q1 		$7K Hold
200
– – ﹤0.01% 3629
2021
Q4 		$3K Hold
200
– – ﹤0.01% 2700
2021
Q3 		$3K Buy
200
+150
+300% +$2.05K ﹤0.01% 2765
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2959
2021
Q1 		$1K Buy
+50
New +$747 ﹤0.01% 2890
2019
Q1 		– Sell
-266
Closed -$10K – 3411
2018
Q4 		$10K Sell
266
-3
-1% -$131 ﹤0.01% 2527
2018
Q3 		$13K Sell
269
-2,933
-92% -$126K ﹤0.01% 2708
2018
Q2 		$112K Buy
3,202
+10
+0.3% +$340 ﹤0.01% 1409
2018
Q1 		$87K Hold
3,192
– – ﹤0.01% 1468
2017
Q4 		$87K Sell
3,192
-375
-11% -$9.42K ﹤0.01% 1480
2017
Q3 		$82K Buy
3,567
+33
+0.9% +$749 ﹤0.01% 1672
2017
Q2 		$89K Hold
3,534
– – ﹤0.01% 1595
2017
Q1 		$87K Buy
3,534
+284
+9% +$7.43K ﹤0.01% 1575
2016
Q4 		$92K Buy
+3,250
New +$77.4K ﹤0.01% 1508
2016
Q1 		– Sell
-220
Closed -$5K – 3419
2015
Q4 		$5K Buy
+220
New +$6.06K ﹤0.01% 2990

Other funds holding UVE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

IFP Advisors's UVE Position: Q3 2026 in Review

IFP Advisors reduced its Universal Insurance Holdings (UVE) stake by 9.6% in Q3 2026, selling an estimated $23K and leaving 5,080 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

IFP Advisors first reported a position in UVE in Q4 2015 and has held it in 29 quarters since. The position peaked at $232K in Q2 2026. 56 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

  • IFP Advisors held 5,080 shares of Universal Insurance Holdings worth $214K as of Q3 2026.
  • IFP Advisors sold 538 Universal Insurance Holdings shares in Q3 2026, an estimated $23K.
  • Universal Insurance Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1496 holding.
  • IFP Advisors first reported a position in Universal Insurance Holdings in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's Universal Insurance Holdings position peaked at $232K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.