Janney Montgomery Scott
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Janney Montgomery Scott’s Universal Insurance Holdings UVE Stock Holding History

Janney Montgomery Scott’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 		$1.15M Buy
33,620
+2,189
+7% +$70.5K ﹤0.01% 1573
2025
Q4 		$1.06M Buy
31,431
+786
+3% +$25.1K ﹤0.01% 1690
2025
Q3 		$806K Buy
30,645
+216
+0.7% +$5.33K ﹤0.01% 1853
2025
Q2 		$844K Sell
30,429
-151
-0.5% -$3.83K ﹤0.01% 1695
2025
Q1 		$725K Sell
30,580
-387
-1% -$7.98K ﹤0.01% 1750
2024
Q4 		$652K Buy
30,967
+12
+0% +$251 ﹤0.01% 1831
2024
Q3 		$686K Buy
+30,955
New +$625K ﹤0.01% 1752
2017
Q3 		– Sell
-11,985
Closed -$302K – 1867
2017
Q2 		$302K Buy
11,985
+955
+9% +$23.5K ﹤0.01% 1440
2017
Q1 		$270K Buy
+11,030
New +$289K ﹤0.01% 1455

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

Janney Montgomery Scott's UVE Position: Q1 2026 in Review

Janney Montgomery Scott increased its Universal Insurance Holdings (UVE) stake by 7% in Q1 2026, buying an estimated $70.5K and bringing the position to 33,620 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Janney Montgomery Scott first reported a position in UVE in Q1 2017 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

  • Janney Montgomery Scott held 33,620 shares of Universal Insurance Holdings worth $1.15M as of Q1 2026.
  • Janney Montgomery Scott bought 2,189 Universal Insurance Holdings shares in Q1 2026, an estimated $70.5K.
  • Universal Insurance Holdings made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1573 holding.
  • Janney Montgomery Scott first reported a position in Universal Insurance Holdings in Q1 2017 and has held it in 9 quarters since.
  • 215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.