Janney Montgomery Scott
UVE icon

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
Q2 		$1.63M Buy
39,461
+5,841
+17% +$220K ﹤0.01% 1614
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 $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

Janney Montgomery Scott's UVE Position: Q2 2026 in Review

Janney Montgomery Scott increased its Universal Insurance Holdings (UVE) stake by 17% in Q2 2026, buying an estimated $220K and bringing the position to 39,461 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Janney Montgomery Scott first reported a position in UVE in Q1 2017 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Janney Montgomery Scott held 39,461 shares of Universal Insurance Holdings worth $1.63M as of Q2 2026.
  • Janney Montgomery Scott bought 5,841 Universal Insurance Holdings shares in Q2 2026, an estimated $220K.
  • Universal Insurance Holdings made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1614 holding.
  • Janney Montgomery Scott first reported a position in Universal Insurance Holdings in Q1 2017 and has held it in 10 quarters since.
  • 221 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.