Jones Financial Companies
UVE icon

Jones Financial Companies’s Universal Insurance Holdings UVE Stock Holding History

Jones Financial Companies’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 		$6.54K Hold
159
– – ﹤0.01% 3972
2026
Q1 		$5.35K Hold
159
– – ﹤0.01% 3810
2025
Q4 		$5.37K Hold
159
– – ﹤0.01% 3466
2025
Q3 		$4.15K Buy
+159
New +$3.92K ﹤0.01% 3428

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

Jones Financial Companies's UVE Position: Q2 2026 in Review

Jones Financial Companies held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 159 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3972.

Jones Financial Companies first reported a position in UVE in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Jones Financial Companies held 159 shares of Universal Insurance Holdings worth $6.54K as of Q2 2026.
  • Jones Financial Companies left its Universal Insurance Holdings share count unchanged in Q2 2026.
  • Universal Insurance Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3972 holding.
  • Jones Financial Companies first reported a position in Universal Insurance Holdings in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.