KBC Group’s Universal Insurance Holdings UVE Stock Holding History

KBC Group’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
2023 Q3	–	Sell	-2,008	Closed	-$31K	–	1948
2023 Q2	$31K	Hold	2,008	–	–	﹤0.01%	1445
2023 Q1	$37K	Hold	2,008	–	–	﹤0.01%	1441
2022 Q4	$21K	Hold	2,008	–	–	﹤0.01%	1504
2022 Q3	$20K	Hold	2,008	–	–	﹤0.01%	1521
2022 Q2	$26K	Buy	+2,008	New	+$25.3K	﹤0.01%	1510
2019 Q2	–	Sell	-14,872	Closed	-$461K	–	1488
2019 Q1	$461K	Hold	14,872	–	–	﹤0.01%	1104
2018 Q4	$564K	Sell	14,872 -2,112	-12%	-$91.9K	0.01%	905
2018 Q3	$825K	Buy	+16,984	New	+$730K	0.01%	977
2017 Q2	–	Sell	-17,132	Closed	-$420K	–	1331
2017 Q1	$420K	Buy	+17,132	New	+$448K	﹤0.01%	1073
2016 Q1	–	Sell	-8,716	Closed	-$202K	–	1304
2015 Q4	$202K	Sell	8,716 -4,521	-34%	-$124K	﹤0.01%	986
2015 Q3	$391K	Buy	+13,237	New	+$358K	0.01%	833

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBC Group's UVE Position: Q3 2023 in Review

KBC Group sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 2,008 shares — an estimated $31K sold.

KBC Group first reported a position in UVE in Q3 2015 and held it in 11 quarters. The position peaked at $825K in Q3 2018. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

KBC Group reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
KBC Group sold 2,008 Universal Insurance Holdings shares in Q3 2023, an estimated $31K.
KBC Group first reported a position in Universal Insurance Holdings in Q3 2015 and held it in 11 quarters.
KBC Group's Universal Insurance Holdings position peaked at $825K in Q3 2018.
144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on KBC Group's 13F filing for Q3 2023, filed 22 Nov 2023.