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Larson Financial Group’s Universal Insurance Holdings UVE Stock Holding History

Larson Financial 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
2026
Q2 		$15.3K Buy
371
+54
+17% +$2.04K ﹤0.01% 2161
2026
Q1 		$10.8K Buy
317
+313
+7,825% +$10.1K ﹤0.01% 2201
2025
Q4 		$135 Sell
4
-629
-99% -$20.1K ﹤0.01% 3313
2025
Q3 		$16.6K Buy
633
+589
+1,339% +$14.5K ﹤0.01% 1743
2025
Q2 		$1.22K Buy
+44
New +$1.12K ﹤0.01% 2578

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

Larson Financial Group's UVE Position: Q2 2026 in Review

Larson Financial Group increased its Universal Insurance Holdings (UVE) stake by 17% in Q2 2026, buying an estimated $2.04K and bringing the position to 371 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Larson Financial Group first reported a position in UVE in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.6K in Q3 2025. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Larson Financial Group held 371 shares of Universal Insurance Holdings worth $15.3K as of Q2 2026.
  • Larson Financial Group bought 54 Universal Insurance Holdings shares in Q2 2026, an estimated $2.04K.
  • Universal Insurance Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2161 holding.
  • Larson Financial Group first reported a position in Universal Insurance Holdings in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Universal Insurance Holdings position peaked at $16.6K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

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