Lindbrook Capital’s Universal Insurance Holdings UVE Stock Holding History

Lindbrook Capital’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
2025 Q1	$2.42K	Hold	102	–	–	﹤0.01%	2227
2024 Q4	$2.15K	Hold	102	–	–	﹤0.01%	2284
2024 Q3	$2.26K	Hold	102	–	–	﹤0.01%	2305
2024 Q2	$1.91K	Hold	102	–	–	﹤0.01%	2354
2024 Q1	$2.07K	Hold	102	–	–	﹤0.01%	2227
2023 Q4	$1.63K	Buy	+102	New	+$1.59K	﹤0.01%	2331
2020 Q4	–	Sell	-270	Closed	-$4K	–	1884
2020 Q3	$4K	Hold	270	–	–	﹤0.01%	1215
2020 Q2	$5K	Hold	270	–	–	﹤0.01%	1105
2020 Q1	$5K	Buy	+270	New	+$6.2K	﹤0.01%	1030

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

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

Lindbrook Capital's UVE Position: Q1 2025 in Review

Lindbrook Capital held its Universal Insurance Holdings (UVE) position steady in Q1 2025 at 102 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Lindbrook Capital first reported a position in UVE in Q1 2020 and has held it in 9 quarters since. The position peaked at $5K in Q2 2020. 176 funds tracked by Wall St. Rank hold UVE as of Q1 2025.

Lindbrook Capital held 102 shares of Universal Insurance Holdings worth $2.42K as of Q1 2025.
Lindbrook Capital left its Universal Insurance Holdings share count unchanged in Q1 2025.
Universal Insurance Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2227 holding.
Lindbrook Capital first reported a position in Universal Insurance Holdings in Q1 2020 and has held it in 9 quarters since.
Lindbrook Capital's Universal Insurance Holdings position peaked at $5K in Q2 2020.
176 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.