LPL Financial
UVE icon

LPL Financial’s Universal Insurance Holdings UVE Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-17,300
Closed -$383K – 5440
2024
Q3 		$383K Sell
17,300
-4,700
-21% -$94.9K ﹤0.01% 4234
2024
Q2 		$413K Buy
22,000
+21,820
+12,122% +$424K ﹤0.01% 4025
2024
Q1 		$366K Sell
180
-11,120
-98% -$200K ﹤0.01% 4047
2023
Q4 		$181K Buy
+11,300
New +$176K ﹤0.01% 4417

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
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

LPL Financial's UVE Position: Q2 2026 in Review

LPL Financial increased its Universal Insurance Holdings (UVE) stake by 34% in Q2 2026, buying an estimated $418K and bringing the position to 43,927 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3856.

LPL Financial first reported a position in UVE in Q1 2015 and has held it in 17 quarters since. 221 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • LPL Financial held 43,927 shares of Universal Insurance Holdings worth $1.82M as of Q2 2026.
  • LPL Financial bought 11,088 Universal Insurance Holdings shares in Q2 2026, an estimated $418K.
  • Universal Insurance Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3856 holding.
  • LPL Financial first reported a position in Universal Insurance Holdings in Q1 2015 and has held it in 17 quarters since.
  • 221 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.