Mackenzie Financial
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Mackenzie Financial’s Universal Insurance Holdings UVE Stock Holding History

Mackenzie 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
2025
Q2 		– Sell
-35,728
Closed -$847K – 1802
2025
Q1 		$847K Buy
35,728
+7,528
+27% +$155K ﹤0.01% 1026
2024
Q4 		$594K Buy
+28,200
New +$590K ﹤0.01% 1096
2019
Q2 		– Sell
-14,940
Closed -$463K – 1251
2019
Q1 		$463K Sell
14,940
-6,555
-30% -$235K ﹤0.01% 1035
2018
Q4 		$815K Buy
21,495
+4,435
+26% +$193K ﹤0.01% 849
2018
Q3 		$828K Buy
+17,060
New +$733K ﹤0.01% 791

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Mackenzie Financial's UVE Position: Q2 2025 in Review

Mackenzie Financial sold out of Universal Insurance Holdings (UVE) in Q2 2025, closing a stake of 35,728 shares — an estimated $847K sold.

Mackenzie Financial first reported a position in UVE in Q3 2018 and held it in 5 quarters. The position peaked at $847K in Q1 2025. 191 funds tracked by Wall St. Rank hold UVE as of Q2 2025.

  • Mackenzie Financial reported no remaining Universal Insurance Holdings position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 35,728 Universal Insurance Holdings shares in Q2 2025, an estimated $847K.
  • Mackenzie Financial first reported a position in Universal Insurance Holdings in Q3 2018 and held it in 5 quarters.
  • Mackenzie Financial's Universal Insurance Holdings position peaked at $847K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.