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NewEdge Advisors’s Universal Insurance Holdings UVE Stock Holding History

NewEdge Advisors’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
Q1 		– Sell
-391
Closed -$13.2K – 4404
2025
Q4 		$13.2K Buy
391
+10
+3% +$319 ﹤0.01% 3387
2025
Q3 		$10K Buy
+381
New +$9.4K ﹤0.01% 3324
2024
Q3 		– Sell
-305
Closed -$5.72K – 3946
2024
Q2 		$5.72K Buy
+305
New +$5.93K ﹤0.01% 3056
2024
Q1 		– Sell
-1,488
Closed -$23.8K – 3964
2023
Q4 		$23.8K Buy
+1,488
New +$23.2K ﹤0.01% 2507
2023
Q3 		– Sell
-2
Closed -$31 – 3663
2023
Q2 		$31 Buy
+2
New +$33 ﹤0.01% 3450

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's UVE Position: Q1 2026 in Review

NewEdge Advisors sold out of Universal Insurance Holdings (UVE) in Q1 2026, closing a stake of 391 shares — an estimated $13.2K sold.

NewEdge Advisors first reported a position in UVE in Q2 2023 and held it in 5 quarters. The position peaked at $23.8K in Q4 2023. 216 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

  • NewEdge Advisors reported no remaining Universal Insurance Holdings position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 391 Universal Insurance Holdings shares in Q1 2026, an estimated $13.2K.
  • NewEdge Advisors first reported a position in Universal Insurance Holdings in Q2 2023 and held it in 5 quarters.
  • NewEdge Advisors's Universal Insurance Holdings position peaked at $23.8K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.