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Occidental Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Occidental Asset Management’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 		$427K Sell
10,318
-1,475
-13% -$55.6K 0.04% 207
2026
Q1 		$403K Buy
11,793
+1,380
+13% +$44.4K 0.05% 187
2025
Q4 		$352K Buy
10,413
+95
+0.9% +$3.03K 0.04% 189
2025
Q3 		$271K Buy
10,318
+18
+0.2% +$444 0.03% 216
2025
Q2 		$286K Sell
10,300
-150
-1% -$3.81K 0.04% 203
2025
Q1 		$248K Hold
10,450
– – 0.04% 212
2024
Q4 		$220K Hold
10,450
– – 0.03% 195
2024
Q3 		$232K Hold
10,450
– – 0.04% 192
2024
Q2 		$196K Buy
+10,450
New +$203K 0.03% 197

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

Occidental Asset Management's UVE Position: Q2 2026 in Review

Occidental Asset Management reduced its Universal Insurance Holdings (UVE) stake by 13% in Q2 2026, selling an estimated $55.6K and leaving 10,318 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #207.

Occidental Asset Management first reported a position in UVE in Q2 2024 and has held it in 9 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Occidental Asset Management held 10,318 shares of Universal Insurance Holdings worth $427K as of Q2 2026.
  • Occidental Asset Management sold 1,475 Universal Insurance Holdings shares in Q2 2026, an estimated $55.6K.
  • Universal Insurance Holdings made up 0.04% of Occidental Asset Management's portfolio in Q2 2026, its #207 holding.
  • Occidental Asset Management first reported a position in Universal Insurance Holdings in Q2 2024 and has held it in 9 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.