Occudo Quantitative Strategies’s Universal Insurance Holdings UVE Stock Holding History

Occudo Quantitative Strategies’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	-17,565	Closed	-$410K	–	910
2025 Q1	$410K	Buy	+17,565	New	+$362K	0.05%	409
2024 Q4	–	Sell	-18,029	Closed	-$400K	–	971
2024 Q3	$400K	Sell	18,029 -569	-3%	-$11.5K	0.07%	344
2024 Q2	$349K	Buy	18,598 +4,617	+33%	+$89.8K	0.06%	416
2024 Q1	$284K	Buy	+13,981	New	+$252K	0.05%	478
2023 Q4	–	Sell	-64,702	Closed	-$907K	–	1220
2023 Q3	$907K	Buy	+64,702	New	+$909K	0.12%	296
2023 Q2	–	Sell	-45,695	Closed	-$833K	–	1305
2023 Q1	$833K	Buy	+45,695	New	+$676K	0.08%	368

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Occudo Quantitative Strategies's UVE Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Universal Insurance Holdings (UVE) in Q2 2025, closing a stake of 17,565 shares — an estimated $410K sold.

Occudo Quantitative Strategies first reported a position in UVE in Q1 2023 and held it in 6 quarters. The position peaked at $907K in Q3 2023. 191 funds tracked by Wall St. Rank hold UVE as of Q2 2025.

Occudo Quantitative Strategies reported no remaining Universal Insurance Holdings position as of Q2 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 17,565 Universal Insurance Holdings shares in Q2 2025, an estimated $410K.
Occudo Quantitative Strategies first reported a position in Universal Insurance Holdings in Q1 2023 and held it in 6 quarters.
Occudo Quantitative Strategies's Universal Insurance Holdings position peaked at $907K in Q3 2023.
191 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.