ORG Wealth Partners’s Universal Insurance Holdings UVE Stock Holding History

ORG Wealth Partners’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 Q3	$799	Buy	+19	New	+$811	﹤0.01%	1843

Other funds holding UVE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $389M AUM 4.41% 1-Year Est. Return

Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return

ORG Wealth Partners's UVE Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Universal Insurance Holdings (UVE) in Q3 2026: 19 shares worth $799. The stake represents ﹤0.01% of the portfolio and ranks #1843 among its holdings.

167 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

ORG Wealth Partners held 19 shares of Universal Insurance Holdings worth $799 as of Q3 2026.
Universal Insurance Holdings was a new ORG Wealth Partners position in Q3 2026.
Universal Insurance Holdings made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1843 holding.
167 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.