Osaic Holdings
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Osaic Holdings’s Universal Insurance Holdings UVE Stock Holding History

Osaic Holdings’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 		$60K Sell
1,450
-1,710
-54% -$64.4K ﹤0.01% 5346
2026
Q1 		$108K Sell
3,160
-800
-20% -$25.8K ﹤0.01% 4622
2025
Q4 		$134K Buy
3,960
+16
+0.4% +$510 ﹤0.01% 4466
2025
Q3 		$98K Sell
3,944
-1,305
-25% -$32.2K ﹤0.01% 4803
2025
Q2 		$146K Buy
5,249
+534
+11% +$13.5K ﹤0.01% 4201
2025
Q1 		$112K Buy
4,715
+445
+10% +$9.18K ﹤0.01% 4087
2024
Q4 		$90K Buy
4,270
+3,193
+296% +$66.8K ﹤0.01% 4264
2024
Q3 		$23.9K Buy
1,077
+53
+5% +$1.07K ﹤0.01% 5268
2024
Q2 		$19.2K Buy
1,024
+896
+700% +$17.4K ﹤0.01% 5372
2024
Q1 		$2.61K Hold
128
– – ﹤0.01% 6365
2023
Q4 		$2.05K Sell
128
-3,600
-97% -$56.1K ﹤0.01% 6536
2023
Q3 		$52.3K Buy
3,728
+937
+34% +$13.2K ﹤0.01% 4978
2023
Q2 		$43.1K Sell
2,791
-4,878
-64% -$80.8K ﹤0.01% 5030
2023
Q1 		$140K Buy
7,669
+1,925
+34% +$28.5K ﹤0.01% 4157
2022
Q4 		$60K Sell
5,744
-12,051
-68% -$123K ﹤0.01% 4800
2022
Q3 		$175K Sell
17,795
-20,870
-54% -$250K ﹤0.01% 3879
2022
Q2 		$504K Buy
38,665
+8,150
+27% +$103K ﹤0.01% 2915
2022
Q1 		$411K Buy
30,515
+8,118
+36% +$122K ﹤0.01% 3408
2021
Q4 		$381K Buy
22,397
+10,612
+90% +$160K ﹤0.01% 3331
2021
Q3 		$153K Sell
11,785
-7,776
-40% -$106K ﹤0.01% 4148
2021
Q2 		$270K Sell
19,561
-22,860
-54% -$321K ﹤0.01% 3623
2021
Q1 		$608K Sell
42,421
-23,701
-36% -$354K ﹤0.01% 2674
2020
Q4 		$1M Buy
66,122
+45,468
+220% +$641K ﹤0.01% 2036
2020
Q3 		$286K Sell
20,654
-31,838
-61% -$562K ﹤0.01% 2923
2020
Q2 		$933K Buy
52,492
+38,708
+281% +$685K ﹤0.01% 1804
2020
Q1 		$248K Buy
+13,784
New +$316K ﹤0.01% 2699

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

Osaic Holdings's UVE Position: Q2 2026 in Review

Osaic Holdings reduced its Universal Insurance Holdings (UVE) stake by 54% in Q2 2026, selling an estimated $64.4K and leaving 1,450 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #5346.

Osaic Holdings first reported a position in UVE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1M in Q4 2020. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Osaic Holdings held 1,450 shares of Universal Insurance Holdings worth $60K as of Q2 2026.
  • Osaic Holdings sold 1,710 Universal Insurance Holdings shares in Q2 2026, an estimated $64.4K.
  • Universal Insurance Holdings made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5346 holding.
  • Osaic Holdings first reported a position in Universal Insurance Holdings in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Universal Insurance Holdings position peaked at $1M in Q4 2020.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.