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
2021
Q2 		– Sell
-148
Closed -$19K – 7135
2021
Q1 		$19K Sell
148
-410
-73% -$6.13K ﹤0.01% 5525
2020
Q4 		$20K Buy
+558
New +$7.87K ﹤0.01% 5165
2020
Q3 		– Sell
-80
Closed -$9K – 6416
2020
Q2 		$9K Buy
80
+20
+33% +$354 ﹤0.01% 5241
2020
Q1 		$2K Buy
+60
New +$1.38K ﹤0.01% 5734

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.