O'Shaughnessy Asset Management’s Universal Insurance Holdings UVE Stock Holding History

O'Shaughnessy 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 Q1	$1.36M	Sell	39,771 -1,802	-4%	-$58K	0.01%	1047
2025 Q4	$1.41M	Sell	41,573 -19,726	-32%	-$629K	0.01%	1000
2025 Q3	$1.61M	Sell	61,299 -821	-1%	-$20.3K	0.01%	915
2025 Q2	$1.72M	Buy	62,120 +30,704	+98%	+$779K	0.01%	829
2025 Q1	$745K	Sell	31,416 -10,095	-24%	-$208K	0.01%	1126
2024 Q4	$874K	Buy	41,511 +11,060	+36%	+$231K	0.01%	1016
2024 Q3	$584K	Buy	30,451 +2	+0%	+$40	0.01%	1160
2024 Q2	$571K	Buy	+30,449	New	+$592K	0.01%	1072
2022 Q4	–	Sell	-13,700	Closed	-$135K	–	1463
2022 Q3	$135K	Buy	+13,700	New	+$164K	﹤0.01%	1135
2021 Q4	–	Sell	-12	Closed	–	–	2439
2021 Q3	$0	Hold	12	–	–	﹤0.01%	2859
2021 Q2	$0	Hold	12	–	–	﹤0.01%	2693
2021 Q1	$0	Hold	12	–	–	﹤0.01%	2464
2020 Q4	$0	Hold	12	–	–	﹤0.01%	2233
2020 Q3	$0	Hold	12	–	–	﹤0.01%	2009
2020 Q2	$0	Sell	12 -11,209	-100%	-$198K	﹤0.01%	1907
2020 Q1	$201K	Sell	11,221 -10,707	-49%	-$246K	0.01%	467
2019 Q4	$614K	Sell	21,928 -23,218	-51%	-$672K	0.01%	357
2019 Q3	$1.35M	Sell	45,146 -14,107	-24%	-$385K	0.03%	222
2019 Q2	$1.65M	Buy	59,253 +523	+0.9%	+$15.3K	0.04%	211
2019 Q1	$1.82M	Buy	58,730 +3,174	+6%	+$114K	0.04%	202
2018 Q4	$2.11M	Buy	55,556 +15,443	+38%	+$672K	0.05%	183
2018 Q3	$1.94M	Buy	40,113 +18,328	+84%	+$788K	0.04%	193
2018 Q2	$765K	Buy	21,785 +9,219	+73%	+$314K	0.02%	283
2018 Q1	$401K	Buy	12,566 +82	+0.7%	+$2.47K	0.01%	385
2017 Q4	$341K	Sell	12,484 -5,715	-31%	-$144K	0.01%	438
2017 Q3	$419K	Sell	18,199 -51,252	-74%	-$1.16M	0.01%	387
2017 Q2	$1.75M	Sell	69,451 -24,641	-26%	-$606K	0.04%	226
2017 Q1	$2.31M	Buy	94,092 +3,612	+4%	+$94.5K	0.05%	187
2016 Q4	$2.57M	Sell	90,480 -12,069	-12%	-$287K	0.06%	178
2016 Q3	$2.58M	Sell	102,549 -905	-0.9%	-$20.3K	0.06%	185
2016 Q2	$1.92M	Buy	103,454 +91,147	+741%	+$1.65M	0.05%	219
2016 Q1	$221K	Buy	12,307 +406	+3%	+$7.53K	0.01%	440
2015 Q4	$276K	Sell	11,901 -168	-1%	-$4.62K	0.01%	440
2015 Q3	$319K	Buy	12,069 +5,018	+71%	+$136K	0.01%	429
2015 Q2	$171K	Sell	7,051 -4,603	-39%	-$117K	﹤0.01%	537
2015 Q1	$298K	Sell	11,654 -1,193	-9%	-$28.1K	0.01%	450
2014 Q4	$263K	Buy	12,847 +871	+7%	+$15.2K	0.01%	499
2014 Q3	$155K	Sell	11,976 -29,916	-71%	-$390K	﹤0.01%	569
2014 Q2	$543K	Sell	41,892 -1,786	-4%	-$23.5K	0.01%	409
2014 Q1	$554K	Sell	43,678 -1,107	-2%	-$14.1K	0.01%	394
2013 Q4	$647K	Buy	44,785 +959	+2%	+$9.21K	0.01%	391
2013 Q3	$308K	Buy	+43,826	New	+$339K	0.01%	478