Petrus Trust Company’s Universal Insurance Holdings UVE Stock Holding History

Petrus Trust Company’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
2023 Q3	–	Sell	-16,334	Closed	-$252K	–	740
2023 Q2	$252K	Buy	+16,334	New	+$271K	0.03%	454
2021 Q1	–	Sell	-10,905	Closed	-$165K	–	76
2020 Q4	$165K	Sell	10,905 -7,531	-41%	-$106K	0.02%	58
2020 Q3	$255K	Buy	+18,436	New	+$325K	0.03%	122
2016 Q1	–	Sell	-12,349	Closed	-$286K	–	213
2015 Q4	$286K	Buy	+12,349	New	+$340K	0.06%	73

Other funds holding UVE

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

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

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

DSC

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

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

Petrus Trust Company's UVE Position: Q3 2023 in Review

Petrus Trust Company sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 16,334 shares — an estimated $252K sold.

Petrus Trust Company first reported a position in UVE in Q4 2015 and held it in 4 quarters. The position peaked at $286K in Q4 2015. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

Petrus Trust Company reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
Petrus Trust Company sold 16,334 Universal Insurance Holdings shares in Q3 2023, an estimated $252K.
Petrus Trust Company first reported a position in Universal Insurance Holdings in Q4 2015 and held it in 4 quarters.
Petrus Trust Company's Universal Insurance Holdings position peaked at $286K in Q4 2015.
144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on Petrus Trust Company's 13F filing for Q3 2023, filed 14 Nov 2023.