Pursuit Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Pursuit Wealth 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
2025 Q4	$1.75M	Buy	+51,636	New	+$1.65M	1.5%	16

Other funds holding UVE

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Pursuit Wealth Management's UVE Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Universal Insurance Holdings (UVE) in Q4 2025: 51,636 shares worth $1.75M. The stake represents 1.5% of the portfolio and ranks #16 among its holdings.

215 funds tracked by Wall St. Rank hold UVE as of Q4 2025.

Pursuit Wealth Management held 51,636 shares of Universal Insurance Holdings worth $1.75M as of Q4 2025.
Universal Insurance Holdings was a new Pursuit Wealth Management position in Q4 2025.
Universal Insurance Holdings made up 1.5% of Pursuit Wealth Management's portfolio in Q4 2025, its #16 holding.
215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.