Raymond James Financial
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Raymond James Financial’s Universal Insurance Holdings UVE Stock Holding History

Raymond James Financial’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 		$370K Buy
10,829
+492
+5% +$15.8K ﹤0.01% 4546
2025
Q4 		$349K Buy
10,337
+2,302
+29% +$73.4K ﹤0.01% 4481
2025
Q3 		$211K Sell
8,035
-31,607
-80% -$780K ﹤0.01% 4599
2025
Q2 		$1.1M Buy
+39,642
New +$1.01M ﹤0.01% 3514

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 $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial's UVE Position: Q1 2026 in Review

Raymond James Financial increased its Universal Insurance Holdings (UVE) stake by 4.8% in Q1 2026, buying an estimated $15.8K and bringing the position to 10,829 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #4546.

Raymond James Financial first reported a position in UVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q2 2025. 215 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

  • Raymond James Financial held 10,829 shares of Universal Insurance Holdings worth $370K as of Q1 2026.
  • Raymond James Financial bought 492 Universal Insurance Holdings shares in Q1 2026, an estimated $15.8K.
  • Universal Insurance Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4546 holding.
  • Raymond James Financial first reported a position in Universal Insurance Holdings in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Universal Insurance Holdings position peaked at $1.1M in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.