Rockefeller Capital Management
UVE icon

Rockefeller Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Rockefeller Capital 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 		$12K Hold
350
– – ﹤0.01% 3917
2025
Q4 		$11.8K Hold
350
– – ﹤0.01% 3734
2025
Q3 		$9.21K Buy
+350
New +$8.64K ﹤0.01% 3682
2023
Q1 		– Sell
-11
Closed – – 3805
2022
Q4 		$0 Hold
11
– – ﹤0.01% 4231
2022
Q3 		$0 Sell
11
-89
-89% -$1.06K ﹤0.01% 4398
2022
Q2 		$1K Buy
+100
New +$1.26K ﹤0.01% 4026

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Rockefeller Capital Management's UVE Position: Q1 2026 in Review

Rockefeller Capital Management held its Universal Insurance Holdings (UVE) position steady in Q1 2026 at 350 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Rockefeller Capital Management first reported a position in UVE in Q2 2022 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

  • Rockefeller Capital Management held 350 shares of Universal Insurance Holdings worth $12K as of Q1 2026.
  • Rockefeller Capital Management left its Universal Insurance Holdings share count unchanged in Q1 2026.
  • Universal Insurance Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3917 holding.
  • Rockefeller Capital Management first reported a position in Universal Insurance Holdings in Q2 2022 and has held it in 6 quarters since.
  • 215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.