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
Q2 		$14.5K Hold
350
– – ﹤0.01% 3859
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

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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management's UVE Position: Q2 2026 in Review

Rockefeller Capital Management held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 350 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3859.

Rockefeller Capital Management first reported a position in UVE in Q2 2022 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Rockefeller Capital Management held 350 shares of Universal Insurance Holdings worth $14.5K as of Q2 2026.
  • Rockefeller Capital Management left its Universal Insurance Holdings share count unchanged in Q2 2026.
  • Universal Insurance Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3859 holding.
  • Rockefeller Capital Management first reported a position in Universal Insurance Holdings in Q2 2022 and has held it in 7 quarters since.
  • 221 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.