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Root Financial Partners’s Universal Insurance Holdings UVE Stock Holding History

Root Financial Partners’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 		– Sell
-3,417
Closed -$117K – 3056
2026
Q1 		$117K Buy
3,417
+3,415
+170,750% +$110K 0.01% 509
2025
Q4 		$68 Buy
+2
New +$64 ﹤0.01% 2359

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American Century Companies
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Vanguard Portfolio Management
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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 $3.37T AUM 44.26% 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

Root Financial Partners's UVE Position: Q2 2026 in Review

Root Financial Partners sold out of Universal Insurance Holdings (UVE) in Q2 2026, closing a stake of 3,417 shares — an estimated $117K sold.

Root Financial Partners first reported a position in UVE in Q4 2025 and held it in 2 quarters. The position peaked at $117K in Q1 2026. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Root Financial Partners reported no remaining Universal Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,417 Universal Insurance Holdings shares in Q2 2026, an estimated $117K.
  • Root Financial Partners first reported a position in Universal Insurance Holdings in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Universal Insurance Holdings position peaked at $117K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.