Rothschild Investment LLC’s Universal Insurance Holdings UVE Stock Holding History

Rothschild Investment LLC’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	$4.84K	Buy	117 +21	+22%	+$791	﹤0.01%	2284
2026 Q1	$3.28K	Hold	96	–	–	﹤0.01%	2290
2025 Q4	$3.25K	Buy	96 +7	+8%	+$223	﹤0.01%	2117
2025 Q3	$2.34K	Sell	89 -1	-1%	-$25	﹤0.01%	2130
2025 Q2	$2.5K	Buy	90 +40	+80%	+$1.01K	﹤0.01%	1914
2025 Q1	$1.19K	Buy	50 +45	+900%	+$928	﹤0.01%	2237
2024 Q4	$105	Sell	5 -30	-86%	-$628	﹤0.01%	2901
2024 Q3	$776	Buy	35 +25	+250%	+$505	﹤0.01%	2328
2024 Q2	$188	Buy	+10	New	+$194	﹤0.01%	2512

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rothschild Investment LLC's UVE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Universal Insurance Holdings (UVE) stake by 22% in Q2 2026, buying an estimated $791 and bringing the position to 117 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Rothschild Investment LLC first reported a position in UVE in Q2 2024 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Rothschild Investment LLC held 117 shares of Universal Insurance Holdings worth $4.84K as of Q2 2026.
Rothschild Investment LLC bought 21 Universal Insurance Holdings shares in Q2 2026, an estimated $791.
Universal Insurance Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2284 holding.
Rothschild Investment LLC first reported a position in Universal Insurance Holdings in Q2 2024 and has held it in 9 quarters since.
80 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.