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Savant Capital’s Universal Insurance Holdings UVE Stock Holding History

Savant Capital’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
2025
Q1 		– Sell
-16,037
Closed -$338K – 1418
2024
Q4 		$338K Buy
16,037
+47
+0.3% +$983 ﹤0.01% 1052
2024
Q3 		$354K Sell
15,990
-239
-1% -$4.82K ﹤0.01% 1021
2024
Q2 		$304K Buy
16,229
+27
+0.2% +$525 ﹤0.01% 973
2024
Q1 		$329K Buy
+16,202
New +$292K ﹤0.01% 869

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savant Capital's UVE Position: Q1 2025 in Review

Savant Capital sold out of Universal Insurance Holdings (UVE) in Q1 2025, closing a stake of 16,037 shares — an estimated $338K sold.

Savant Capital first reported a position in UVE in Q1 2024 and held it in 4 quarters. The position peaked at $354K in Q3 2024. 176 funds tracked by Wall St. Rank hold UVE as of Q1 2025.

  • Savant Capital reported no remaining Universal Insurance Holdings position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 16,037 Universal Insurance Holdings shares in Q1 2025, an estimated $338K.
  • Savant Capital first reported a position in Universal Insurance Holdings in Q1 2024 and held it in 4 quarters.
  • Savant Capital's Universal Insurance Holdings position peaked at $354K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.