SEI Investments’s Universal Insurance Holdings UVE Stock Holding History

SEI Investments’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	$367K	Sell	8,877 -4,437	-33%	-$167K	﹤0.01%	2775
2026 Q1	$455K	Sell	13,314 -28,300	-68%	-$911K	﹤0.01%	2688
2025 Q4	$1.41M	Buy	+41,614	New	+$1.33M	﹤0.01%	2021
2024 Q4	–	Sell	-14,905	Closed	-$330K	–	2804
2024 Q3	$330K	Buy	+14,905	New	+$301K	﹤0.01%	2324
2024 Q1	–	Sell	-18,612	Closed	-$297K	–	2708
2023 Q4	$297K	Buy	+18,612	New	+$290K	﹤0.01%	2313
2019 Q2	–	Sell	-4,860	Closed	-$149K	–	2777
2019 Q1	$149K	Buy	4,860 +2,364	+95%	+$84.8K	﹤0.01%	2382
2018 Q4	$99K	Sell	2,496 -5,326	-68%	-$232K	﹤0.01%	2204
2018 Q3	$407K	Sell	7,822 -9,088	-54%	-$391K	﹤0.01%	1711
2018 Q2	$594K	Buy	16,910 +3,335	+25%	+$113K	﹤0.01%	1760
2018 Q1	$432K	Buy	13,575 +10,975	+422%	+$330K	﹤0.01%	1653
2017 Q4	$72K	Hold	2,600	–	–	﹤0.01%	2242
2017 Q3	$60K	Buy	2,600 +1,300	+100%	+$29.5K	﹤0.01%	2233
2017 Q2	$33K	Hold	1,300	–	–	﹤0.01%	2340
2017 Q1	$32K	Buy	+1,300	New	+$34K	﹤0.01%	2238
2016 Q1	–	Sell	-47	Closed	-$1K	–	2650
2015 Q4	$1K	Buy	+47	New	+$1.29K	﹤0.01%	2461

Other funds holding UVE

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments's UVE Position: Q2 2026 in Review

SEI Investments reduced its Universal Insurance Holdings (UVE) stake by 33% in Q2 2026, selling an estimated $167K and leaving 8,877 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

SEI Investments first reported a position in UVE in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2025. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

SEI Investments held 8,877 shares of Universal Insurance Holdings worth $367K as of Q2 2026.
SEI Investments sold 4,437 Universal Insurance Holdings shares in Q2 2026, an estimated $167K.
Universal Insurance Holdings made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2775 holding.
SEI Investments first reported a position in Universal Insurance Holdings in Q4 2015 and has held it in 15 quarters since.
SEI Investments's Universal Insurance Holdings position peaked at $1.41M in Q4 2025.
222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.