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Sowell Financial Services’s Universal Insurance Holdings UVE Stock Holding History

Sowell Financial Services’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 		$3.34M Buy
80,634
+4,029
+5% +$152K 0.11% 203
2026
Q1 		$2.62M Buy
76,605
+5,954
+8% +$192K 0.1% 223
2025
Q4 		$2.39M Buy
+70,651
New +$2.25M 0.09% 241
2020
Q3 		– Sell
-15
Closed – – 2717
2020
Q2 		$0 Hold
15
– – ﹤0.01% 2672
2020
Q1 		$0 Hold
15
– – ﹤0.01% 2696
2019
Q4 		$0 Hold
15
– – ﹤0.01% 2663
2019
Q3 		$0 Buy
+15
New +$410 ﹤0.01% 2465

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 $3.37T 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

Sowell Financial Services's UVE Position: Q2 2026 in Review

Sowell Financial Services increased its Universal Insurance Holdings (UVE) stake by 5.3% in Q2 2026, buying an estimated $152K and bringing the position to 80,634 shares worth $3.34M. The position accounts for 0.11% of the portfolio, ranked #203.

Sowell Financial Services first reported a position in UVE in Q3 2019 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Sowell Financial Services held 80,634 shares of Universal Insurance Holdings worth $3.34M as of Q2 2026.
  • Sowell Financial Services bought 4,029 Universal Insurance Holdings shares in Q2 2026, an estimated $152K.
  • Universal Insurance Holdings made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #203 holding.
  • Sowell Financial Services first reported a position in Universal Insurance Holdings in Q3 2019 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.