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Stephens Consulting’s Universal Insurance Holdings UVE Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-15
Closed -$416 – 1130
2025
Q2 		$416 Hold
15
– – ﹤0.01% 951
2025
Q1 		$356 Buy
+15
New +$309 ﹤0.01% 1302

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Stephens Consulting's UVE Position: Q3 2025 in Review

Stephens Consulting sold out of Universal Insurance Holdings (UVE) in Q3 2025, closing a stake of 15 shares — an estimated $416 sold.

Stephens Consulting first reported a position in UVE in Q1 2025 and held it in 2 quarters. The position peaked at $416 in Q2 2025. 181 funds tracked by Wall St. Rank hold UVE as of Q3 2025.

  • Stephens Consulting reported no remaining Universal Insurance Holdings position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Universal Insurance Holdings shares in Q3 2025, an estimated $416.
  • Stephens Consulting first reported a position in Universal Insurance Holdings in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Universal Insurance Holdings position peaked at $416 in Q2 2025.
  • 181 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.