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Summit Global Investments’s Universal Insurance Holdings UVE Stock Holding History

Summit Global 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
2024
Q4 		– Sell
-26,556
Closed -$588K – 644
2024
Q3 		$588K Buy
+26,556
New +$536K 0.04% 343
2023
Q4 		– Sell
-23,633
Closed -$331K – 600
2023
Q3 		$331K Buy
23,633
+10,166
+75% +$143K 0.02% 411
2023
Q2 		$208K Buy
+13,467
New +$223K 0.01% 507

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Summit Global Investments's UVE Position: Q4 2024 in Review

Summit Global Investments sold out of Universal Insurance Holdings (UVE) in Q4 2024, closing a stake of 26,556 shares — an estimated $588K sold.

Summit Global Investments first reported a position in UVE in Q2 2023 and held it in 3 quarters. The position peaked at $588K in Q3 2024. 168 funds tracked by Wall St. Rank hold UVE as of Q4 2024.

  • Summit Global Investments reported no remaining Universal Insurance Holdings position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 26,556 Universal Insurance Holdings shares in Q4 2024, an estimated $588K.
  • Summit Global Investments first reported a position in Universal Insurance Holdings in Q2 2023 and held it in 3 quarters.
  • Summit Global Investments's Universal Insurance Holdings position peaked at $588K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.