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Sunbelt Securities’s Universal Insurance Holdings UVE Stock Holding History

Sunbelt Securities’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
Q1 		$22.1K Sell
646
-2,973
-82% -$95.7K ﹤0.01% 1266
2025
Q4 		$122K Sell
3,619
-523
-13% -$16.7K 0.01% 770
2025
Q3 		$109K Sell
4,142
-1,610
-28% -$39.7K 0.01% 797
2025
Q2 		$121K Buy
5,752
+952
+20% +$24.2K 0.01% 725
2025
Q1 		$114K Sell
4,800
-952
-17% -$19.6K 0.01% 707
2024
Q4 		$118K Buy
+5,752
New +$120K 0.01% 726

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunbelt Securities's UVE Position: Q1 2026 in Review

Sunbelt Securities reduced its Universal Insurance Holdings (UVE) stake by 82% in Q1 2026, selling an estimated $95.7K and leaving 646 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Sunbelt Securities first reported a position in UVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q4 2025. 216 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

  • Sunbelt Securities held 646 shares of Universal Insurance Holdings worth $22.1K as of Q1 2026.
  • Sunbelt Securities sold 2,973 Universal Insurance Holdings shares in Q1 2026, an estimated $95.7K.
  • Universal Insurance Holdings made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1266 holding.
  • Sunbelt Securities first reported a position in Universal Insurance Holdings in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's Universal Insurance Holdings position peaked at $122K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.