Thrivent Financial for Lutherans
UVE icon

Thrivent Financial for Lutherans’s Universal Insurance Holdings UVE Stock Holding History

Thrivent Financial for Lutherans’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
2023
Q3 		– Sell
-26,208
Closed -$404K – 2501
2023
Q2 		$404K Sell
26,208
-1,007
-4% -$16.7K ﹤0.01% 2252
2023
Q1 		$496K Sell
27,215
-954
-3% -$14.1K ﹤0.01% 2138
2022
Q4 		$298K Sell
28,169
-407
-1% -$4.14K ﹤0.01% 2261
2022
Q3 		$281K Buy
28,576
+1,213
+4% +$14.5K ﹤0.01% 2247
2022
Q2 		$357K Buy
27,363
+4,527
+20% +$57.1K ﹤0.01% 2212
2022
Q1 		$308K Buy
22,836
+8
+0% +$120 ﹤0.01% 2340
2021
Q4 		$388K Sell
22,828
-8,660
-28% -$131K ﹤0.01% 2261
2021
Q3 		$411K Buy
31,488
+8,266
+36% +$113K ﹤0.01% 2240
2021
Q2 		$322K Sell
23,222
-8,158
-26% -$115K ﹤0.01% 2313
2021
Q1 		$450K Buy
31,380
+7,778
+33% +$116K ﹤0.01% 2257
2020
Q4 		$357K Sell
23,602
-433
-2% -$6.1K ﹤0.01% 2236
2020
Q3 		$333K Sell
24,035
-917
-4% -$16.2K ﹤0.01% 2147
2020
Q2 		$443K Sell
24,952
-655
-3% -$11.6K ﹤0.01% 1965
2020
Q1 		$459K Buy
25,607
+1,278
+5% +$29.3K ﹤0.01% 1763
2019
Q4 		$681K Sell
24,329
-642
-3% -$18.6K ﹤0.01% 1724
2019
Q3 		$749K Buy
24,971
+77
+0.3% +$2.1K ﹤0.01% 1603
2019
Q2 		$695K Buy
24,894
+338
+1% +$9.9K ﹤0.01% 1630
2019
Q1 		$761K Buy
24,556
+1,931
+9% +$69.3K ﹤0.01% 1551
2018
Q4 		$858K Sell
22,625
-220
-1% -$9.58K ﹤0.01% 1254
2018
Q3 		$1.11M Buy
22,845
+476
+2% +$20.5K ﹤0.01% 1205
2018
Q2 		$785K Buy
22,369
+599
+3% +$20.4K ﹤0.01% 1423
2018
Q1 		$694K Buy
21,770
+1,449
+7% +$43.6K ﹤0.01% 1442
2017
Q4 		$556K Buy
20,321
+401
+2% +$10.1K ﹤0.01% 1619
2017
Q3 		$458K Buy
19,920
+280
+1% +$6.35K ﹤0.01% 1613
2017
Q2 		$495K Buy
19,640
+1,210
+7% +$29.8K ﹤0.01% 1516
2017
Q1 		$452K Buy
18,430
+1,100
+6% +$28.8K ﹤0.01% 1580
2016
Q4 		$492K Buy
17,330
+700
+4% +$16.7K ﹤0.01% 1511
2016
Q3 		$419K Buy
16,630
+980
+6% +$22K ﹤0.01% 1546
2016
Q2 		$291K Buy
15,650
+890
+6% +$16.1K ﹤0.01% 1682
2016
Q1 		$263K Buy
14,760
+850
+6% +$15.8K ﹤0.01% 1668
2015
Q4 		$322K Buy
13,910
+510
+4% +$14K ﹤0.01% 1557
2015
Q3 		$396K Buy
13,400
+1,550
+13% +$41.9K ﹤0.01% 1319
2015
Q2 		$287K Buy
11,850
+700
+6% +$17.9K ﹤0.01% 1429
2015
Q1 		$285K Buy
11,150
+500
+5% +$11.8K ﹤0.01% 1407
2014
Q4 		$218K Hold
10,650
– – ﹤0.01% 1552
2014
Q3 		$138K Hold
10,650
– – ﹤0.01% 1665
2014
Q2 		$138K Buy
+10,650
New +$140K ﹤0.01% 1677

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans's UVE Position: Q3 2023 in Review

Thrivent Financial for Lutherans sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 26,208 shares — an estimated $404K sold.

Thrivent Financial for Lutherans first reported a position in UVE in Q2 2014 and held it in 37 quarters. The position peaked at $1.11M in Q3 2018. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

  • Thrivent Financial for Lutherans reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 26,208 Universal Insurance Holdings shares in Q3 2023, an estimated $404K.
  • Thrivent Financial for Lutherans first reported a position in Universal Insurance Holdings in Q2 2014 and held it in 37 quarters.
  • Thrivent Financial for Lutherans's Universal Insurance Holdings position peaked at $1.11M in Q3 2018.
  • 144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2023, filed 14 Nov 2023.