Tompkins Financial’s Universal Insurance Holdings UVE Stock Holding History

Tompkins Financial’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	–	Sell	-10,897	Closed	-$372K	–	596
2026 Q1	$372K	Hold	10,897	–	–	0.03%	143
2025 Q4	$368K	Hold	10,897	–	–	0.03%	146
2025 Q3	$287K	Hold	10,897	–	–	0.02%	158
2025 Q2	$302K	Hold	10,897	–	–	0.03%	149
2025 Q1	$258K	Hold	10,897	–	–	0.02%	162
2024 Q4	$229K	Hold	10,897	–	–	0.02%	173
2024 Q3	$241K	Hold	10,897	–	–	0.02%	172
2024 Q2	$204K	Hold	10,897	–	–	0.02%	191
2024 Q1	$221K	Hold	10,897	–	–	0.03%	184
2023 Q4	$174K	Hold	10,897	–	–	0.02%	210
2023 Q3	$153K	Buy	+10,897	New	+$153K	0.02%	199

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Wealth Enhancement Advisory Services

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GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return