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

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tompkins Financial's UVE Position: Q2 2026 in Review

Tompkins Financial sold out of Universal Insurance Holdings (UVE) in Q2 2026, closing a stake of 10,897 shares — an estimated $372K sold.

Tompkins Financial first reported a position in UVE in Q3 2023 and held it in 11 quarters. The position peaked at $372K in Q1 2026. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Tompkins Financial reported no remaining Universal Insurance Holdings position as of Q2 2026 after selling out during the quarter.
Tompkins Financial sold 10,897 Universal Insurance Holdings shares in Q2 2026, an estimated $372K.
Tompkins Financial first reported a position in Universal Insurance Holdings in Q3 2023 and held it in 11 quarters.
Tompkins Financial's Universal Insurance Holdings position peaked at $372K in Q1 2026.
222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.