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TruNorth Capital Management’s Universal Insurance Holdings UVE Stock Holding History

TruNorth Capital Management’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
2025
Q4 		– Sell
-400
Closed -$10.5K – 367
2025
Q3 		$10.5K Hold
400
– – ﹤0.01% 334
2025
Q2 		$11.1K Hold
400
– – ﹤0.01% 281
2025
Q1 		$9.48K Hold
400
– – ﹤0.01% 370
2024
Q4 		$8.42K Sell
400
-755
-65% -$15.8K ﹤0.01% 296
2024
Q3 		$25.6K Buy
1,155
+755
+189% +$15.2K 0.01% 206
2024
Q2 		$7.5K Buy
+400
New +$7.78K ﹤0.01% 270

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
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
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
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TruNorth Capital Management's UVE Position: Q4 2025 in Review

TruNorth Capital Management sold out of Universal Insurance Holdings (UVE) in Q4 2025, closing a stake of 400 shares — an estimated $10.5K sold.

TruNorth Capital Management first reported a position in UVE in Q2 2024 and held it in 6 quarters. The position peaked at $25.6K in Q3 2024. 215 funds tracked by Wall St. Rank hold UVE as of Q4 2025.

  • TruNorth Capital Management reported no remaining Universal Insurance Holdings position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 400 Universal Insurance Holdings shares in Q4 2025, an estimated $10.5K.
  • TruNorth Capital Management first reported a position in Universal Insurance Holdings in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's Universal Insurance Holdings position peaked at $25.6K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.