UBS AM’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Buy |
34,865
+1,945
| +6% | +$62.6K | ﹤0.01% | 2277 |
|
|
2025
Q4 | $1.11M | Buy |
32,920
+657
| +2% | +$21K | ﹤0.01% | 2107 |
|
|
2025
Q3 | $849K | Sell |
32,263
-61,746
| -66% | -$1.52M | ﹤0.01% | 2059 |
|
|
2025
Q2 | $2.61M | Buy |
94,009
+52,781
| +128% | +$1.34M | ﹤0.01% | 2031 |
|
|
2025
Q1 | $977K | Sell |
41,228
-5,731
| -12% | -$118K | ﹤0.01% | 2324 |
|
|
2024
Q4 | $989K | Sell |
46,959
-4,055
| -8% | -$84.8K | ﹤0.01% | 2368 |
|
|
2024
Q3 | $1.13M | Sell |
51,014
-3,081
| -6% | -$62.2K | ﹤0.01% | 2336 |
|
|
2024
Q2 | $1.01M | Buy |
54,095
+30,020
| +125% | +$584K | ﹤0.01% | 2364 |
|
|
2024
Q1 | $489K | Hold |
24,075
| – | – | ﹤0.01% | 2293 |
|
|
2023
Q4 | $385K | Buy |
24,075
+3,179
| +15% | +$49.5K | ﹤0.01% | 2380 |
|
|
2023
Q3 | $293K | Buy |
+20,896
| New | +$294K | ﹤0.01% | 2441 |
|
|
2023
Q1 | – | Sell |
-17,805
| Closed | -$189K | – | 2719 |
|
|
2022
Q4 | $189K | Hold |
17,805
| – | – | ﹤0.01% | 2450 |
|
|
2022
Q3 | $175K | Sell |
17,805
-10,537
| -37% | -$126K | ﹤0.01% | 2627 |
|
|
2022
Q2 | $369K | Hold |
28,342
| – | – | ﹤0.01% | 2398 |
|
|
2022
Q1 | $382K | Hold |
28,342
| – | – | ﹤0.01% | 2539 |
|
|
2021
Q4 | $482K | Hold |
28,342
| – | – | ﹤0.01% | 2573 |
|
|
2021
Q3 | $370K | Hold |
28,342
| – | – | ﹤0.01% | 2583 |
|
|
2021
Q2 | $393K | Buy |
28,342
+10,537
| +59% | +$148K | ﹤0.01% | 2596 |
|
|
2021
Q1 | $255K | Hold |
17,805
| – | – | ﹤0.01% | 2519 |
|
|
2020
Q4 | $269K | Hold |
17,805
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q3 | $246K | Hold |
17,805
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q2 | $316K | Sell |
17,805
-17,636
| -50% | -$312K | ﹤0.01% | 2263 |
|
|
2020
Q1 | $635K | Sell |
35,441
-4,700
| -12% | -$108K | ﹤0.01% | 1881 |
|
|
2019
Q4 | $1.12M | Buy |
40,141
+1,534
| +4% | +$44.4K | ﹤0.01% | 1851 |
|
|
2019
Q3 | $1.16M | Buy |
38,607
+5,116
| +15% | +$140K | ﹤0.01% | 1881 |
|
|
2019
Q2 | $934K | Buy |
33,491
+11,112
| +50% | +$325K | ﹤0.01% | 1918 |
|
|
2019
Q1 | $694K | Buy |
22,379
+454
| +2% | +$16.3K | ﹤0.01% | 1969 |
|
|
2018
Q4 | $831K | Hold |
21,925
| – | – | ﹤0.01% | 1824 |
|
|
2018
Q3 | $1.06M | Buy |
21,925
+18
| +0.1% | +$774 | ﹤0.01% | 1787 |
|
|
2018
Q2 | $769K | Sell |
21,907
-1,455
| -6% | -$49.5K | ﹤0.01% | 1914 |
|
|
2018
Q1 | $745K | Buy |
23,362
+3,948
| +20% | +$119K | ﹤0.01% | 1874 |
|
|
2017
Q4 | $531K | Buy |
19,414
+8,314
| +75% | +$209K | ﹤0.01% | 1948 |
|
|
2017
Q3 | $255K | Sell |
11,100
-8,096
| -42% | -$184K | ﹤0.01% | 2146 |
|
|
2017
Q2 | $484K | Buy |
19,196
+8,096
| +73% | +$199K | ﹤0.01% | 1896 |
|
|
2017
Q1 | $272K | Buy |
+11,100
| New | +$291K | ﹤0.01% | 2046 |
|
|
2016
Q4 | – | Sell |
-17,500
| Closed | -$441K | – | 2664 |
|
|
2016
Q3 | $441K | Hold |
17,500
| – | – | ﹤0.01% | 2048 |
|
|
2016
Q2 | $325K | Hold |
17,500
| – | – | ﹤0.01% | 2189 |
|
|
2016
Q1 | $312K | Buy |
17,500
+2,000
| +13% | +$37.1K | ﹤0.01% | 2194 |
|
|
2015
Q4 | $359K | Sell |
15,500
-3,400
| -18% | -$93.6K | ﹤0.01% | 2250 |
|
|
2015
Q3 | $558K | Sell |
18,900
-1,200
| -6% | -$32.4K | ﹤0.01% | 1968 |
|
|
2015
Q2 | $486K | Buy |
20,100
+4,000
| +25% | +$102K | ﹤0.01% | 2081 |
|
|
2015
Q1 | $412K | Buy |
16,100
+700
| +5% | +$16.5K | ﹤0.01% | 2089 |
|
|
2014
Q4 | $315K | Hold |
15,400
| – | – | ﹤0.01% | 2202 |
|
|
2014
Q3 | $199K | Buy |
+15,400
| New | +$201K | ﹤0.01% | 2388 |
|
Other funds holding UVE
DSC
VCM
VPM
