Unison Advisors’s Universal Insurance Holdings UVE Stock Holding History

Unison Advisors’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	$1.61M	Buy	39,047 +153	+0.4%	+$5.76K	0.11%	79
2026 Q1	$1.33M	Buy	38,894 +165	+0.4%	+$5.31K	0.1%	83
2025 Q4	$1.31M	Buy	38,729 +214	+0.6%	+$6.83K	0.11%	80
2025 Q3	$1.01M	Buy	38,515 +239	+0.6%	+$5.9K	0.09%	94
2025 Q2	$1.06M	Buy	38,276 +285	+0.8%	+$7.23K	0.12%	86
2025 Q1	$900K	Buy	37,991 +557	+1%	+$11.5K	0.11%	91
2024 Q4	$788K	Buy	37,434 +308	+0.8%	+$6.44K	0.09%	112
2024 Q3	$823K	Buy	37,126 +315	+0.9%	+$6.36K	0.1%	105
2024 Q2	$691K	Buy	36,811 +309	+0.8%	+$6.01K	0.09%	119
2024 Q1	$742K	Buy	36,502 +280	+0.8%	+$5.04K	0.07%	113
2023 Q4	$579K	Buy	36,222 +421	+1%	+$6.56K	0.06%	135
2023 Q3	$502K	Buy	35,801 +366	+1%	+$5.14K	0.06%	137
2023 Q2	$547K	Buy	35,435 +302	+0.9%	+$5K	0.06%	117
2023 Q1	$640K	Buy	35,133 +1,139	+3%	+$16.8K	0.07%	106
2022 Q4	$360K	Buy	33,994 +449	+1%	+$4.57K	0.05%	160
2022 Q3	$330K	Buy	33,545 +8,449	+34%	+$101K	0.06%	154
2022 Q2	$327K	Buy	25,096 +309	+1%	+$3.9K	0.08%	138
2022 Q1	$334K	Buy	24,787 +415	+2%	+$6.22K	0.08%	148
2021 Q4	$414K	Buy	24,372 +296	+1%	+$4.47K	0.1%	130
2021 Q3	$314K	Buy	24,076 +275	+1%	+$3.75K	0.08%	153
2021 Q2	$330K	Buy	23,801 +259	+1%	+$3.64K	0.06%	152
2021 Q1	$338K	Buy	23,542 +226	+1%	+$3.38K	0.07%	155
2020 Q4	$352K	Buy	23,316 +4,122	+21%	+$58.1K	0.08%	124
2020 Q3	$265K	Buy	19,194 +175	+0.9%	+$3.09K	0.08%	109
2020 Q2	$338K	Buy	19,019 +182	+1%	+$3.22K	0.11%	83
2020 Q1	$337K	Buy	18,837 +195	+1%	+$4.47K	0.36%	77
2019 Q4	$522K	Buy	18,642 +102	+0.6%	+$2.95K	0.38%	73
2019 Q3	$556K	Buy	18,540 +102	+0.6%	+$2.79K	0.43%	73
2019 Q2	$515K	Buy	18,438 +92	+0.5%	+$2.69K	0.39%	74
2019 Q1	$569K	Buy	18,346 +140	+0.8%	+$5.02K	0.42%	74
2018 Q4	$690K	Buy	18,206 +60	+0.3%	+$2.61K	0.55%	71
2018 Q3	$881K	Buy	18,146 +38	+0.2%	+$1.63K	0.62%	66
2018 Q2	$639K	Buy	18,108 +8,136	+82%	+$277K	0.47%	68
2018 Q1	$318K	Buy	9,972 +143	+1%	+$4.3K	0.24%	93
2017 Q4	$269K	Buy	+9,829	New	+$247K	0.2%	120

Other funds holding UVE

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Unison Advisors's UVE Position: Q2 2026 in Review

Unison Advisors increased its Universal Insurance Holdings (UVE) stake by 0.39% in Q2 2026, buying an estimated $5.76K and bringing the position to 39,047 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #79.

Unison Advisors first reported a position in UVE in Q4 2017 and has held it in 35 quarters since. 35 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Unison Advisors held 39,047 shares of Universal Insurance Holdings worth $1.61M as of Q2 2026.
Unison Advisors bought 153 Universal Insurance Holdings shares in Q2 2026, an estimated $5.76K.
Universal Insurance Holdings made up 0.11% of Unison Advisors's portfolio in Q2 2026, its #79 holding.
Unison Advisors first reported a position in Universal Insurance Holdings in Q4 2017 and has held it in 35 quarters since.
35 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.