USA Financial Formulas’s Universal Insurance Holdings UVE Stock Holding History

USA Financial Formulas’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 Q1	–	Sell	-592	Closed	-$20K	–	522
2025 Q4	$20K	Buy	+592	New	+$18.9K	﹤0.01%	263
2019 Q1	–	Sell	-15,194	Closed	-$738K	–	340
2018 Q4	$738K	Sell	15,194 -5,636	-27%	-$245K	0.18%	91
2018 Q3	$731K	Buy	+20,830	New	+$895K	0.19%	87
2015 Q3	–	Sell	-80,083	Closed	-$1.94M	–	204
2015 Q2	$1.94M	Buy	+80,083	New	+$2.04M	0.6%	51

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USA Financial Formulas's UVE Position: Q1 2026 in Review

USA Financial Formulas sold out of Universal Insurance Holdings (UVE) in Q1 2026, closing a stake of 592 shares — an estimated $20K sold.

USA Financial Formulas first reported a position in UVE in Q2 2015 and held it in 4 quarters. The position peaked at $1.94M in Q2 2015. 215 funds tracked by Wall St. Rank hold UVE as of Q1 2026.

USA Financial Formulas reported no remaining Universal Insurance Holdings position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 592 Universal Insurance Holdings shares in Q1 2026, an estimated $20K.
USA Financial Formulas first reported a position in Universal Insurance Holdings in Q2 2015 and held it in 4 quarters.
USA Financial Formulas's Universal Insurance Holdings position peaked at $1.94M in Q2 2015.
215 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.