Valued Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

Valued Wealth 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	$869	Buy	+21	New	+$791	﹤0.01%	794

Other funds holding UVE

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

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

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

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

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

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

Mirae Asset Global Investments

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

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

Valued Wealth Advisors's UVE Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Universal Insurance Holdings (UVE) in Q2 2026: 21 shares worth $869. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings.

35 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Valued Wealth Advisors held 21 shares of Universal Insurance Holdings worth $869 as of Q2 2026.
Universal Insurance Holdings was a new Valued Wealth Advisors position in Q2 2026.
Universal Insurance Holdings made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #794 holding.
35 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.