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Venturi Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Venturi Wealth 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
2024
Q4 		– Sell
-193
Closed -$4.28K – 2059
2024
Q3 		$4.28K Buy
+193
New +$3.9K ﹤0.01% 1513

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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 $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Venturi Wealth Management's UVE Position: Q4 2024 in Review

Venturi Wealth Management sold out of Universal Insurance Holdings (UVE) in Q4 2024, closing a stake of 193 shares — an estimated $4.28K sold.

Venturi Wealth Management first reported a position in UVE in Q3 2024 and held it in 1 quarter. The position peaked at $4.28K in Q3 2024. 168 funds tracked by Wall St. Rank hold UVE as of Q4 2024.

  • Venturi Wealth Management reported no remaining Universal Insurance Holdings position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 193 Universal Insurance Holdings shares in Q4 2024, an estimated $4.28K.
  • Venturi Wealth Management first reported a position in Universal Insurance Holdings in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Universal Insurance Holdings position peaked at $4.28K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.