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Versant Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Versant Capital 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
2026
Q3 		$25.1K Hold
596
– – ﹤0.01% 1833
2026
Q2 		$24.7K Hold
596
– – ﹤0.01% 1831
2026
Q1 		$20.4K Hold
596
– – ﹤0.01% 1815
2025
Q4 		$20.1K Hold
596
– – ﹤0.01% 1630
2025
Q3 		$15.7K Buy
596
+307
+106% +$7.58K ﹤0.01% 1712
2025
Q2 		$8.01K Buy
289
+59
+26% +$1.5K ﹤0.01% 1984
2025
Q1 		$5.45K Sell
230
-107
-32% -$2.21K ﹤0.01% 2000
2024
Q4 		$7.1K Buy
+337
New +$7.05K ﹤0.01% 1577
2023
Q4 		– Sell
-60
Closed -$841 – 2019
2023
Q3 		$841 Hold
60
– – ﹤0.01% 1573
2023
Q2 		$926 Hold
60
– – ﹤0.01% 1632
2023
Q1 		$1.1K Hold
60
– – ﹤0.01% 1416
2022
Q4 		$635 Hold
60
– – ﹤0.01% 1400
2022
Q3 		$1K Buy
+60
New +$718 ﹤0.01% 1365
2022
Q1 		– Sell
-125
Closed -$2K – 1640
2021
Q4 		$2K Hold
125
– – ﹤0.01% 1180
2021
Q3 		$2K Sell
125
-215
-63% -$2.93K ﹤0.01% 1178
2021
Q2 		$5K Buy
340
+87
+34% +$1.22K ﹤0.01% 929
2021
Q1 		$4K Buy
+253
New +$3.78K ﹤0.01% 1119
2020
Q4 		– Sell
-511
Closed -$7K – 1541
2020
Q3 		$7K Sell
511
-310
-38% -$5.47K ﹤0.01% 778
2020
Q2 		$14K Sell
821
-584
-42% -$10.3K 0.01% 531
2020
Q1 		$25K Buy
+1,405
New +$32.2K 0.01% 309

Other funds holding UVE

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Versant Capital Management's UVE Position: Q3 2026 in Review

Versant Capital Management held its Universal Insurance Holdings (UVE) position steady in Q3 2026 at 596 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Versant Capital Management first reported a position in UVE in Q1 2020 and has held it in 20 quarters since. 7 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

  • Versant Capital Management held 596 shares of Universal Insurance Holdings worth $25.1K as of Q3 2026.
  • Versant Capital Management left its Universal Insurance Holdings share count unchanged in Q3 2026.
  • Universal Insurance Holdings made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #1833 holding.
  • Versant Capital Management first reported a position in Universal Insurance Holdings in Q1 2020 and has held it in 20 quarters since.
  • 7 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.