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Winton Group’s Universal Insurance Holdings UVE Stock Holding History

Winton Group’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
2023
Q3 		– Sell
-16,491
Closed -$254K – 938
2023
Q2 		$254K Buy
+16,491
New +$273K 0.02% 582
2022
Q4 		– Sell
-25,406
Closed -$250K – 1044
2022
Q3 		$250K Sell
25,406
-7,353
-22% -$88K 0.02% 842
2022
Q2 		$427K Sell
32,759
-29,839
-48% -$376K 0.02% 731
2022
Q1 		$844K Buy
62,598
+20,880
+50% +$313K 0.04% 523
2021
Q4 		$709K Buy
+41,718
New +$630K 0.04% 572
2020
Q3 		– Sell
-94,724
Closed -$1.68M – 1620
2020
Q2 		$1.68M Sell
94,724
-117,485
-55% -$2.08M 0.04% 733
2020
Q1 		$3.8M Sell
212,209
-56,447
-21% -$1.3M 0.1% 353
2019
Q4 		$7.52M Buy
268,656
+253,773
+1,705% +$7.34M 0.11% 329
2019
Q3 		$446K Sell
14,883
-16,087
-52% -$439K 0.01% 1128
2019
Q2 		$864K Buy
30,970
+4,119
+15% +$121K 0.02% 459
2019
Q1 		$832K Buy
26,851
+8,761
+48% +$314K 0.02% 394
2018
Q4 		$686K Sell
18,090
-275,663
-94% -$12M 0.01% 405
2018
Q3 		$14.3M Buy
293,753
+283,426
+2,745% +$12.2M 0.3% 118
2018
Q2 		$362K Buy
+10,327
New +$351K 0.01% 755

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winton Group's UVE Position: Q3 2023 in Review

Winton Group sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 16,491 shares — an estimated $254K sold.

Winton Group first reported a position in UVE in Q2 2018 and held it in 14 quarters. The position peaked at $14.3M in Q3 2018. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

  • Winton Group reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
  • Winton Group sold 16,491 Universal Insurance Holdings shares in Q3 2023, an estimated $254K.
  • Winton Group first reported a position in Universal Insurance Holdings in Q2 2018 and held it in 14 quarters.
  • Winton Group's Universal Insurance Holdings position peaked at $14.3M in Q3 2018.
  • 144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on Winton Group's 13F filing for Q3 2023, filed 13 Nov 2023.