Wipfli Financial Advisors’s Universal Insurance Holdings UVE Stock Holding History

Wipfli Financial 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
2022 Q3	$1K	Buy	+74	New	+$886	﹤0.01%	2509

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wipfli Financial Advisors's UVE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Universal Insurance Holdings (UVE) in Q3 2022: 74 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2509 among its holdings.

136 funds tracked by Wall St. Rank hold UVE as of Q3 2022.

Wipfli Financial Advisors held 74 shares of Universal Insurance Holdings worth $1K as of Q3 2022.
Universal Insurance Holdings was a new Wipfli Financial Advisors position in Q3 2022.
Universal Insurance Holdings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2509 holding.
136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.