Y-Intercept (HK)’s Universal Insurance Holdings UVE Stock Holding History

Y-Intercept (HK)’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	$1.78M	Buy	43,065 +22,168	+106%	+$835K	0.04%	772
2026 Q1	$714K	Sell	20,897 -19,058	-48%	-$613K	0.01%	1153
2025 Q4	$1.35M	Sell	39,955 -21,983	-35%	-$701K	0.03%	825
2025 Q3	$1.63M	Buy	61,938 +16,713	+37%	+$412K	0.04%	726
2025 Q2	$1.25M	Buy	45,225 +35,150	+349%	+$892K	0.03%	837
2025 Q1	$239K	Sell	10,075 -9,026	-47%	-$186K	0.02%	987
2024 Q4	$402K	Sell	19,101 -3,305	-15%	-$69.2K	0.03%	825
2024 Q3	$497K	Sell	22,406 -27	-0.1%	-$545	0.03%	777
2024 Q2	$421K	Buy	22,433 +2,144	+11%	+$41.7K	0.02%	894
2024 Q1	$412K	Buy	20,289 +9,997	+97%	+$180K	0.03%	813
2023 Q4	$164K	Buy	+10,292	New	+$160K	0.02%	1036

Other funds holding UVE

Empirical Wealth Management Seattle, Washington $6.82B 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

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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Torren Management San Diego, California $197M AUM