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

Ziegler 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
2024
Q1 		$786K Buy
38,697
+2,585
+7% +$46.5K 0.03% 308
2023
Q4 		$577K Buy
+36,112
New +$562K 0.03% 346

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ziegler Capital Management's UVE Position: Q1 2024 in Review

Ziegler Capital Management increased its Universal Insurance Holdings (UVE) stake by 7.2% in Q1 2024, buying an estimated $46.5K and bringing the position to 38,697 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #308.

Ziegler Capital Management first reported a position in UVE in Q4 2023 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold UVE as of Q1 2024.

  • Ziegler Capital Management held 38,697 shares of Universal Insurance Holdings worth $786K as of Q1 2024.
  • Ziegler Capital Management bought 2,585 Universal Insurance Holdings shares in Q1 2024, an estimated $46.5K.
  • Universal Insurance Holdings made up 0.03% of Ziegler Capital Management's portfolio in Q1 2024, its #308 holding.
  • Ziegler Capital Management first reported a position in Universal Insurance Holdings in Q4 2023 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.