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Equibles

LPL Financial LLC

Position in UVE — Universal Insurance Holdings, Inc.

CIK 1403438 FORT MILL, SC
Back to UVE Full portfolio

Position in UVE

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,816,820
+$695,040 QoQ
Shares Held
43,927
+33.8% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 219 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UVE Over Time

Shares Held

Position Value (USD)

Derivatives in UVE

reported options exposure · as of Sep 30, 2024
CallValue
$0
CallShares
0
PutValue
$383,368
PutShares
17,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. UVE ranks #24 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CB
Chubb Ltd
 576,647 $196,486,698
2 TRV
Travelers Companies, Inc.
 409,993 $135,346,889
3 PGR
Progressive Corp/Oh/
 444,022 $96,996,605
4 ALL
Allstate Corp
 374,144 $89,023,823
5 CINF
Cincinnati Financial Corp
 150,719 $27,904,115
6 ORI
Old Republic International Corp
 426,745 $17,462,405
7 MKL
Markel Group Inc.
 8,779 $17,145,474
8 WRB
Berkley W R Corp
 231,781 $16,347,513

All Filings in UVE

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,816,820 43,927
2026-03-31 $1,121,780 32,839
2025-12-31 $1,317,084 38,967
2024-09-30 $440,984 19,900
2024-09-30 $383,368 17,300
2024-06-30 $459,057 24,470
2024-06-30 $412,720 22,000
2024-03-31 $461,264 22,700
2024-03-31 $3,657 180
2023-12-31 $223,720 14,000
2023-12-31 $180,574 11,300