Position in UVE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$232,360
+$84,584 QoQ
Shares Held
5,618
+29.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 220 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UVE Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $14,472,762 across 40 Insurance - Property & Casualty names. UVE ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
18,260 | $6,027,991 | |
| 2 | CB |
Chubb Ltd
|
9,346 | $3,184,556 | |
| 3 | ALL |
Allstate Corp
|
4,857 | $1,155,674 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,207 | $1,137,469 | |
| 5 | ORI |
Old Republic International Corp
|
18,317 | $749,531 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,976 | $365,836 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
This page
|
5,618 | $232,360 | |
| 8 | L |
Loews Corp
|
1,770 | $200,381 |
All Filings in UVE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,360 | 5,618 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $147,776 | 4,326 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $94,504 | 2,796 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,413 | 472 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $24,069 | 868 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,948 | 251 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $63 | 3 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $2,804 | 200 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,086 | 200 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,644 | 200 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7 | 200 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,970 | 200 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,606 | 200 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,698 | 200 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,400 | 200 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,608 | 200 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $694 | 50 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $717 | 50 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||