A&I FINANCIAL SERVICES, LLC
Position in UVE — Universal Insurance Holdings, Inc.
CIK 1728031
LONE TREE, CO
Position in UVE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$966,665
+$144,776 QoQ
Shares Held
23,372
-2.9% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
#99
of 218 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UVE Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026A&I FINANCIAL SERVICES, LLC holds $2,779,581 across 3 Insurance - Property & Casualty names. UVE ranks #1 (34.8% of the industry book) .
All Filings in UVE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,665 | 23,372 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $821,889 | 24,060 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $798,694 | 23,630 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $584,938 | 22,241 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $558,177 | 20,129 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||