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Equibles

Rockwood Wealth Management, LLC

Position in UVE — Universal Insurance Holdings, Inc.

CIK 1983670 New Hope, PA
Back to UVE Full portfolio

Position in UVE

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$987,221
+$171,856 QoQ
Shares Held
23,869
0.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
6.53%
of 13F equity value
Holder Rank
#98
of 219 holders
Holding Since
Sep 2022
16 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, 2026

Rockwood Wealth Management, LLC holds $987,221 across 1 Insurance - Property & Casualty name. UVE ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UVE
Universal Insurance Holdings, Inc.
This page 		23,869 $987,221

All Filings in UVE

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $987,221 23,869
2026-03-31 $815,365 23,869
2025-12-31 $806,772 23,869
2025-09-30 $627,754 23,869
2025-06-30 $454,023 16,373
2025-03-31 $388,040 16,373
2024-12-31 $344,815 16,373
2024-09-30 $244,557 11,036
2024-06-30 $207,035 11,036
2024-03-31 $224,251 11,036
2023-12-31 $176,355 11,036
2023-09-30 $154,724 11,036
2023-06-30 $170,285 11,036
2023-03-31 $201,075 11,036
2022-12-31 $116,871 11,036
2022-09-30 $108,704 11,036