Filing Research | UVE - UNIVERSAL INS HLDGS INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Sowell Financial Services LLC	Shares	80.6KSH	$3.3M
2	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	68.6KSH	$2.8M
3	Y-Intercept (Hong Kong) Ltd	Shares	43.1KSH	$1.8M
4	Unison Advisors LLC	Shares	39.0KSH	$1.6M
5	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	34.3KSH	$1.4M
6	Rockwood Wealth Management, LLC	Shares	23.9KSH	$987.2K
7	A&I FINANCIAL SERVICES, LLC	Shares	23.4KSH	$966.7K
8	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	13.7KSH	$567.1K
9	Mirae Asset Global Investments Co., Ltd.	Shares	12.1KSH	$500.3K
10	Clark Asset Management, LLC	Shares	8.2KSH	$337.1K
11	CWA Asset Management Group, LLC	Shares	7.3KSH	$300.9K
12	EXCHANGE TRADED CONCEPTS, LLC	Shares	7.2KSH	$296.4K
13	Police & Firemen's Retirement System of New Jersey	Shares	7.0KSH	$290.3K
14	IFP Advisors, Inc	Shares	5.6KSH	$232.4K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.4KSH	$227.5K
16	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	2.2KSH	$91.0K
17	GAMMA Investing LLC	Shares	1.2KSH	$48.2K
18	Versant Capital Management, Inc	Shares	596SH	$24.7K
19	SIGNATUREFD, LLC	Shares	326SH	$13.5K
20	EverSource Wealth Advisors, LLC	Shares	215SH	$8.9K
21	City State Bank	Shares	171SH	$7.1K
22	VISION FINANCIAL MARKETS LLC	Shares	104SH	$4.4K
23	SJS Investment Consulting Inc.	Shares	55SH	$2.3K
24	Fortitude Family Office, LLC	Shares	48SH	$2.0K
25	Bogart Wealth, LLC	Shares	30SH	$1.2K
26	Physician Wealth Advisors, Inc.	Shares	30SH	$1.2K
27	Torren Management, LLC	Shares	30SH	$1.2K
28	Farther Finance Advisors, LLC	Shares	23SH	$951
29	Valued Wealth Advisors LLC	Shares	21SH	$869
30	FARMERS & MERCHANTS INVESTMENTS INC	Shares	18SH	$744
31	CoreCap Advisors, LLC	Shares	15SH	$620
32	Hughes Financial Services, LLC	Shares	6SH	$248
33	SBI Securities Co., Ltd.	Shares	3SH	$124
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.3KSH	$95
35	State of Alaska, Department of Revenue	Shares	1.2KSH	$51

Manager changes2026-06-30 vs 2026-03-31

39 / 39 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+22.2K	+$1.1M	$1.8M
2	Sowell Financial Services LLC added	Shares	+4.0K	+$718.2K	$3.3M
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.6K	+$336.5K	$1.4M
4	Unison Advisors LLC added	Shares	+153	+$286.4K	$1.6M
5	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-7.5K	+$237.5K	$2.8M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+5.4K	+$227.5K	$227.5K
7	Rockwood Wealth Management, LLC unchanged	Shares	0	+$171.9K	$987.2K
8	A&I FINANCIAL SERVICES, LLC trimmed	Shares	-688	+$144.8K	$966.7K
9	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-100	+$95.3K	$567.1K
10	IFP Advisors, Inc added	Shares	+1.3K	+$84.6K	$232.4K
11	Clark Asset Management, LLC unchanged	Shares	0	+$58.7K	$337.1K
12	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+144	+$56.5K	$296.4K
13	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$50.5K	$290.3K
14	SIGNATUREFD, LLC added	Shares	+282	+$12.0K	$13.5K
15	GAMMA Investing LLC trimmed	Shares	-4	+$8.3K	$48.2K
16	City State Bank new	Shares	+171	+$7.1K	$7.1K
17	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$5.0K	$91.0K
18	Versant Capital Management, Inc unchanged	Shares	0	+$4.3K	$24.7K
19	SJS Investment Consulting Inc. new	Shares	+55	+$2.3K	$2.3K
20	Fortitude Family Office, LLC added	Shares	+28	+$1.3K	$2.0K
21	Bogart Wealth, LLC new	Shares	+30	+$1.2K	$1.2K
22	Valued Wealth Advisors LLC new	Shares	+21	+$869	$869
23	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$851	$4.4K
24	CoreCap Advisors, LLC new	Shares	+15	+$620	$620
25	CWA Asset Management Group, LLC trimmed	Shares	-1.5K	+$519	$300.9K
26	Torren Management, LLC unchanged	Shares	0	+$218	$1.2K
27	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$216	$1.2K
28	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$129	$744
29	Hughes Financial Services, LLC added	Shares	+1	+$77	$248
30	SBI Securities Co., Ltd. unchanged	Shares	0	+$22	$124
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$16	$95
32	State of Alaska, Department of Revenue unchanged	Shares	0	+$9	$51
33	True Wealth Design, LLC exited	Shares	-11	-$376	$0
34	EverSource Wealth Advisors, LLC trimmed	Shares	-77	-$1.1K	$8.9K
35	Farther Finance Advisors, LLC trimmed	Shares	-476	-$15.2K	$951
36	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-3.7K	-$40.9K	$500.3K
37	Commonwealth Financial Services, LLC exited	Shares	-7.4K	-$253.4K	$0
38	TOMPKINS FINANCIAL CORP exited	Shares	-10.9K	-$372.2K	$0
39	SIERRA SUMMIT ADVISORS LLC exited	Shares	-30.1K	-$1.0M	$0