LPL Financial LLC
- SEC CIK
- 0001403438
- Latest filing
- Aug 7, 2026
UVE holding history
Universal Insurance Holdings, Inc. in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UVE overviewAll 13F holders of UVEFull Q2 2026 holdings
- Shares (Q2 2026)
- 43,927
- Value
- $1.82M
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 43,927 | $1.82M | <0.1% | +11,088+33.8% | Added | Holders |
| Q1 2026 | 32,839 | $1.12M | <0.1% | −6,128−15.7% | Reduced | Holders |
| Q4 2025 | 38,967 | $1.32M | <0.1% | +38,967 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −19,900−100.0% | Sold out | Holders |
| Q3 2024 | 19,900 | $441.0K | <0.1% | −4,570−18.7% | Reduced | Holders |
| Q2 2024 | 24,470 | $459.1K | <0.1% | +1,770+7.8% | Added | Holders |
| Q1 2024 | 22,700 | $461.3K | <0.1% | +8,700+62.1% | Added | Holders |
| Q4 2023 | 14,000 | $223.7K | <0.1% | +14,000 | New | Holders |