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Universal Insurance Holdings shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Universal Insurance Holdings (UVE) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Universal Insurance Holdings

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All positions including Universal Insurance Holdings held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Universal Insurance Holdings by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3k 193 22.16

More positions owned by Venturi Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Broad Usd High (USHY)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Q2 Holdings (QTWO)
Apple (AAPL)
Capital Group International SHS (CGIE)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
NVIDIA Corporation (NVDA)
Atlas Energy Solutions Com New (AESI)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Venturi Wealth Management

Top funds holding Universal Insurance Holdings

BlackRock
BlackRock
Vanguard Group
Donald Smith & Co
Dimensional Fund Advisors
Goldman Sachs Group
Geode Capital Management
State Street Corporation
American Century Companies
Arrowstreet Capital, Limited Partnership
Morgan Stanley
Arrowpoint Asset Management
Jacobs Levy Equity Management
Charles Schwab Investment Management
Renaissance Technologies

View all funds holding Universal Insurance Holdings