UVE β€” Universal Insurance Holdings I

Ownership history in TOMPKINS FINANCIAL CORP  Β·  11 quarters on record

AI Ownership Summary

TOMPKINS FINANCIAL CORP reported Universal Insurance Holdings I (UVE) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows UVE at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOMPKINS FINANCIAL CORP's position in Universal Insurance Holdings I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UVE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOMPKINS FINANCIAL CORP held UVE β€” position size vs. price
% of Fund (quarterly)    UVE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,897 β€” 0% 0.03% $372K 2026-04-09 $35.23
2025 Q4 UNCHANGED 10,897 β€” 0% 0.03% $368K 2026-01-08 $31.32
2025 Q3 UNCHANGED 10,897 β€” 0% 0.02% $287K 2025-10-08 $29.59
2025 Q2 UNCHANGED 10,897 β€” 0% 0.03% $302K 2025-07-10 $23.82
2025 Q1 UNCHANGED 10,897 β€” 0% 0.02% $258K 2025-04-07 $20.69
2024 Q4 UNCHANGED 10,897 β€” 0% 0.02% $229K 2025-01-15 $18.85
2024 Q3 UNCHANGED 10,897 β€” 0% 0.02% $241K 2024-11-01 $19.23
2024 Q2 UNCHANGED 10,897 β€” 0% 0.02% $204K 2024-07-17 $18.75
2024 Q1 UNCHANGED 10,897 β€” 0% 0.03% $221K 2024-04-08 $18.06
2023 Q4 UNCHANGED 10,897 β€” 0% 0.02% $174K 2024-01-08 $15.59
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About TOMPKINS FINANCIAL CORP and UVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOMPKINS FINANCIAL CORP reported owning UVE?

TOMPKINS FINANCIAL CORP reported UVE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UVE position in TOMPKINS FINANCIAL CORP's portfolio?

The largest reported portfolio weight for UVE was 0.03% in 2026 Q1.

What is the latest reported UVE position on this page?

The most recent filing on this page is 2026 Q1, when TOMPKINS FINANCIAL CORP reported 10,897 shares, equal to 0.03% of portfolio, with an estimated market value of $372K.

What does the chart on this UVE ownership page compare?

The chart compares TOMPKINS FINANCIAL CORP's quarterly UVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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