VISION FINANCIAL MARKETS LLC UVE UNIVERSAL INS HLDGS INC

Ownership history in VISION FINANCIAL MARKETS LLC  ·  5 quarters on record

AI Ownership Summary

VISION FINANCIAL MARKETS LLC reported UNIVERSAL INS HLDGS INC (UVE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows UVE at 0.00% 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.

What this UVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VISION FINANCIAL MARKETS LLC's position in UNIVERSAL INS HLDGS INC, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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 VISION FINANCIAL MARKETS LLC held UVE — position size vs. price
% of Fund (quarterly)    UVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 104 +1 +1.0% 0.00% $4K 2026-04-24 $39.32
2025 Q4 UNCHANGED 103 0% 0.00% $3K 2026-01-22 $29.10
2025 Q3 ADDED 103 +1 +1.0% 0.00% $3K 2025-11-06 $32.20
2025 Q2 ADDED 102 +1 +1.0% 0.00% $3K 2025-08-01 $22.60
2025 Q1 INITIATED 101 0.00% $2K 2025-05-09 $25.38

FAQ About VISION FINANCIAL MARKETS LLC and UVE

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

How long has VISION FINANCIAL MARKETS LLC reported owning UVE?

VISION FINANCIAL MARKETS LLC reported UVE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported UVE position in VISION FINANCIAL MARKETS LLC's portfolio?

The largest reported portfolio weight for UVE was 0.00% in 2025 Q4.

What is the latest reported UVE position on this page?

The most recent filing on this page is 2026 Q1, when VISION FINANCIAL MARKETS LLC reported 104 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this UVE ownership page compare?

The chart compares VISION FINANCIAL MARKETS LLC'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.

How well did VISION FINANCIAL MARKETS LLC time their UVE position?

Based on 13F filing dates vs. subsequent UVE price moves, VISION FINANCIAL MARKETS LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on UVE relative to SPY over the holding period was +22.1%.

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