Universal Corporation
US ˙ NYSE ˙ US9134561094

SecurityUVV / Universal Corporation
InstitutionCerity Partners LLC
Latest Disclosed Ownership25,970 shares
Latest Disclosed Value $ 1,368,619
Cerity Partners LLC reports 0.67% decrease in ownership of UVV / Universal Corporation

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 25,970 shares of Universal Corporation (US:UVV) valued at $1,368,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 26,145 shares of Universal Corporation. This represents a change in shares of -0.67% during the quarter. The current value of the position is $1,396,147 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNIVERSAL CORP VA MTNS BK EN COM 913456109 25,970 -175 -0.67 1,369 -0.80 0.0010
2026-02-11 2025-12-31 13F UNIVERSAL CORP VA COM 913456109 26,145 -142 -0.54 1,379 -6.06 0.0020
2025-10-22 2025-09-30 13F UNIVERSAL CORP VA COM 913456109 26,287 2,265 9.43 1,469 4.93 0.0024
2025-08-13 2025-06-30 13F UNIVERSAL CORP VA Stock 913456109 24,022 860 3.71 1,399 7.78 0.0025
2025-04-30 2025-03-31 13F UNIVERSAL CORP VA Stock 913456109 23,162 -38,983 -62.73 1,298 -61.88 0.0026
2025-02-13 2024-12-31 13F UNIVERSAL CORP VA COM 913456109 62,145 37,141 148.54 3,405 156.59 0.0074
2024-11-12 2024-09-30 13F UNIVERSAL CORP VA Stock 913456109 25,004 4,935 24.59 1,328 37.23 0.0029
2024-08-13 2024-06-30 13F UNIVERSAL CORP VA Stock 913456109 20,069 -510 -2.48 967 -9.12 0.0025
2024-05-14 2024-03-31 13F UNIVERSAL CORP VA Stock 913456109 20,579 580 2.90 1,064 -20.95 0.0028
2024-01-26 2023-12-31 13F UNIVERSAL CORP VA Stock 913456109 19,999 19,999 1,346 0.0044
2023-11-14 2023-09-30 13F UNIVERSAL CORP VA Stock 913456109 0 -17,798 -100.00 0 -100.00
2023-08-14 2023-06-30 13F UNIVERSAL CORP VA Stock 913456109 17,798 155 0.88 889 -39.18 0.0035
2023-05-11 2023-03-31 13F UNIVERSAL CORP VA COM 913456109 17,643 0 0.00 1,460 56.82 0.0034
2023-02-15 2022-12-31 13F UNIVERSAL CORP VA Stock 913456109 17,643 39 0.22 931 14.80 0.0060
2022-11-14 2022-09-30 13F UNIVERSAL CORP VA Stock 913456109 17,604 2,208 14.34 811 -12.89 0.0097
2022-08-10 2022-06-30 13F UNIVERSAL CORP VA COM 913456109 15,396 113 0.74 931 4.96 0.0103
2022-04-25 2022-03-31 13F UNIVERSAL CORP VA Stock 913456109 15,283 29 0.19 887 5.85 0.0138
2022-02-14 2021-12-31 13F UNIVERSAL CORP VA Stock 913456109 15,254 8 0.05 838 13.70 0.0128
2021-10-25 2021-09-30 13F Universal Corp Va Stock 913456109 15,246 4,357 40.01 737 18.87 0.0162
2021-08-11 2021-06-30 13F UNIVERSAL CORP VA Stock 913456109 10,889 0 0.00 620 -3.43 0.0136
2021-08-11 2021-03-31 13F/A-1 UNIVERSAL CORP VA Stock 913456109 10,889 0 0.00 642 21.36 0.0152
2021-05-12 2021-03-31 13F UNIVERSAL CORP VA Stock 913456109 10,889 0 642 0.0190
2021-02-11 2020-12-31 13F UNIVERSAL CORP VA Stock 913456109 10,889 0 0.00 529 16.01 0.0170
2020-11-12 2020-09-30 13F UNIVERSAL CORP VA COM 913456109 10,889 3,568 48.74 456 46.62 0.0188
2020-08-17 2020-06-30 13F/A-1 UNIVERSAL CORP VA COM 913456109 7,321 0 0.00 311 -4.01 0.0172
2020-08-14 2020-06-30 13F UNIVERSAL CORP VA COM 913456109 7,321 0 311 17,152.3938
2020-05-14 2020-03-31 13F UNIVERSAL CORP VA COM 913456109 7,321 0 0.00 324 -22.49 0.0204
2020-02-14 2019-12-31 13F UNIVERSAL CORP VA COM 913456109 7,321 0 0.00 418 4.24 0.0213
2019-10-30 2019-09-30 13F UNIVERSAL CORP VA COM 913456109 7,321 7,321 401 0.0235
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.