"As of September 30, 2011, the Company's investment securities, at fair value, totaled $153.5 million"
"compared to $95.9 million at June 30, 2011."
"As of September 30, 2010, the Company's investments in trading securities totaled $104.4 million"
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Looks like UVE is making a far bigger bet than usual for Q4 in its investments.