Universal Insurance Holdings, Inc.
UVE- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000891166
In the last 90 days, Universal Insurance Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 221 institutions reported holding it in 13F filings for Q2 2026, worth $893.8M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Universal Insurance Holdings, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 138
- +8 vs. Q3 2021
- Shares held
- 21.1M
- +312.4K (+1.5%) vs. Q3 2021
- Total value
- $359.3M
- +$87.6M (+32.3%) vs. Q3 2021
- New holders
- 20
- 46 more added
- Sold out
- 12
- 39 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UVE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 221 | $893.8M |
| Q1 2026 | 216 | $722.2M |
| Q4 2025 | 215 | $708.6M |
| Q3 2025 | 181 | $553.8M |
| Q2 2025 | 191 | $601.3M |
| Q1 2025 | 176 | $492.1M |
| Q4 2024 | 168 | $420.3M |
| Q3 2024 | 173 | $444.2M |
| Q2 2024 | 165 | $367.0M |
| Q1 2024 | 151 | $391.3M |
| Q4 2023 | 152 | $317.7M |
| Q3 2023 | 145 | $283.4M |
| Q2 2023 | 155 | $318.3M |
| Q1 2023 | 148 | $376.5M |
| Q4 2022 | 123 | $218.7M |
| Q3 2022 | 136 | $206.9M |
| Q2 2022 | 128 | $271.4M |
| Q1 2022 | 138 | $289.0M |
| Q4 2021 | 138 | $359.3M |
| Q3 2021 | 131 | $271.6M |
| Q2 2021 | 130 | $288.9M |
| Q1 2021 | 132 | $303.2M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Universal Insurance Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 10,700 | $182.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 10,218 | $174.0K | 0.00% | +620+6.5% | Added |
| MetLife Investment Management | 9,488 | $161.3K | 0.00% | +5,284+125.7% | Added |
| Simplex Trading, LLC | 6,849 | $116.0K | 0.00% | +5,875+603.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,480 | $93.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,368 | $74.3K | 0.00% | −2,567−37.0% | Reduced |
| Mutual of America Capital Management LLC | 3,832 | $65.0K | 0.00% | +80+2.1% | Added |
| Lazard Asset Management LLC | 2,870 | $48.0K | 0.00% | +2,870 | New |
| Ameritas Investment Partners, Inc. | 2,530 | $43.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,500 | $43.0K | 0.01% | +2,500 | New |
| The PNC Financial Services Group, Inc. | 1,848 | $31.0K | 0.00% | −70−3.6% | Reduced |
| Reilly Financial Advisors, LLC | 1,800 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,399 | $23.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,000 | $17.0K | 0.00% | +1,000 | New |
| Charter Oak Capital Management, LLC | 897 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 769 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 673 | $12.0K | 0.00% | −3,386−83.4% | Reduced |
| Captrust Financial Advisors | 657 | $11.0K | 0.00% | +530+417.3% | Added |
| Federation des caisses Desjardins du Quebec | 560 | $9.52K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 442 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 402 | $7.00K | 0.00% | +402 | New |
| Aquatic Capital Management LLC | 300 | $5.00K | 0.01% | +300 | New |
| Parkside Financial Bank & Trust | 246 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 223 | $4.00K | 0.00% | +54+32.0% | Added |
| Nisa Investment Advisors, LLC | 200 | $3.00K | 0.00% | −3,400−94.4% | Reduced |
| FMR LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 109 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 98 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 79 | $1.00K | 0.00% | +79 | New |
| Sageworth Trust Co of South Dakota | 88 | $1.00K | 0.00% | +88 | New |
| Quent Capital, LLC | 80 | $1.00K | 0.00% | +80 | New |
| Meeder Asset Management Inc | 2 | $0 | 0.00% | −434−99.5% | Reduced |
| Sageworth Trust Co | 27 | $0 | 0.00% | −93−77.5% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3 | $0 | 0.00% | +3 | New |
| Stadium Capital Management LLC | 0 | $0 | 0.00% | −442,489−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −117,947−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −55,619−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,001−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,254−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,518−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,495−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,481−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |