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, Q3 2024
Institutional positions in Universal Insurance Holdings, Inc. as of Sep 30, 2024. 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
- 173
- +10 vs. Q2 2024
- Shares held
- 20.0M
- +2.53M (+14.5%) vs. Q2 2024
- Total value
- $444.2M
- +$115.9M (+35.3%) vs. Q2 2024
- New holders
- 27
- 61 more added
- Sold out
- 17
- 52 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Universal Insurance Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $22 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $22 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $44 | 0.00% | −25−92.6% | Reduced |
| SRS Capital Advisors, Inc. | 5 | $111 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 11 | $244 | 0.00% | −5,550−99.8% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $399 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $776 | 0.00% | +25+250.0% | Added |
| Nisa Investment Advisors, LLC | 45 | $997 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 45 | $998 | 0.00% | +45 | New |
| Bessemer Group Inc | 35 | $1.00K | 0.00% | +35 | New |
| First Horizon Advisors, Inc. | 47 | $1.04K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 52 | $1.15K | 0.00% | +52 | New |
| Quent Capital, LLC | 80 | $1.77K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 98 | $2.17K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 101 | $2.24K | 0.00% | +46+83.6% | Added |
| Lindbrook Capital, LLC | 102 | $2.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 133 | $2.95K | 0.00% | +133 | New |
| Harbour Investments, Inc. | 135 | $2.99K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 155 | $3.41K | 0.00% | −67−30.2% | Reduced |
| Capital Performance Advisors LLP | 161 | $3.57K | 0.00% | +161 | New |
| Group One Trading, L.P. | 193 | $4.28K | 0.00% | −2,811−93.6% | Reduced |
| Venturi Wealth Management, LLC | 193 | $4.28K | 0.00% | +193 | New |
| Ancora Advisors, LLC | 441 | $9.77K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 456 | $10.1K | 0.00% | +196+75.4% | Added |
| Dunhill Financial, LLC | 488 | $10.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 560 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 912 | $20.2K | 0.00% | −58−6.0% | Reduced |
| Amalgamated Bank | 944 | $21.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,077 | $23.9K | 0.00% | +53+5.2% | Added |
| TruNorth Capital Management, LLC | 1,155 | $25.6K | 0.01% | +755+188.8% | Added |
| CIBC Private Wealth Group, LLC | 1,323 | $29.3K | 0.00% | +1,210+1,070.8% | Added |
| Covestor Ltd | 1,881 | $42.0K | 0.03% | +1,328+240.1% | Added |
| Ameritas Investment Partners, Inc. | 2,020 | $44.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,171 | $48.1K | 0.01% | +776+55.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,200 | $48.8K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,254 | $50.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,524 | $56.0K | 0.00% | +723+40.1% | Added |
| Lazard Asset Management LLC | 3,675 | $81.0K | 0.00% | +168+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,702 | $82.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,236 | $116.0K | 0.00% | +273+5.5% | Added |
| Aigen Investment Management, LP | 9,094 | $201.5K | 0.04% | +9,094 | New |
| Manufacturers Life Insurance Company, The | 9,274 | $205.5K | 0.00% | +9,274 | New |
| New York State Common Retirement Fund | 9,705 | $215.1K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 10,000 | $221.6K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 10,164 | $225.2K | 0.02% | +10,164 | New |
| Occidental Asset Management, LLC | 10,450 | $231.6K | 0.04% | 00.0% | Unchanged |
| EMC Capital Management | 9,488 | $237.0K | 0.20% | +3,890+69.5% | Added |
| EP Wealth Advisors, LLC | 10,883 | $241.2K | 0.00% | +10,883 | New |
| Tompkins Financial Corp | 10,897 | $241.5K | 0.02% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 11,036 | $244.6K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 11,600 | $257.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,621 | $257.5K | 0.00% | +11,621 | New |
| Janus Henderson Group PLC | 11,771 | $261.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 11,810 | $261.7K | 0.05% | +612+5.5% | Added |
| Corton Capital Inc. | 11,946 | $264.7K | 0.13% | −11,688−49.5% | Reduced |
| Tower Research Capital LLC (TRC) | 12,647 | $280.3K | 0.01% | +8,556+209.1% | Added |
| Comerica Bank | 12,710 | $281.7K | 0.00% | +110+0.9% | Added |
| Corebridge Financial, Inc. | 12,807 | $283.8K | 0.00% | −79−0.6% | Reduced |
| Centiva Capital, LP | 12,839 | $284.5K | 0.01% | −1,083−7.8% | Reduced |
| State of Wyoming | 12,875 | $285.3K | 0.04% | −1,904−12.9% | Reduced |
| Sanctuary Advisors, LLC | 12,519 | $286.4K | 0.00% | −16,481−56.8% | Reduced |
| Wells Fargo & Company | 13,072 | $289.7K | 0.00% | +130+1.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,105 | $290.4K | 0.00% | +89+0.7% | Added |
| Deutsche Bank AG | 13,156 | $291.5K | 0.00% | +3,583+37.4% | Added |
| Versor Investments LP | 13,170 | $291.8K | 0.05% | +13,170 | New |
| Cambria Investment Management, L.P. | 14,066 | $311.7K | 0.02% | −5,260−27.2% | Reduced |
| Graham Capital Management, L.P. | 14,140 | $313.3K | 0.01% | +3,342+31.0% | Added |
| MetLife Investment Management | 14,507 | $321.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 14,905 | $330.3K | 0.00% | +14,905 | New |
| Foundations Investment Advisors, LLC | 15,000 | $332.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 15,100 | $334.6K | 0.00% | −9,300−38.1% | Reduced |
| Alberta Investment Management Corp | 15,100 | $334.6K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,234 | $337.6K | 0.00% | +15,234 | New |
| Savant Capital, LLC | 15,990 | $354.3K | 0.00% | −239−1.5% | Reduced |
| Bailard, Inc. | 16,800 | $372.3K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 20,024 | $384.3K | 0.00% | −471−2.3% | Reduced |
| Caxton Associates LP | 17,954 | $397.9K | 0.02% | +17,954 | New |
| Sterling Capital Management LLC | 17,996 | $398.8K | 0.01% | +17,996 | New |
| Occudo Quantitative Strategies LP | 18,029 | $399.5K | 0.07% | −569−3.1% | Reduced |
| Susquehanna International Group, LLP | 18,200 | $403.3K | 0.00% | −33,173−64.6% | Reduced |
| Alliancebernstein L.P. | 19,110 | $423.5K | 0.00% | −4,310−18.4% | Reduced |
| SG Americas Securities, LLC | 19,464 | $431.0K | 0.00% | +7,090+57.3% | Added |
| LPL Financial LLC | 19,900 | $441.0K | 0.00% | −4,570−18.7% | Reduced |
| Squarepoint Ops LLC | 20,125 | $446.0K | 0.00% | −6,444−24.3% | Reduced |
| Allianz Asset Management GmbH | 21,465 | $475.7K | 0.00% | +21,465 | New |
| State Board of Administration of Florida Retirement System | 22,123 | $490.2K | 0.00% | +22,123 | New |
| Principal Financial Group Inc | 22,255 | $493.2K | 0.00% | −2,708−10.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 22,406 | $496.5K | 0.03% | −27−0.1% | Reduced |
| Quest Partners LLC | 23,833 | $528.1K | 0.05% | −7,871−24.8% | Reduced |
| California State Teachers Retirement System | 25,589 | $567.1K | 0.00% | −1,039−3.9% | Reduced |
| Legal & General Group Plc | 26,336 | $583.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 30,451 | $584.4K | 0.01% | +20.0% | Added |
| Summit Global Investments | 26,556 | $588.0K | 0.04% | +26,556 | New |
| Cornercap Investment Counsel Inc | 26,610 | $589.7K | 0.17% | −29,892−52.9% | Reduced |
| Citigroup Inc | 27,667 | $613.1K | 0.00% | +20,747+299.8% | Added |
| Inspire Advisors, LLC | 27,730 | $614.5K | 0.07% | +4,672+20.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,800 | $616.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,595 | $636.0K | 0.00% | +28,595 | New |
| Public Employees Retirement System of Ohio | 29,959 | $663.9K | 0.00% | −176−0.6% | Reduced |
| Janney Montgomery Scott LLC | 30,955 | $686.0K | 0.00% | +30,955 | New |