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 2024
Institutional positions in Universal Insurance Holdings, Inc. as of Dec 31, 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
- 168
- −5 vs. Q3 2024
- Shares held
- 20.0M
- −93.1K (−0.5%) vs. Q3 2024
- Total value
- $420.3M
- −$23.9M (−5.4%) vs. Q3 2024
- New holders
- 22
- 51 more added
- Sold out
- 27
- 57 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Universal Insurance Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $21 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $42 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $63 | 0.00% | +3 | New |
| Rothschild Investment LLC | 5 | $105 | 0.00% | −30−85.7% | Reduced |
| SBI Securities Co., Ltd. | 5 | $105 | 0.00% | +5 | New |
| True Wealth Design, LLC | 8 | $169 | 0.00% | −125−94.0% | Reduced |
| Pittenger & Anderson Inc | 11 | $242 | 0.00% | +11 | New |
| Farmers & Merchants Investments Inc | 18 | $379 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 31 | $653 | 0.00% | −21−40.4% | Reduced |
| Bessemer Group Inc | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $1.16K | 0.00% | −46−45.5% | Reduced |
| GeoWealth Management, LLC | 61 | $1.28K | 0.00% | +16+35.6% | Added |
| Skopos Labs, Inc. | 64 | $1.35K | 0.00% | +64 | New |
| First Horizon Advisors, Inc. | 79 | $1.66K | 0.00% | +32+68.1% | Added |
| Quent Capital, LLC | 80 | $1.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $1.71K | 0.00% | +81 | New |
| Geneos Wealth Management Inc. | 98 | $2.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 102 | $2.15K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 113 | $2.22K | 0.00% | −1,210−91.5% | Reduced |
| Harbour Investments, Inc. | 135 | $2.84K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 155 | $3.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 337 | $7.10K | 0.00% | +337 | New |
| TruNorth Capital Management, LLC | 400 | $8.42K | 0.00% | −755−65.4% | Reduced |
| Ancora Advisors, LLC | 441 | $9.29K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 482 | $10.2K | 0.00% | +26+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 560 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 630 | $13.3K | 0.00% | −17,366−96.5% | Reduced |
| Tower Research Capital LLC (TRC) | 754 | $15.9K | 0.00% | −11,893−94.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 900 | $19.0K | 0.00% | +900 | New |
| Quadrant Capital Group LLC | 912 | $19.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 944 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,020 | $42.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,169 | $45.0K | 0.03% | +288+15.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,200 | $46.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,254 | $47.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,158 | $67.0K | 0.00% | +634+25.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,702 | $78.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,270 | $90.0K | 0.00% | +3,193+296.5% | Added |
| Great West Life Assurance Co | 4,640 | $97.0K | 0.00% | −596−11.4% | Reduced |
| KLP Kapitalforvaltning AS | 4,900 | $103.2K | 0.00% | +4,900 | New |
| Quantbot Technologies LP | 5,069 | $106.8K | 0.00% | +5,058+45,981.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,400 | $113.7K | 0.00% | +5,400 | New |
| EMC Capital Management | 5,598 | $118.0K | 0.07% | −3,890−41.0% | Reduced |
| Sunbelt Securities, Inc. | 5,752 | $118.3K | 0.01% | +5,752 | New |
| Lazard Asset Management LLC | 5,758 | $121.0K | 0.00% | +2,083+56.7% | Added |
| Aquatic Capital Management LLC | 5,748 | $121.1K | 0.00% | +5,748 | New |
| New York State Common Retirement Fund | 9,705 | $204.4K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 10,000 | $210.6K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 10,164 | $214.1K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 10,450 | $220.1K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10,897 | $229.5K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,408 | $240.3K | 0.00% | +11,408 | New |
| Macquarie Group Ltd | 11,600 | $244.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 11,712 | $246.7K | 0.00% | −1,095−8.6% | Reduced |
| Janus Henderson Group PLC | 11,771 | $248.4K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,960 | $251.9K | 0.00% | −3,274−21.5% | Reduced |
| EP Wealth Advisors, LLC | 12,189 | $256.7K | 0.00% | +1,306+12.0% | Added |
| Squarepoint Ops LLC | 12,638 | $266.2K | 0.00% | −7,487−37.2% | Reduced |
| Comerica Bank | 12,710 | $267.7K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,981 | $273.4K | 0.00% | +12,981 | New |
| Quest Partners LLC | 13,196 | $277.9K | 0.04% | −10,637−44.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,346 | $281.1K | 0.00% | +241+1.8% | Added |
| Wells Fargo & Company | 13,804 | $290.7K | 0.00% | +732+5.6% | Added |
| Cambria Investment Management, L.P. | 14,393 | $303.1K | 0.02% | +327+2.3% | Added |
| MetLife Investment Management | 14,507 | $305.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,653 | $308.6K | 0.03% | +14,653 | New |
| SG Americas Securities, LLC | 14,807 | $312.0K | 0.00% | −4,657−23.9% | Reduced |
| Foundations Investment Advisors, LLC | 15,000 | $315.9K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 15,100 | $318.0K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 15,100 | $318.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,507 | $318.8K | 0.00% | +15,507 | New |
| Susquehanna International Group, LLP | 15,583 | $328.2K | 0.00% | −2,617−14.4% | Reduced |
| Rockwood Wealth Management, LLC | 16,373 | $336.6K | 0.04% | +5,337+48.4% | Added |
| Savant Capital, LLC | 16,037 | $337.7K | 0.00% | +47+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 16,089 | $338.8K | 0.03% | −55,497−77.5% | Reduced |
| Alliancebernstein L.P. | 17,640 | $371.5K | 0.00% | −1,470−7.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,711 | $373.0K | 0.00% | −60,576−77.4% | Reduced |
| Counterpoint Mutual Funds LLC | 18,990 | $399.9K | 0.05% | +7,180+60.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,101 | $402.3K | 0.03% | −3,305−14.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 20,557 | $432.9K | 0.01% | +20,557 | New |
| Deutsche Bank AG | 21,162 | $445.7K | 0.00% | +8,006+60.9% | Added |
| HRT Financial LP | 21,280 | $448.0K | 0.00% | −11,312−34.7% | Reduced |
| Franklin Resources Inc | 21,799 | $459.1K | 0.00% | +1,775+8.9% | Added |
| Graham Capital Management, L.P. | 24,003 | $505.5K | 0.02% | +9,863+69.8% | Added |
| Principal Financial Group Inc | 24,415 | $514.2K | 0.00% | +2,160+9.7% | Added |
| California State Teachers Retirement System | 25,077 | $528.1K | 0.00% | −512−2.0% | Reduced |
| Legal & General Group Plc | 26,336 | $554.6K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 26,610 | $560.4K | 0.18% | 00.0% | Unchanged |
| Citigroup Inc | 26,656 | $561.4K | 0.00% | −1,011−3.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,800 | $585.5K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 28,200 | $593.9K | 0.00% | +28,200 | New |
| Public Employees Retirement System of Ohio | 29,840 | $628.4K | 0.00% | −119−0.4% | Reduced |
| Voya Investment Management LLC | 30,685 | $646.2K | 0.00% | −642−2.0% | Reduced |
| Janney Montgomery Scott LLC | 30,967 | $652.0K | 0.00% | +120.0% | Added |
| Ensign Peak Advisors, Inc | 33,366 | $702.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 33,510 | $705.7K | 0.01% | −6,624−16.5% | Reduced |
| Martingale Asset Management L P | 35,792 | $753.8K | 0.02% | 00.0% | Unchanged |
| Unison Advisors LLC | 37,434 | $788.4K | 0.09% | +308+0.8% | Added |
| Alps Advisors Inc | 37,858 | $797.3K | 0.01% | +1,328+3.6% | Added |