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, Q1 2025
Institutional positions in Universal Insurance Holdings, Inc. as of Mar 31, 2025. 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
- 176
- +10 vs. Q4 2024
- Shares held
- 20.8M
- +887.7K (+4.5%) vs. Q4 2024
- Total value
- $492.1M
- +$73.5M (+17.6%) vs. Q4 2024
- New holders
- 26
- 57 more added
- Sold out
- 16
- 57 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Universal Insurance Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $48 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $119 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6 | $142 | 0.00% | +6 | New |
| US Bancorp | 9 | $213 | 0.00% | +9 | New |
| True Wealth Design, LLC | 11 | $261 | 0.00% | +3+37.5% | Added |
| Stephens Consulting, LLC | 15 | $356 | 0.00% | +15 | New |
| Fifth Third Bancorp | 16 | $379 | 0.00% | −15−48.4% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $427 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 18 | $427 | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 30 | $711 | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 31 | $735 | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 37 | $877 | 0.00% | +37 | New |
| Rothschild Investment LLC | 50 | $1.19K | 0.00% | +45+900.0% | Added |
| EverSource Wealth Advisors, LLC | 55 | $1.30K | 0.00% | −26−32.1% | Reduced |
| Parallel Advisors, LLC | 55 | $1.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 79 | $1.87K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 80 | $1.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 98 | $2.32K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $2.37K | 0.00% | +100 | New |
| Vision Financial Markets LLC | 101 | $2.39K | 0.00% | +101 | New |
| Lindbrook Capital, LLC | 102 | $2.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $3.20K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 192 | $4.48K | 0.00% | +37+23.9% | Added |
| Versant Capital Management, Inc | 230 | $5.45K | 0.00% | −107−31.8% | Reduced |
| IFP Advisors, Inc | 251 | $5.95K | 0.00% | +248+8,266.7% | Added |
| Sterling Capital Management LLC | 335 | $7.94K | 0.00% | −295−46.8% | Reduced |
| TruNorth Capital Management, LLC | 400 | $9.48K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 441 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 542 | $12.8K | 0.00% | −212−28.1% | Reduced |
| Covestor Ltd | 569 | $13.0K | 0.01% | −1,600−73.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 560 | $13.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 732 | $17.3K | 0.00% | +250+51.9% | Added |
| Quadrant Capital Group LLC | 897 | $21.3K | 0.00% | −15−1.6% | Reduced |
| Amalgamated Bank | 944 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,020 | $47.9K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,145 | $51.0K | 0.00% | −109−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,200 | $52.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,473 | $58.0K | 0.00% | −3,285−57.1% | Reduced |
| Quarry LP | 2,486 | $58.9K | 0.02% | +2,486 | New |
| State of Wyoming | 2,693 | $63.8K | 0.01% | +2,693 | New |
| CWM, LLC | 3,534 | $84.0K | 0.00% | +376+11.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,907 | $92.6K | 0.02% | +3,907 | New |
| Advisor Group Holdings, Inc. | 4,715 | $111.8K | 0.00% | +445+10.4% | Added |
| Sunbelt Securities, Inc. | 4,800 | $113.8K | 0.01% | −952−16.6% | Reduced |
| Great West Life Assurance Co | 4,852 | $115.0K | 0.00% | +212+4.6% | Added |
| KLP Kapitalforvaltning AS | 4,900 | $116.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,400 | $128.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 5,598 | $133.0K | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,829 | $138.1K | 0.00% | +2,127+57.5% | Added |
| Harvest Fund Management Co., Ltd | 6,259 | $148.0K | 0.01% | +6,259 | New |
| New York State Common Retirement Fund | 7,105 | $168.4K | 0.00% | −2,600−26.8% | Reduced |
| STRS Ohio | 7,600 | $180.1K | 0.00% | −7,500−49.7% | Reduced |
| Point72 Asset Management, L.P. | 8,703 | $206.3K | 0.00% | +8,703 | New |
| Marco Investment Management LLC | 10,000 | $237.0K | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 9,985 | $237.0K | 0.00% | +9,985 | New |
| Y-Intercept (Hong Kong) Ltd | 10,075 | $238.8K | 0.02% | −9,026−47.3% | Reduced |
| Occidental Asset Management, LLC | 10,450 | $247.7K | 0.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 10,579 | $250.7K | 0.01% | +10,579 | New |
| Tompkins Financial Corp | 10,897 | $258.3K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 11,541 | $273.5K | 0.00% | −171−1.5% | Reduced |
| Macquarie Group Ltd | 11,600 | $275.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,771 | $275.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,878 | $281.5K | 0.00% | −82−0.7% | Reduced |
| Victory Capital Management Inc | 11,971 | $283.7K | 0.00% | +563+4.9% | Added |
| Balyasny Asset Management LLC | 12,059 | $285.8K | 0.00% | +12,059 | New |
| Comerica Bank | 12,710 | $301.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 12,881 | $305.3K | 0.01% | −7,676−37.3% | Reduced |
| Aquatic Capital Management LLC | 12,986 | $307.8K | 0.01% | +7,238+125.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,976 | $331.2K | 0.00% | +630+4.7% | Added |
| Wells Fargo & Company | 14,011 | $332.1K | 0.00% | +207+1.5% | Added |
| Intech Investment Management LLC | 14,097 | $334.1K | 0.00% | +1,116+8.6% | Added |
| MetLife Investment Management | 14,163 | $335.7K | 0.00% | −344−2.4% | Reduced |
| Quest Partners LLC | 14,269 | $338.2K | 0.04% | +1,073+8.1% | Added |
| Bailard, Inc. | 14,500 | $343.6K | 0.01% | +14,500 | New |
| Foundations Investment Advisors, LLC | 15,000 | $355.5K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,002 | $355.5K | 0.00% | +2,813+23.1% | Added |
| Alberta Investment Management Corp | 15,100 | $357.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,507 | $361.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 16,275 | $385.7K | 0.01% | +11,206+221.1% | Added |
| Rockwood Wealth Management, LLC | 16,373 | $388.0K | 0.04% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 17,565 | $410.0K | 0.05% | +17,565 | New |
| SG Americas Securities, LLC | 17,658 | $418.0K | 0.00% | +2,851+19.3% | Added |
| Deutsche Bank AG | 19,946 | $472.7K | 0.00% | −1,216−5.7% | Reduced |
| Public Employees Retirement System of Ohio | 20,181 | $478.3K | 0.00% | −9,659−32.4% | Reduced |
| HSBC Holdings PLC | 20,549 | $486.6K | 0.00% | +20,549 | New |
| Engineers Gate Manager LP | 21,151 | $501.3K | 0.01% | −12,359−36.9% | Reduced |
| Graham Capital Management, L.P. | 24,656 | $584.3K | 0.02% | +653+2.7% | Added |
| Citigroup Inc | 24,672 | $584.7K | 0.00% | −1,984−7.4% | Reduced |
| Alliancebernstein L.P. | 25,003 | $592.6K | 0.00% | +7,363+41.7% | Added |
| ExodusPoint Capital Management, LP | 25,031 | $593.0K | 0.01% | +25,031 | New |
| Principal Financial Group Inc | 25,064 | $594.0K | 0.00% | +649+2.7% | Added |
| California State Teachers Retirement System | 25,077 | $594.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 26,336 | $624.2K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 27,800 | $658.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27,900 | $661.2K | 0.01% | +27,900 | New |
| Janney Montgomery Scott LLC | 30,580 | $725.0K | 0.00% | −387−1.2% | Reduced |
| Tudor Investment Corp Et Al | 31,167 | $738.7K | 0.01% | +31,167 | New |
| Integrated Quantitative Investments LLC | 31,286 | $741.5K | 0.37% | −22,680−42.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,416 | $744.6K | 0.01% | −10,095−24.3% | Reduced |