Universal Insurance Holdings Inc (UVE) Ownership

20.64 ↑0.05 (0.24%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Universal Insurance Holdings Inc (UVE), owning a total of 2 million shares. Combined, the top 42 institutional holders of UVE own 71.11% of the company with a total of 20.3 million shares.

In the latest ownership report on September 30th 2024, the top 42 institutional holders decreased their combined ownership of UVE by 173 thousand shares. 10 institutions bought 423,035 total additional shares and increased their ownership by an average of 11.28%. However 9 institutions sold 596,218 total shares and decreased their ownership by an average of 10.8%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Universal Insurance Holdings decreased by a net total of -173,183 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	5.904%	2.746%	1,670,065	44,636	2024-09-30
Donald Smith & Co Inc	5.464%	-1.567%	1,545,676	-24,602	2024-09-30
Dimensional Fund Advisors, Inc.	5.268%	0.017%	1,489,974	247	2024-09-30
Goldman Sachs Group Inc	2.634%	5.985%	745,158	42,082	2024-09-30
Geode Capital Management, LLC	2.439%	7.668%	689,767	49,123	2024-09-30
State Street Corp	2.127%	0.163%	601,697	978	2024-09-30
American Century Companies Inc	1.950%	17.382%	551,465	81,662	2024-09-30
Arrowstreet Capital Limited Partnership	1.560%	-8.092%	441,177	-38,842	2024-09-30
Morgan Stanley - Brokerage Accounts	1.499%	-48.571%	424,032	-400,460	2024-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	1.379%	-6.024%	390,000	-25,000	2024-09-30
Jacobs Levy Equity Management, Inc.	1.289%	-3.183%	364,696	-11,988	2024-09-30
Charles Schwab Investment Management Inc	1.228%	22.403%	347,395	63,582	2024-09-30
Renaissance Technologies Corp	1.143%	24.836%	323,200	64,300	2024-09-30
AQR Capital Management LLC	1.111%	-7.752%	314,287	-26,411	2024-09-30
LSV Asset Management	1.037%	-6.352%	293,402	-19,900	2024-09-30
Two Sigma Advisers, LLC	1.019%	16.821%	288,216	41,500	2024-09-30
CWA Asset Management Group, LLC	1.009%	-10.498%	285,277	-33,460	2024-09-30
Bank of New York Mellon Corp	1.007%	-5.179%	284,824	-15,555	2024-09-30
Marshall Wace Asset Management Ltd	0.957%	14.811%	270,726	34,925	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.206%	2.836%	2,038,303	56,213	2024-06-30
Vanguard Group Inc	5.904%	2.746%	1,670,065	44,636	2024-09-30
Donald Smith & Co Inc	5.464%	-1.567%	1,545,676	-24,602	2024-09-30
Dimensional Fund Advisors, Inc.	5.268%	0.017%	1,489,974	247	2024-09-30
Goldman Sachs Group Inc	2.634%	5.985%	745,158	42,082	2024-09-30
Geode Capital Management, LLC	2.439%	7.668%	689,767	49,123	2024-09-30
Amvescap Plc.	2.248%	10.007%	656,058	59,680	2023-06-30
State Street Corp	2.127%	0.163%	601,697	978	2024-09-30
State Street Corporation	2.108%	1.508%	600,417	8,918	2024-03-31
American Century Companies Inc	1.950%	17.382%	551,465	81,662	2024-09-30
Millennium Management LLC	1.757%	-59.302%	505,251	-736,209	2023-12-31
Arrowstreet Capital Limited Partnership	1.560%	-8.092%	441,177	-38,842	2024-09-30
Morgan Stanley - Brokerage Accounts	1.499%	-48.571%	424,032	-400,460	2024-09-30
Rhino Investment Partners, Inc.	1.356%	-12.371%	407,860	-57,579	2023-03-31
Sumitomo Mitsui DS Asset Management Company, Limit	1.390%	0.000%	399,661	399,661	2023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	1.379%	-6.024%	390,000	-25,000	2024-09-30
Bank of Montreal	1.324%	282.962%	374,487	276,700	2024-06-30
BMO Capital Markets Corp.	1.324%	282.962%	374,487	276,700	2024-06-30
Jacobs Levy Equity Management, Inc.	1.289%	-3.183%	364,696	-11,988	2024-09-30
Two Sigma Investments LLC	1.228%	-14.353%	353,127	-59,178	2023-12-31
Charles Schwab Investment Management Inc	1.228%	22.403%	347,395	63,582	2024-09-30
Empowered Funds, LLC	1.152%	116.341%	328,112	176,448	2024-03-31
Renaissance Technologies Corp	1.143%	24.836%	323,200	64,300	2024-09-30
Acadian Asset Management LLC	1.101%	-6.846%	316,687	-23,275	2023-12-31
Citadel Advisors Llc	1.097%	72.184%	315,564	132,293	2023-09-30
AQR Capital Management LLC	1.111%	-7.752%	314,287	-26,411	2024-09-30
LSV Asset Management	1.037%	-6.352%	293,402	-19,900	2024-09-30
Two Sigma Advisers, LLC	1.019%	16.821%	288,216	41,500	2024-09-30
CWA Asset Management Group, LLC	1.009%	-10.498%	285,277	-33,460	2024-09-30
Bank of New York Mellon Corp	1.007%	-5.179%	284,824	-15,555	2024-09-30
D. E. Shaw & Co LP	0.975%	0.000%	284,613	284,613	2023-09-30
Northern Trust Corp	0.963%	0.627%	281,115	1,752	2023-06-30
Marshall Wace Asset Management Ltd	0.957%	14.811%	270,726	34,925	2024-09-30
Bridgeway Capital Management, LLC	0.948%	-2.152%	268,273	-5,900	2024-06-30
Hillsdale Investment Management Inc.	0.863%	586.376%	251,900	215,200	2023-06-30
Nuveen Asset Management, LLC	0.811%	185.614%	236,768	153,870	2023-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.649%	0.000%	189,500	189,500	2023-06-30
Nordea Investment Mgmt Bank Demark A/s	0.605%	-3.989%	184,003	-7,645	2022-12-31
Principal Financial Group Inc	0.545%	-1.546%	166,016	-2,607	2023-03-31
Los Angeles Capital Management LLC	0.529%	-11.268%	161,492	-20,508	2022-09-30
Panagora Asset Management Inc	0.518%	0.663%	158,107	1,042	2022-09-30
Ameriprise Financial Inc	0.390%	0.869%	118,886	1,024	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Universal Insurance Holdings Inc (UVE), owning a total of 1.9 million shares. Combined, the top 44 mutual fund holders of UVE own 49.17% of the company with a total of 14.3 million shares.

In the latest ownership report on November 30th 2024, the top 44 fund holders increased their combined ownership of UVE by 2 thousand shares. 2 funds bought 1,878 total additional shares and increased their ownership by an average of 0.23%. However 1 funds sold 19 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Universal Insurance Holdings increased by a net total of 1,859 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.654%	0.000%	750,814	0	2024-11-30
Avantis US Small Cap Value ETF	1.700%	0.365%	480,904	1,750	2024-11-30
iShares Russell 2000 Value ETF	0.734%	0.000%	207,501	0	2024-11-30
Schwab US Small-Cap ETF™	0.435%	0.104%	122,906	128	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.432%	-0.016%	122,175	-19	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.377%	-0.955%	1,918,083	-18,501	2023-08-31
Donald Smith & Co. All Eq Accounts Comp	5.417%	-1.575%	1,532,184	-24,524	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.932%	0.146%	829,265	1,207	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.833%	0.000%	826,787	0	2023-03-31
iShares Russell 2000 ETF	2.654%	0.000%	750,814	0	2024-11-30
Invesco KBW High Dividend Yld Fincl ETF	1.718%	-0.344%	524,333	-1,808	2022-11-30
Avantis US Small Cap Value ETF	1.700%	0.365%	480,904	1,750	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.458%	-0.418%	412,268	-1,730	2024-10-31
Vanguard Extended Market Index Investor	1.350%	-0.024%	406,202	-99	2023-08-31
Meridian Contrarian Legacy	1.379%	-6.024%	390,000	-25,000	2024-09-30
iShares S&P Small-Cap 600 Value ETF	1.251%	-0.091%	376,200	-343	2023-08-31
DFA US Micro Cap I	1.045%	0.000%	295,542	0	2024-10-31
Fidelity® Small Cap Index	0.875%	6.792%	255,505	16,250	2023-10-31
Fidelity Small Cap Index	0.867%	-0.656%	245,098	-1,619	2024-09-30
Vanguard Tax-Managed Small Cap Adm	0.785%	0.000%	236,235	0	2023-08-31
Schwab Fundamental US Small Company ETF	0.802%	0.000%	230,618	0	2024-05-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.762%	-0.047%	229,081	-108	2023-08-31
DFA US Small Cap Value I	0.728%	1.955%	222,079	4,258	2022-09-30
DFA US Targeted Value I	0.778%	0.000%	220,152	0	2024-10-31
SPDR® S&P 600 Small Cap Value ETF	0.726%	0.197%	218,298	430	2023-08-31
Invesco S&P SmallCap Value with Momt ETF	0.711%	0.000%	213,743	0	2023-08-31
Invesco S&P SmallCap 600® Pure Value ETF	0.691%	0.335%	210,852	703	2022-11-30
iShares Russell 2000 Value ETF	0.734%	0.000%	207,501	0	2024-11-30
LVIP FranklinTempletonMltFctSMIDCapEqStd	0.628%	1.673%	188,791	3,106	2023-03-31
Dimensional US Targeted Value ETF	0.659%	0.063%	186,439	118	2024-11-29
LVIP SSgA Small/Mid Cap 200 Std	0.610%	-0.482%	185,685	-900	2022-12-31
Bridgeway Small Cap Value	0.607%	0.000%	184,667	0	2022-12-31
Bridgeway Small-Cap Value	0.607%	0.000%	184,667	0	2022-12-31
DFA US Small Cap I	0.626%	-4.808%	177,024	-8,942	2024-10-31
Donald Smith & Co. Micro Cap Val Eq	0.606%	-12.411%	171,499	-24,300	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.577%	-3.089%	163,121	-5,200	2024-10-31
Fidelity® Extended Market Index	0.504%	0.000%	147,008	0	2023-11-30
Fidelity Extended Market Index	0.506%	-4.935%	143,140	-7,430	2024-10-31
Goldman Sachs Small Cp Val Insghts Instl	0.505%	0.000%	142,850	0	2024-10-31
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.487%	109.118%	142,200	74,200	2022-12-31
Donald Smith & Co. Sm-Cap Val Eq CF	0.452%	-7.986%	127,890	-11,100	2024-09-30
Schwab US Small-Cap ETF™	0.435%	0.104%	122,906	128	2024-11-30
EA Bridgeway Omni Small-Cap Value ETF	0.429%	0.154%	122,203	188	2024-08-30
Schwab Fundamental U.S. Small CompanyETF	0.432%	-0.016%	122,175	-19	2024-11-30
DFA US Core Equity 2 I	0.407%	-11.803%	117,023	-15,661	2024-02-29
Invesco KBW Property & Casualty Ins ETF	0.408%	0.000%	115,272	0	2024-11-29
Bridgeway Omni Small-Cap Value	0.387%	0.000%	110,117	0	2024-03-31
Bridgeway Omni Small-Cap Value N	0.383%	0.000%	110,117	0	2024-03-31
Vanguard Russell 2000 ETF	0.343%	3.918%	97,738	3,685	2024-08-31