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Universal Insurance Holdings (UVE)

CUSIP: 91359V107 | NYSE | Financial Services · Insurance - Property & Casualty | Small Cap | 728 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,310,359
0.0% of portfolio›$55.2M
Bank of New York Mellon Corp193,041
0.0% of portfolio›$8.1M
Sowell Financial Services LLC76,877
0.1% of portfolio›$3.2M
Highland Capital Management, LLC68,569
0.1% of portfolio›$2.9M
Principal Financial Group Inc67,619
0.0% of portfolio›$2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management63,781
0.0% of portfolio›$2.7M
Thrivent Financial for Lutherans41,482
0.0% of portfolio›$1.7K
Commonwealth Equity Services, LLC40,680
0.0% of portfolio›$1.7M
Unison Advisors LLC39,194
0.1% of portfolio›$1.6M
Creative Planning35,283
0.0% of portfolio›$1.5M
Sierra Summit Advisors LLC30,750
0.2% of portfolio›$1.3M
Strs Ohio25,600
0.0% of portfolio›$1.1M
Rockwood Wealth Management, LLC23,869
0.1% of portfolio›$1.0M
DekaBank Deutsche Girozentrale18,753
0.0% of portfolio›$787
Citigroup Inc17,181
0.0% of portfolio›$723.1K
Y-Intercept (Hong Kong) Ltd15,195
0.0% of portfolio›$639.6K
Bailard, Inc.13,309
0.0% of portfolio›$560.2K
Mirae Asset Global Investments Co., Ltd.12,944
0.0% of portfolio›$544.8K
Occidental Asset Management, LLC10,318
0.0% of portfolio›$434.3K
Allspring Global Investments Holdings, LLC9,495
0.0% of portfolio›$409.5K
Sterling Capital Management LLC9,427
0.0% of portfolio›$396.8K
Clark Asset Management, LLC8,150
0.0% of portfolio›$343.0K
Lido Advisors, LLC8,093
0.0% of portfolio›$340.7K
Arizona State Retirement System7,074
0.0% of portfolio›$297.7K
Fifth Third Bancorp7,049
0.0% of portfolio›$296.7K
Vise Technologies, Inc.6,771
0.0% of portfolio›$285.0K
Nisa Investment Advisors, LLC6,412
0.0% of portfolio›$269.9K
CWA Asset Management Group, LLC6,305
0.0% of portfolio›$265.4K
Swiss Life Asset Management Ltd6,276
0.0% of portfolio›$264.2K
Exchange Traded Concepts, LLC6,182
0.0% of portfolio›$260.2K
Wealth Enhancement Advisory Services, LLC5,865
0.0% of portfolio›$275.5K
State of Wyoming5,546
0.0% of portfolio›$233.4K
Kingswood Wealth Advisors, LLC5,339
0.0% of portfolio›$224.7K
IFP Advisors, Inc5,080
0.0% of portfolio›$213.8K
Root Financial Partners, LLC3,443
0.0% of portfolio›$144.9K
New York State Teachers Retirement System2,299
0.0% of portfolio›$97
Gamma Investing LLC1,186
0.0% of portfolio›$49.9K
State of Alaska, Department of Revenue1,091
0.0% of portfolio›$45
USA Financial Formulas1,050
0.0% of portfolio›$44.2K
Signaturefd, LLC599
0.0% of portfolio›$25.2K
Versant Capital Management, Inc596
0.0% of portfolio›$25.1K
Larson Financial Group LLC371
0.0% of portfolio›$15.6K
SJS Investment Consulting Inc.335
0.0% of portfolio›$14.1K
Assetmark, Inc270
0.0% of portfolio›$11.4K
Covestor Ltd257
0.0% of portfolio›$11
EverSource Wealth Advisors, LLC217
0.0% of portfolio›$9.1K
City State Bank171
0.0% of portfolio›$7.2K
Essential Partners LLC166
0.0% of portfolio›$7.0K
Moisand Fitzgerald Tamayo, LLC166
0.0% of portfolio›$7.0K
Parallel Advisors, LLC133
0.0% of portfolio›$5.6K
Creative Financial Designs Inc130
0.0% of portfolio›$5.5K
Farther Finance Advisors, LLC107
0.0% of portfolio›$4.5K
Vision Financial Markets LLC104
0.0% of portfolio›$4.5K
Fortitude Family Office, LLC48
0.0% of portfolio›$2.0K
Valued Wealth Advisors LLC36
0.0% of portfolio›$1.5K
Physician Wealth Advisors, Inc.30
0.0% of portfolio›$1.3K
Torren Management, LLC30
0.0% of portfolio›$1.3K
US Bancorp \de\20
0.0% of portfolio›$842
Silver Grove Financial Group, Inc.19
0.0% of portfolio›$800
Ascentis Wealth Management, LLC19
0.0% of portfolio›$799
Farmers & Merchants Investments Inc18
0.0% of portfolio›$758
Hughes Financial Services, LLC5
0.0% of portfolio›$238
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$84
SBI Securities Co., Ltd.1
0.0% of portfolio›$42
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,310,359$55.2M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
193,041$8.1M0.0%CoreLowNew York, NY2026-11-05
Sowell Financial Services LLC
76,877$3.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Highland Capital Management, LLC
68,569$2.9M0.1%GrowthMediumMemphis, TN2026-10-26
Principal Financial Group Inc
67,619$2.8M0.0%CoreLowDes Moines, IA2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
63,781$2.7M0.0%GrowthVery LowSeattle, WA2026-10-27
Thrivent Financial for Lutherans
41,482$1.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
40,680$1.7M0.0%ETFLowWaltham, MA2026-11-02
Unison Advisors LLC
39,194$1.6M0.1%ETFVery LowProvidence, RI2026-10-29
Creative Planning
35,283$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Sierra Summit Advisors LLC
30,750$1.3M0.2%Agg GrowthHighIncline Village, NV2026-10-28
Strs Ohio
25,600$1.1M0.0%CoreMediumColumbus, OH2026-10-30
Rockwood Wealth Management, LLC
23,869$1.0M0.1%ETFVery LowNew Hope, PA2026-10-27
DekaBank Deutsche Girozentrale
18,753$7870.0%CoreLowFrankfurt, Hong Kong2026-10-27
Citigroup Inc
17,181$723.1K0.0%CoreMediumNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
15,195$639.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Bailard, Inc.
13,309$560.2K0.0%GrowthMediumFoster City, CA2026-10-13
Mirae Asset Global Investments Co., Ltd.
12,944$544.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Occidental Asset Management, LLC
10,318$434.3K0.0%GrowthLowBurlingame, CA2026-11-05
Allspring Global Investments Holdings, LLC
9,495$409.5K0.0%CoreMediumCharlotte, NC2026-11-04
Sterling Capital Management LLC
9,427$396.8K0.0%GARPMediumCharlotte, NC2026-10-22
Clark Asset Management, LLC
8,150$343.0K0.0%ETFVery LowStratham, NH2026-10-19
Lido Advisors, LLC
8,093$340.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Arizona State Retirement System
7,074$297.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Fifth Third Bancorp
7,049$296.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Vise Technologies, Inc.
6,771$285.0K0.0%IndexLowNew York, NY2026-10-29
Nisa Investment Advisors, LLC
6,412$269.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
CWA Asset Management Group, LLC
6,305$265.4K0.0%CoreMediumNaples, FL2026-10-19
Swiss Life Asset Management Ltd
6,276$264.2K0.0%CoreLowZurich, Switzerland2026-11-03
Exchange Traded Concepts, LLC
6,182$260.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Wealth Enhancement Advisory Services, LLC
5,865$275.5K0.0%CoreLowPlymouth, MN2026-10-13
State of Wyoming
5,546$233.4K0.0%ValueHighCheyenne, WY2026-10-28
Kingswood Wealth Advisors, LLC
5,339$224.7K0.0%GrowthLowSan Diego, CA2026-10-23
IFP Advisors, Inc
5,080$213.8K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
3,443$144.9K0.0%ETFMediumEncinitas, CA2026-10-21
New York State Teachers Retirement System
2,299$970.0%CoreVery LowAlbany, NY2026-10-22
Gamma Investing LLC
1,186$49.9K0.0%IndexVery LowFoster City, CA2026-10-08
State of Alaska, Department of Revenue
1,091$450.0%CoreVery LowJuneau, AK2026-10-15
USA Financial Formulas
1,050$44.2K0.0%ETFVery HighAda, MI2026-10-16
Signaturefd, LLC
599$25.2K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
596$25.1K0.0%GARPLowPhoenix, AZ2026-10-02
Larson Financial Group LLC
371$15.6K0.0%GrowthLowSt Louis, MO2026-11-05
SJS Investment Consulting Inc.
335$14.1K0.0%ETFVery LowSylvania, OH2026-10-26
Assetmark, Inc
270$11.4K0.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
257$110.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
217$9.1K0.0%CoreMediumBirmingham, AL2026-11-04
City State Bank
171$7.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Essential Partners LLC
166$7.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Moisand Fitzgerald Tamayo, LLC
166$7.0K0.0%ETFVery LowOrlando, FL2026-10-15
Parallel Advisors, LLC
133$5.6K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
130$5.5K0.0%ETFMediumKokomo, IN2026-11-04
Farther Finance Advisors, LLC
107$4.5K0.0%IndexLowSan Francisco, CA2026-10-08
Vision Financial Markets LLC
104$4.5K0.0%CoreLowStamford, CT2026-10-22
Fortitude Family Office, LLC
48$2.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Valued Wealth Advisors LLC
36$1.5K0.0%IndexVery LowHolladay, UT2026-11-05
Physician Wealth Advisors, Inc.
30$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Torren Management, LLC
30$1.3K0.0%ETFMediumSan Diego, CA2026-10-29
US Bancorp \de\
20$8420.0%IndexLowMinneapolis, MN2026-11-05
Silver Grove Financial Group, Inc.
19$8000.0%CoreMediumOrchard Park, NY2026-11-05
Ascentis Wealth Management, LLC
19$7990.0%Agg GrowthLowDallas, TX2026-11-03
Farmers & Merchants Investments Inc
18$7580.0%CoreVery LowLincoln, NE2026-10-22
Hughes Financial Services, LLC
5$2380.0%ETFLowHerndon, VA2026-10-30
Provenance Wealth Advisors, LLC
2$840.0%ETFLowFort Lauderdale, FL2026-10-30
SBI Securities Co., Ltd.
1$420.0%Agg GrowthLowTokyo, Mexico2026-10-22