Universal Insurance Ownership | Who Owns Universal Insurance?
Universal Insurance Ownership Summary
Universal Insurance is owned by 54.30% institutional investors, 11.30% insiders, and 34.40% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.27% of UVE shares. Donald Smith & Co. All Eq Accounts Comp is the top mutual fund, with 4.07% of its assets in Universal Insurance shares.
UVE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Insurance | 54.30% | 11.30% | 34.40% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Property & Casualty Insurance Stocks | 44.10% | 15.35% | 40.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.58M | 9.27% | $87.23M |
| Vanguard group | 2.01M | 7.21% | $67.86M |
| Blackrock | 2.04M | 7.06% | $38.24M |
| Dimensional fund advisors lp | 1.30M | 4.68% | $44.09M |
| Donald smith | 1.15M | 4.13% | $38.85M |
| American century companies | 843.06K | 3.00% | $22.17M |
| Geode capital management | 815.48K | 2.93% | $27.57M |
| Goldman sachs group | 706.76K | 2.54% | $23.89M |
| State street | 610.94K | 2.17% | $16.07M |
| Renaissancere | 583.77K | 2.10% | $19.73M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Renaissancere | 583.77K | 2.65% | $19.73M |
| Essex investment management | 181.24K | 0.73% | $4.77M |
| Donald smith | 1.15M | 0.73% | $38.85M |
| Eam investors | 132.57K | 0.50% | $4.48M |
| Corton capital | 7.65K | 0.49% | $201.22K |
| Integrated quantitative investments | 59.04K | 0.43% | $2.00M |
| Ai financial services | 23.63K | 0.38% | $798.69K |
| Islay capital management | 22.95K | 0.35% | $603.51K |
| Legato capital management | 72.03K | 0.21% | $2.43M |
| Bridgeway capital management | 287.20K | 0.16% | $7.55M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 343.79K | 0.00% | 217.18K |
| Geode capital management | 815.48K | 0.00% | 134.81K |
| Eam investors | 132.57K | 0.50% | 132.57K |
| American century companies | 843.06K | 0.01% | 85.31K |
| Acadian asset management | 190.84K | 0.01% | 78.34K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Donald smith | 1.15M | 0.73% | -345.52K |
| Beacon pointe advisors | - | - | -235.00K |
| Invesco | 175.07K | 0.00% | -106.24K |
| Tudor investment corp et al | - | - | -90.78K |
| Nordea investment management ab | - | - | -88.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sowell financial services | 70.65K | 0.09% | 70.65K | $2.39M |
| Sei investments | 41.61K | 0.00% | 41.61K | $1.41M |
| Lpl financial | 38.97K | 0.00% | 38.97K | $1.32M |
| Norges bank | 31.30K | 0.00% | 31.30K | $587.19K |
| Sierra summit advisors | 29.77K | 0.15% | 29.77K | $1.01M |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Coldstream capital management | -6.00 |
| Innealta capital | -10.00 |
| Pittenger & anderson | -11.00 |
| Stephens consulting | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 142 | -22.40% | 15,123,692 | -28.33% | 54 | 0.96% | 66 | -29.79% | 45 | -26.23% |
| Sep 30, 2025 | 174 | -4.92% | 20,715,432 | 5.39% | 73 | 1.51% | 89 | -11.00% | 58 | 9.43% |
| Jun 30, 2025 | 191 | 6.70% | 21,623,340 | 4.05% | 76 | 1.41% | 101 | 20.24% | 57 | - |
| Mar 31, 2025 | 6 | -96.49% | 544,363 | -97.27% | 1 | 0.04% | 5 | -93.15% | 1 | -98.25% |
| Dec 31, 2024 | 162 | -7.95% | 18,543,258 | -4.75% | 65 | 1.39% | 67 | -22.99% | 56 | 5.66% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Donald Smith & Co. All Eq Accounts Comp | 1.14M | 4.07% | -341.63K |
| Vanguard US Total Market Shares ETF | 828.06K | 2.95% | - |
| Vanguard Total Stock Mkt Idx Inv | 808.84K | 2.89% | - |
| Avantis US Small Cap Value ETF | 773.12K | 2.76% | 1.80K |
| iShares Russell 2000 ETF | 630.45K | 2.25% | 24.79K |
| SMDS Donald Smith US Deep Value Eq MF | 507.81K | 1.81% | 507.81K |
| CWA Institutional Global Opportunity | 454.79K | 1.61% | 454.79K |
| Vanguard Institutional Extnd Mkt Idx Tr | 271.76K | 0.97% | 1.38K |
| Fidelity Small Cap Index | 257.99K | 0.92% | -307.00 |
| BlackRock Global Equity Mkt Netrl Instl | 247.39K | 0.88% | 247.39K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2026 | Campos Kimberly D | CIO & CAO | Sell | $60.49K |
| Dec 30, 2025 | PETERSON RICHARD D | - | Sell | $62.35K |
| Dec 30, 2025 | Donaghy Stephen | CEO | Sell | $844.25K |
| Dec 29, 2025 | Donaghy Stephen | CEO | Sell | $851.75K |
| Dec 19, 2025 | DOWNES SEAN P | Executive Chairman | Sell | $676.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 8 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 1 |
UVE Ownership FAQ
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