Universal Insurance Ownership | Who Owns Universal Insurance?
Universal Insurance Ownership Summary
Universal Insurance is owned by 76.98% institutional investors, 11.69% insiders, and 11.34% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.50% of UVE shares. Donald Smith & Co. All Eq Accounts Comp is the top mutual fund, with 5.51% of its assets in Universal Insurance shares.
UVE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Insurance | 76.98% | 11.69% | 11.34% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Property & Casualty Insurance Stocks | 67.79% | 14.88% | 17.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.67M | 9.50% | $74.01M |
| Blackrock | 2.04M | 7.06% | $38.24M |
| Vanguard group | 1.67M | 5.91% | $35.27M |
| Donald smith | 1.56M | 5.57% | $43.38M |
| Dimensional fund advisors lp | 1.50M | 5.28% | $31.51M |
| American century companies | 757.75K | 2.70% | $21.01M |
| Goldman sachs group | 735.91K | 2.60% | $15.50M |
| Geode capital management | 595.38K | 2.10% | $12.54M |
| State street | 600.72K | 2.08% | $11.27M |
| Renaissancere | 583.77K | 2.08% | $16.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Renaissancere | 583.77K | 2.53% | $16.19M |
| Donald smith | 1.56M | 1.02% | $43.38M |
| Essex investment management | 178.04K | 0.67% | $3.75M |
| Islay capital management | 37.58K | 0.67% | $1.04M |
| Ai financial services | 20.13K | 0.32% | $558.17K |
| Legato capital management | 52.36K | 0.17% | $1.45M |
| Arrowmark colorado | 314.00K | 0.16% | $8.71M |
| Unison advisors | 38.28K | 0.12% | $1.06M |
| Inspire investing | 32.52K | 0.10% | $901.86K |
| Highland capital management | 76.07K | 0.09% | $1.60M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 343.79K | 0.00% | 217.18K |
| Morgan stanley | 412.25K | 0.00% | 150.79K |
| Arrowstreet capital, limited partnership | 454.50K | 0.01% | 138.73K |
| Blackrock funding, inc. /de | 2.67M | 0.00% | 138.32K |
| American century companies | 757.75K | 0.01% | 89.11K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Donald smith | 1.56M | 1.02% | -272.25K |
| Beacon pointe advisors | - | - | -235.00K |
| Cwa asset management group | 59.16K | 0.07% | -192.41K |
| Geode capital management | 595.38K | 0.00% | -94.39K |
| Bank of montreal /can/ | - | - | -88.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brandywine global investment management | 57.57K | 0.01% | 57.57K | $1.21M |
| Jump financial | 41.73K | 0.01% | 41.73K | $1.16M |
| Canada pension plan investment board | 41.30K | 0.00% | 41.30K | $1.15M |
| Raymond james financial | 39.64K | 0.00% | 39.64K | $1.10M |
| Islay capital management | 37.58K | 0.67% | 37.58K | $1.04M |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Coldstream capital management | -6.00 |
| Innealta capital | -10.00 |
| Pittenger & anderson | -11.00 |
| Corecap advisors | -31.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 175 | 4.79% | 19,455,900 | 2.63% | 68 | 1.56% | 87 | -7.45% | 52 | 30.00% |
| Jun 30, 2024 | 166 | 9.21% | 18,957,086 | 2.31% | 65 | 1.70% | 93 | 45.31% | 40 | -27.27% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Donald Smith & Co. All Eq Accounts Comp | 1.55M | 5.51% | -270.82K |
| Vanguard US Total Market Shares ETF | 828.06K | 2.95% | - |
| Vanguard Total Stock Mkt Idx Inv | 811.28K | 2.86% | -17.99K |
| iShares Russell 2000 ETF | 631.32K | 2.23% | -11.97K |
| Avantis US Small Cap Value ETF | 631.08K | 2.23% | 960.00 |
| SMDS Donald Smith US Deep Value Eq MF | 507.81K | 1.81% | 507.81K |
| CWA Institutional Global Opportunity | 454.79K | 1.61% | 454.79K |
| Meridian Contrarian Legacy | 314.00K | 1.11% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 275.05K | 0.97% | -119.67K |
| Fidelity Small Cap Index | 255.98K | 0.90% | 15.73K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 04, 2025 | DOWNES SEAN P | Executive Chairman | Sell | $506.96K |
| Aug 04, 2025 | DOWNES SEAN P | Executive Chairman | Sell | $463.80K |
| Jun 13, 2025 | DOWNES SEAN P | Executive Chairman | Sell | $661.88K |
| Jun 12, 2025 | DOWNES SEAN P | Executive Chairman | Sell | $672.78K |
| May 30, 2025 | Springer Jon | - | Sell | $811.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 5 |
| 2024 Q3 | - | 8 |
UVE Ownership FAQ
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