Universal Insurance Ownership | Who Owns Universal Insurance?
Universal Insurance Ownership Summary
Universal Insurance is owned by 1.94% institutional investors, 10.54% insiders, and 87.52% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.43% of UVE shares. Donald Smith & Co. All Eq Accounts Comp is the top mutual fund, with 6.46% of its assets in Universal Insurance shares.
UVE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Insurance | 1.94% | 10.54% | 87.52% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Property & Casualty Insurance Stocks | 47.94% | 13.15% | 38.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.11M | 7.43% | $44.38M |
| Blackrock | 2.04M | 7.06% | $38.24M |
| Donald smith | 1.72M | 6.07% | $36.23M |
| Vanguard group | 1.67M | 5.91% | $35.27M |
| Dimensional fund advisors lp | 1.50M | 5.28% | $31.51M |
| Goldman sachs group | 735.91K | 2.60% | $15.50M |
| American century companies | 608.89K | 2.15% | $12.82M |
| Geode capital management | 595.38K | 2.10% | $12.54M |
| State street | 600.72K | 2.08% | $11.27M |
| Cwa asset management group | 570.62K | 2.01% | $12.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Donald smith | 1.72M | 0.87% | $36.23M |
| Essex investment management | 178.04K | 0.67% | $3.75M |
| Cwa asset management group | 570.62K | 0.61% | $12.02M |
| Numerai gp | 39.61K | 0.23% | $834.27K |
| Legato capital management | 53.29K | 0.15% | $1.12M |
| Unison advisors | 37.43K | 0.09% | $788.36K |
| Highland capital management | 76.07K | 0.09% | $1.60M |
| Bridgeway capital management | 187.85K | 0.09% | $3.96M |
| Arrowmark colorado | 285.00K | 0.08% | $6.00M |
| Voleon capital management lp | 45.73K | 0.07% | $963.07K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cwa asset management group | 570.62K | 0.61% | 285.34K |
| Millennium management | 343.79K | 0.00% | 217.18K |
| Donald smith | 1.72M | 0.87% | 174.84K |
| Morgan stanley | 412.25K | 0.00% | 150.79K |
| Allianz asset management gmbh | 94.94K | 0.00% | 73.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beacon pointe advisors | - | - | -235.00K |
| Arrowmark colorado | 285.00K | 0.08% | -105.00K |
| Geode capital management | 595.38K | 0.00% | -94.39K |
| Bank of montreal /can/ | - | - | -88.91K |
| Nordea investment management ab | - | - | -88.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brandywine global investment management | 57.57K | 0.01% | 57.57K | $1.21M |
| Voleon capital management lp | 45.73K | 0.07% | 45.73K | $963.07K |
| Norges bank | 31.30K | 0.00% | 31.30K | $587.19K |
| Tudor investment corp et al | 31.17K | 0.00% | 31.17K | $738.66K |
| Mackenzie financial | 28.20K | 0.00% | 28.20K | $254.17K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Innealta capital | -10.00 |
| Pittenger & anderson | -11.00 |
| Bessemer group | -35.00 |
| Westend capital management | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 152 | -3.80% | 18,528,198 | -3.70% | 62 | 1.47% | 64 | -9.86% | 55 | 3.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Donald Smith & Co. All Eq Accounts Comp | 1.82M | 6.46% | 114.27K |
| Vanguard US Total Market Shares ETF | 828.06K | 2.95% | - |
| Vanguard Total Stock Mkt Idx Inv | 829.26K | 2.95% | - |
| iShares Russell 2000 ETF | 636.66K | 2.26% | 312.00 |
| Avantis US Small Cap Value ETF | 578.99K | 2.06% | 1.06K |
| 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 | 389.56K | 1.38% | 882.00 |
| Meridian Contrarian Legacy | 314.00K | 1.11% | 29.00K |
| DFA US Micro Cap I | 259.58K | 0.92% | -13.94K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 30, 2025 | Springer Jon | - | Sell | $811.66K |
| May 16, 2025 | DOWNES SEAN P | Executive Chairman | Sell | $526.81K |
| May 06, 2025 | Springer Jon | - | Sell | $675.82K |
| Apr 30, 2025 | DOWNES SEAN P | Executive Chairman | Sell | $483.09K |
| Feb 28, 2025 | DOWNES SEAN P | Executive Chairman | Sell | $441.58K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 5 |
| 2024 Q3 | - | 8 |
| 2024 Q2 | - | 3 |
UVE Ownership FAQ
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