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Universal Insurance Ownership | Who Owns Universal Insurance?

OverviewRevenueFinancialsChartTranscripts

Universal Insurance Ownership Summary

Universal Insurance is owned by 68.62% institutional investors, 9.56% insiders, and 21.83% retail investors. Blackrock is the largest institutional shareholder, holding 7.06% of UVE shares. Donald Smith & Co. All Eq Accounts Comp is the top mutual fund, with 5.38% of its assets in Universal Insurance shares.

UVE Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUniversal Insurance68.62%9.56%21.83%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryProperty & Casualty Insurance Stocks65.87%12.92%21.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock2.04M7.06%$38.24M
Vanguard group1.63M5.63%$30.49M
Donald smith1.57M5.44%$29.46M
Dimensional fund advisors lp1.49M5.16%$27.95M
Goldman sachs group703.08K2.44%$13.19M
Geode capital management640.64K2.22%$12.02M
State street600.72K2.08%$11.27M
Arrowstreet capital, limited partnership480.02K1.66%$9.01M
American century companies469.80K1.63%$8.81M
Arrowmark colorado415.00K1.44%$7.79M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Donald smith1.57M0.75%$29.46M
Essex investment management122.50K0.43%$2.30M
Numerai gp39.65K0.27%$743.82K
Corton capital23.63K0.23%$443.37K
Cornercap investment counsel56.50K0.17%$1.06M
Bridgeway capital management268.27K0.12%$5.03M
Legato capital management42.08K0.11%$789.44K
Arrowmark colorado415.00K0.09%$7.79M
Unison advisors36.81K0.09%$690.57K
Highland capital management76.07K0.08%$1.43M

Top Buyers

HolderShares% AssetsChange
Bank of montreal /can/374.49K0.00%276.70K
Morgan stanley412.25K0.00%150.79K
American century companies469.80K0.01%144.65K
Essex investment management122.50K0.43%122.50K
Vanguard group1.63M0.00%80.92K

Top Sellers

HolderShares% AssetsChange
Aqr capital management340.70K0.01%-174.63K
Donald smith1.57M0.75%-166.96K
Renaissance258.90K0.01%-101.40K
Nordea investment management ab---88.09K
Tudor investment corp et al---74.82K

New Positions

HolderShares% AssetsChangeValue
Essex investment management122.50K0.43%122.50K$2.30M
Legato capital management42.08K0.11%42.08K$789.44K
Numerai gp39.65K0.27%39.65K$743.82K
Norges bank31.30K0.00%31.30K$587.19K
O'shaughnessy asset management30.45K0.01%30.45K$571.22K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-5.00
Innealta capital-10.00
Westend capital management-38.00
Us bancorp \de\-50.00
Ridgewood investments-58.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241754.79%19,455,9002.63%681.56%87-7.45%5230.00%
Jun 30, 20241669.21%18,957,0862.31%651.70%9345.31%40-27.27%
Mar 31, 2024152-3.80%18,528,198-3.70%621.47%64-9.86%553.77%
Dec 31, 20231586.04%19,240,453-1.04%641.57%71-7.79%5335.90%
Sep 30, 2023149-3.87%19,442,943-2.57%641.49%77-2.53%39-18.75%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Donald Smith & Co. All Eq Accounts Comp1.53M5.38%-24.52K
Vanguard Total Stock Mkt Idx Inv829.26K2.93%1.21K
iShares Russell 2000 ETF670.94K2.37%-1.51K
Avantis US Small Cap Value ETF459.92K1.63%-
Vanguard Institutional Extnd Mkt Idx Tr412.27K1.46%-1.73K
Meridian Contrarian Legacy390.00K1.38%-25.00K
DFA US Micro Cap I295.54K1.04%-
Fidelity Small Cap Index246.72K0.87%-5.44K
DFA US Targeted Value I220.15K0.78%-
iShares Russell 2000 Value ETF192.95K0.68%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 15, 2024DOWNES SEAN P Executive ChairmanSell$338.37K
Oct 31, 2024DOWNES SEAN P Executive ChairmanSell$404.21K
Sep 19, 2024DOWNES SEAN P Executive ChairmanSell$449.43K
Aug 29, 2024DOWNES SEAN P Executive ChairmanSell$425.10K
Aug 28, 2024Springer Jon-Sell$560.14K

Insider Transactions Trends

DateBuySell
2024 Q4-2
2024 Q3-8
2024 Q2-3
2024 Q1-1
2023 Q4-2

UVE Ownership FAQ

Who Owns Universal Insurance?

Universal Insurance shareholders are primarily institutional investors at 68.62%, followed by 9.56% insiders and 21.82% retail investors. The average institutional ownership in Universal Insurance's industry, Property & Casualty Insurance Stocks, is 65.87%, which Universal Insurance exceeds.

Who owns the most shares of Universal Insurance?

Universal Insurance’s largest shareholders are Blackrock (2.04M shares, 7.06%), Vanguard group (1.63M shares, 5.63%), and Donald smith (1.57M shares, 5.44%). Together, they hold 18.13% of Universal Insurance’s total shares outstanding.

Does Blackrock own Universal Insurance?

Yes, BlackRock owns 7.06% of Universal Insurance, totaling 2.04M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 38.24M$. In the last quarter, BlackRock increased its holdings by 56.21K shares, a 2.84% change.

Who is Universal Insurance’s biggest shareholder by percentage of total assets invested?

Donald smith is Universal Insurance’s biggest shareholder by percentage of total assets invested, with 0.75% of its assets in 1.57M Universal Insurance shares, valued at 29.46M$.

Who is the top mutual fund holder of Universal Insurance shares?

Donald Smith & Co. All Eq Accounts Comp is the top mutual fund holder of Universal Insurance shares, with 5.38% of its total shares outstanding invested in 1.53M Universal Insurance shares.

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