Universal Insurance Ownership | Who Owns Universal Insurance?

Overview RevenueFinancials Chart Transcripts

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

Type	Name	% Inst	% Insiders	% Retail
Stock	Universal Insurance	68.62%	9.56%	21.83%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Property & Casualty Insurance Stocks	65.87%	12.92%	21.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.04M	7.06%	$38.24M
Vanguard group	1.63M	5.63%	$30.49M
Donald smith	1.57M	5.44%	$29.46M
Dimensional fund advisors lp	1.49M	5.16%	$27.95M
Goldman sachs group	703.08K	2.44%	$13.19M
Geode capital management	640.64K	2.22%	$12.02M
State street	600.72K	2.08%	$11.27M
Cwa asset management group	570.62K	2.01%	$12.02M
Arrowstreet capital, limited partnership	480.02K	1.66%	$9.01M
American century companies	469.80K	1.63%	$8.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Donald smith	1.57M	0.75%	$29.46M
Cwa asset management group	570.62K	0.61%	$12.02M
Essex investment management	122.50K	0.43%	$2.30M
Numerai gp	39.65K	0.27%	$743.82K
Corton capital	23.63K	0.23%	$443.37K
Cornercap investment counsel	56.50K	0.17%	$1.06M
Legato capital management	53.29K	0.15%	$1.12M
Bridgeway capital management	268.27K	0.12%	$5.03M
Arrowmark colorado	415.00K	0.09%	$7.79M
Highland capital management	76.07K	0.09%	$1.60M

Top Buyers

Holder	Shares	% Assets	Change
Cwa asset management group	570.62K	0.61%	285.34K
Bank of montreal /can/	374.49K	0.00%	276.70K
Morgan stanley	412.25K	0.00%	150.79K
American century companies	469.80K	0.01%	144.65K
Essex investment management	122.50K	0.43%	122.50K

Top Sellers

Holder	Shares	% Assets	Change
Aqr capital management	340.70K	0.01%	-174.63K
Donald smith	1.57M	0.75%	-166.96K
Renaissance	258.90K	0.01%	-101.40K
Nordea investment management ab	-	-	-88.09K
Tudor investment corp et al	-	-	-74.82K

New Positions

Holder	Shares	% Assets	Change	Value
Essex investment management	122.50K	0.43%	122.50K	$2.30M
Numerai gp	39.65K	0.27%	39.65K	$743.82K
Norges bank	31.30K	0.00%	31.30K	$587.19K
O'shaughnessy asset management	30.45K	0.01%	30.45K	$571.22K
Corton capital	23.63K	0.23%	23.63K	$443.37K

Sold Out

Holder	Change
Innealta capital	-10.00
Westend capital management	-38.00
Us bancorp \de\	-50.00
Ridgewood investments	-58.00
Point72 hong kong	-88.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	158	6.04%	19,240,453	-1.04%	64	1.57%	71	-7.79%	53	35.90%
Sep 30, 2023	149	-3.87%	19,442,943	-2.57%	64	1.49%	77	-2.53%	39	-18.75%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Donald Smith & Co. All Eq Accounts Comp	1.53M	5.38%	-24.52K
Vanguard Total Stock Mkt Idx Inv	829.26K	2.93%	-
iShares Russell 2000 ETF	703.35K	2.49%	-2.70K
Avantis US Small Cap Value ETF	493.89K	1.75%	184.00
Vanguard Institutional Extnd Mkt Idx Tr	427.84K	1.51%	12.62K
Meridian Contrarian Legacy	390.00K	1.38%	-25.00K
DFA US Micro Cap I	295.54K	1.04%	-
Fidelity Small Cap Index	244.92K	0.87%	-175.00
DFA US Targeted Value I	220.15K	0.78%	-
iShares Russell 2000 Value ETF	189.97K	0.67%	-5.33K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 30, 2024	DOWNES SEAN P	Executive Chairman	Sell	$1.03M
Dec 20, 2024	Springer Jon	-	Sell	$516.48K
Dec 19, 2024	Springer Jon	-	Sell	$515.65K
Nov 15, 2024	DOWNES SEAN P	Executive Chairman	Sell	$338.37K
Oct 31, 2024	DOWNES SEAN P	Executive Chairman	Sell	$404.21K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	5
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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools