Universal Insurance Ownership | Who Owns Universal Insurance?

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Universal Insurance Ownership Summary

Universal Insurance is owned by 65.40% institutional investors, 9.30% insiders, and 25.30% 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 6.03% of its assets in Universal Insurance shares.

UVE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Universal Insurance	65.40%	9.30%	25.30%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Property & Casualty Insurance Stocks	52.55%	13.48%	33.97%

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
Cornercap investment counsel	26.61K	0.18%	$560.41K
Legato capital management	53.29K	0.15%	$1.12M
Gsa capital partners llp	67.71K	0.11%	$1.43M
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

Top Buyers

Holder	Shares	% Assets	Change
Cwa asset management group	570.62K	0.61%	285.34K
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
Millennium management	126.60K	0.00%	69.20K

Top Sellers

Holder	Shares	% Assets	Change
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
Cubist systematic strategies	-	-	-85.77K

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
Mackenzie financial	28.20K	0.00%	28.20K	$254.17K
Susquehanna fundamental investments	20.56K	0.01%	20.56K	$432.93K

Sold Out

Holder	Change
National bank of canada /fi/	-1.00
Srs capital advisors	-5.00
Innealta capital	-10.00
Westend capital management	-38.00
Us bancorp \de\	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	158	6.04%	19,240,453	-1.04%	64	1.57%	71	-7.79%	53	35.90%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Donald Smith & Co. All Eq Accounts Comp	1.71M	6.03%	173.87K
Vanguard Total Stock Mkt Idx Inv	829.26K	2.95%	-
Vanguard US Total Market Shares ETF	828.06K	2.95%	-
iShares Russell 2000 ETF	657.39K	2.34%	-5.72K
Avantis US Small Cap Value ETF	547.84K	1.95%	490.00
SMDS Donald Smith US Deep Value Eq MF	507.81K	1.81%	507.81K
Vanguard Institutional Extnd Mkt Idx Tr	428.94K	1.53%	919.00
Meridian Contrarian Legacy	285.00K	1.01%	-105.00K
DFA US Micro Cap I	273.52K	0.97%	-11.43K
Fidelity Small Cap Index	234.32K	0.83%	-4.39K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 28, 2025	DOWNES SEAN P	Executive Chairman	Sell	$441.58K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	1
2024 Q4	-	5
2024 Q3	-	8
2024 Q2	-	3
2024 Q1	-	1

UVE Ownership FAQ

Who Owns Universal Insurance?

Universal Insurance shareholders are primarily institutional investors at 65.40%, followed by 9.30% insiders and 25.30% retail investors. The average institutional ownership in Universal Insurance's industry, Property & Casualty Insurance Stocks, is 52.55%, which Universal Insurance exceeds.

Who owns the most shares of Universal Insurance?

Universal Insurance’s largest shareholders are Blackrock funding, inc. /de (2.11M shares, 7.43%), Blackrock (2.04M shares, 7.06%), and Donald smith (1.72M shares, 6.07%). Together, they hold 20.56% 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 0.87% of its assets in 1.72M Universal Insurance shares, valued at 36.23M$.

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 6.03% of its total shares outstanding invested in 1.71M Universal Insurance shares.

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