Institutional Ownership Universal Insurance Holdings, Inc. (UVE)
This table provides information about the institutional ownership of Universal Insurance Holdings, Inc. (UVE). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $383 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
482
shares
|
$9,158
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
441
shares
|
$8,379
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
337
shares
|
$6,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
193
shares
|
$3,667
0.0% of portfolio
|
Q3 2024
Reduced 93.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
193
shares
|
$3,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
161
shares
|
$3,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
155
shares
|
$2,945
0.0% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
135
shares
|
$2,565
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
133
shares
|
$2,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
102
shares
|
$1,938
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
101
shares
|
$1,919
0.0% of portfolio
|
Q3 2024
Added 83.64%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
98
shares
|
$1,862
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
80
shares
|
$1,520
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
74
shares
|
$1,406
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
52
shares
|
$988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
47
shares
|
$893
0.0% of portfolio
|
Q2 2024
Reduced 98.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
45
shares
|
$855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
45
shares
|
$855
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
35
shares
|
$665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
35
shares
|
$665
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$342
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
11
shares
|
$209
0.0% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5
shares
|
$95
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2
shares
|
$38
0.0% of portfolio
|
Q3 2024
Reduced 92.59%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2024
New holding
|