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 198 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $506 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
143
shares
|
$3,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
135
shares
|
$3,258
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
102
shares
|
$2,462
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
102
shares
|
$2,462
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
98
shares
|
$2,365
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
90
shares
|
$2,172
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
79
shares
|
$1,907
0.0% of portfolio
|
Q4 2024
Added 68.09%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
74
shares
|
$1,786
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
57
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
55
shares
|
$1,327
0.0% of portfolio
|
Q4 2024
Reduced 45.54%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
44
shares
|
$1,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
40
shares
|
$965
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
37
shares
|
$893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
32
shares
|
$772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
18
shares
|
$434
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
16
shares
|
$386
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
15
shares
|
$362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
15
shares
|
$362
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
2
shares
|
$48
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2
shares
|
$48
0.0% of portfolio
|
Q3 2024
Reduced 92.59%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2020
Reduced 99.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|