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 191 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $696 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
79
shares
|
$2,717
0.0% of portfolio
|
Q4 2024
Added 68.09%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
74
shares
|
$2,545
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
55
shares
|
$1,892
0.0% of portfolio
|
Q4 2024
Reduced 45.54%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
51
shares
|
$1,754
0.0% of portfolio
|
Q3 2025
Reduced 99.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
47
shares
|
$1,616
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
44
shares
|
$1,513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
31
shares
|
$1,066
0.0% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$1,032
0.0% of portfolio
|
Q3 2025
Reduced 47.37%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
20
shares
|
$688
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
18
shares
|
$619
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
11
shares
|
$378
0.0% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7
shares
|
$240
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4
shares
|
$137
0.0% of portfolio
|
Q3 2025
Reduced 73.33%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$34
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
|
|