$UVE

$47.21 -$0.66 (1.38%) Close

$UVE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 27.8M shares outstanding

Who owns UVE?

By type of holder

Institutions 77.5% Insiders 9.0% Everyone else 13.5%

Concentration Top 10 holders own 45.8%

BlackRock, Inc. 9.6% · Sean P. Downes 6.8%

Institutional ownership

77.5%

+1.6 pts vs last qtr

Institutional holders

216

+2 vs last qtr

Net shares bought

+451.6K

by institutions in Q2 2026

New / sold out

32 / 30

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +185.3K
Vanguard Portfolio Management LLC +178.9K

Biggest sellers in Q2 2026

Donald Smith & Co., Inc. −451.9K
Renaissance Technologies LLC −107.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$9.17M

15 notices from 6 people

Shares covered

246.6K

0.89% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Downes Sean P Officer $6.18M
Donaghy Stephen Officer $1.7M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−18.8%

−2.28% a year

Each share's claim on the business

+23.1%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$227M vs $85.5M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years68% 3–5 years12% 1–3 years12% Under 1 year7%

Quarterly turnover

8.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UVE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.7M	9.64%	+99.7K (+3.9%)	≤2021	0.0%
Shares held by quarter Peak holding2.7M (Q2'26) Change over 8 quarters+580.7K Share of the company9.640% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	1.3M	4.65%	+3.0K (+0.2%)	≤2021	0.0%
Shares held by quarter Peak holding1.5M (Q4'24) Change over 8 quarters−195.9K Share of the company4.650% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

2.7M

% of company

9.64%

Change vs last qtr

+99.7K (+3.9%)

Held since

≤2021

Dimensional Fund Advisors LP

1.3M

% of company

4.65%

Change vs last qtr

+3.0K (+0.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Universal Insurance Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UVE on Form N-PORT; together they hold 34.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$33M	796.8K	2.86%	0.00%	June 30, 2026
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$32.4M	873.9K	3.14%	0.12%	May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$33M

% of company

2.86%

% of the fund

0.00%

As of

June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$32.4M

% of company

3.14%

% of the fund

0.12%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Universal Insurance Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SP Sean P. Downes 5%+ holder 13D · 6.6%	1.9M	6.79%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company6.790% Disclosed stake13D · 6.6% View the 13D/G filing →
SJ Stephen J. Donaghy 5%+ holder 13D · 5.2%	1.5M	5.39%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.390% Disclosed stake13D · 5.2% View the 13D/G filing →

Sean P. Downes

5%+ holder13D · 6.6%

1.9M

% of company

6.79%

Change vs last qtr

—

Held since

—

Stephen J. Donaghy

5%+ holder13D · 5.2%

1.5M

% of company

5.39%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Universal Insurance Holdings Inc.

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