Titelia

Fund shareholders of Universal Insurance Holdings Inc

ISIN US91359V1070 · United States · LEI 529900GGAZ6WVUCWQM46

Fund shareholders
265
Of which ETFs
63 202 other funds
Value held
≈ 314.3M $ 312.2M $ · 1.7M €
Share of capital
31.1 % of 27.8M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 808,84227.6M $0.00 %2.91 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 774,45227.2M $0.12 %2.78 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 636,55621.7M $0.03 %2.29 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 279,3429.5M $0.01 %1.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 252,11110M $0.03 %0.91 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 226,9829M $0.06 %0.82 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 193,8387.7M $0.06 %0.70 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 186,6007.4M $0.19 %0.67 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 180,2467.1M $0.10 %0.65 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 176,3996M $0.25 %0.63 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 169,1195.8M $0.05 %0.61 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 159,6825.6M $0.12 %0.57 %as of Feb 27, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 158,0005.4M $0.92 %0.57 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 130,4605.2M $0.02 %0.47 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 130,4344.6M $0.01 %0.47 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 127,3655M $0.03 %0.46 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 126,2964.3M $0.31 %0.45 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 126,0974.4M $0.03 %0.45 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 123,5684.3M $0.02 %0.44 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 93,1833.7M $0.03 %0.33 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 91,6173.1M $0.26 %0.33 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 84,8423M $0.00 %0.30 %as of Feb 28, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 84,1903.3M $0.37 %0.30 %as of Apr 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 80,2712.7M $1.21 %0.29 %as of Mar 31, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 77,2523.1M $0.31 %0.28 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 76,7093M $0.27 %0.28 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 73,5472.6M $0.00 %0.26 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 72,9242.9M $0.12 %0.26 %as of Apr 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 72,7742.5M $1.03 %0.26 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 67,1112.7M $0.01 %0.24 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 66,8082.3M $0.10 %0.24 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 64,1552.2M $0.18 %0.23 %as of Mar 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 58,0002M $0.64 %0.21 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 56,4532.2M $0.01 %0.20 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 55,5522.2M $0.03 %0.20 %as of Apr 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 53,9322.1M $0.30 %0.19 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,9922M $0.01 %0.18 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 50,0462M $0.05 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 48,5731.7M $0.00 %0.17 %as of Feb 28, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 47,9781.6M $0.01 %0.17 %as of Mar 31, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 47,9001.9M $0.29 %0.17 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 45,9171.8M $0.25 %0.16 %as of Apr 30, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 45,3151.6M $0.95 %0.16 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 44,9881.6M $0.01 %0.16 %as of Feb 28, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 43,8691.5M $0.35 %0.16 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 43,4651.5M $0.10 %0.16 %as of Feb 28, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 42,6121.7M $0.09 %0.15 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 41,6501.7M $0.04 %0.15 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 41,2461.4M $0.03 %0.15 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 41,2151.4M $0.12 %0.15 %as of Feb 28, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 40,9171.4M $0.37 %0.15 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 40,5041.4M $0.03 %0.15 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 38,2041.3M $0.07 %0.14 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 37,0891.3M $0.24 %0.13 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 36,8181.3M $0.07 %0.13 %as of Mar 31, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 36,8001.3M $0.17 %0.13 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 36,5051.3M $0.00 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 36,1761.2M $0.00 %0.13 %as of Mar 31, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 34,5381.2M $1.46 %0.12 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 34,5221.2M $0.14 %0.12 %as of Feb 28, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 33,1311.2M $0.08 %0.12 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 32,1351.3M $0.04 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 31,6191.3M $0.03 %0.11 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 30,4361M $0.01 %0.11 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 29,8571.1M $0.19 %0.11 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 29,4011M $0.28 %0.11 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 28,072958.9K $0.22 %0.10 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 27,320933.3K $0.14 %0.10 %as of Mar 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 27,066924.6K $0.55 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 26,385901.3K $0.03 %0.09 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 26,080890.9K $0.20 %0.09 %as of Mar 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 25,882884.1K $1.54 %0.09 %as of Mar 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 25,761880K $0.59 %0.09 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 25,5001M $0.25 %0.09 %as of Apr 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 24,575839.5K $0.23 %0.09 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 24,459860.2K $0.01 %0.09 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 24,426834.4K $0.05 %0.09 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 24,324830.9K $0.12 %0.09 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 23,695809.4K $0.10 %0.09 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,589934.8K $0.02 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 22,236881.2K $0.00 %0.08 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 21,345729.1K $0.12 %0.08 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 20,255691.9K $0.02 %0.07 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 20,100686.6K $0.04 %0.07 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 19,085671.2K $0.15 %0.07 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,486693K $0.01 %0.06 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,403594.5K $0.03 %0.06 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 17,257589.5K $0.31 %0.06 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 15,384525.5K $0.05 %0.06 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,186518.8K $0.06 %0.05 %as of Mar 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 14,654500.6K $0.32 %0.05 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,605513.7K $0.05 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,500495.3K $0.00 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,290488.1K $0.03 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 14,258487.1K $0.26 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,165498.2K $0.00 %0.05 %as of Feb 28, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 13,703468.1K $0.24 %0.05 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,515535.6K $0.06 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,484534.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,346469.4K $0.25 %0.05 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ELCANO SPECIAL SITUATIONS, SICAV,S.A. GESALCALA, S.A., S.G.I.I.C. 5.83 %as of Dec 31, 2025 ↗
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / RIVER GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.26 %as of Dec 31, 2025 ↗
MARSOT INVERSIONS SICAV SA GVC GAESCO GESTIÓN, SGIIC, S.A. 1.90 %as of Dec 31, 2025 ↗
Even Herd Long Short ETF Tidal Trust II 1.54 %as of Mar 31, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 1.46 %as of Feb 28, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 1.21 %as of Mar 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 1.03 %as of Mar 31, 2026 ↗
ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. 0.96 %as of Dec 31, 2025 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 0.95 %as of Feb 28, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 0.92 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2261+128,666,126+2.7 %
2026Q1249+98,436,250-1.3 %
2025Q4240-18,550,181+0.6 %
2025Q3241+168,499,332+10.6 %
2025Q2225+77,685,056-1.4 %
2025Q1218+57,790,849-0.4 %
2024Q4213+127,824,950+4.1 %
2024Q320107,519,001+1.3 %
2024Q2201+157,418,933+7.7 %
2024Q1186-26,891,494-1.9 %
2023Q41887,021,892

Institutional managers

209 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,584,24188.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,291,05244.1M $as of Mar 31, 2026
DONALD SMITH & CO., INC.1,173,53740.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC999,93034.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC891,14630.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP659,45322.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC654,19722.3M $as of Mar 31, 2026
STATE STREET CORP605,38520.7M $as of Mar 31, 2026
MORGAN STANLEY602,95720.6M $as of Mar 31, 2026
RENAISSANCERE HOLDINGS LTD583,77119.9M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP509,85117.4M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC336,48811.5M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC292,71310M $as of Mar 31, 2026
LSV ASSET MANAGEMENT274,8009.4K $as of Mar 31, 2026
NORTHERN TRUST CORP260,6798.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC259,9208.9M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS257,0928.8M $as of Mar 31, 2026
Nuveen, LLC246,8088.4M $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.239,7958.2M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC233,4128M $as of Mar 31, 2026
Bank of New York Mellon Corp224,6617.7M $as of Mar 31, 2026
JPMORGAN CHASE & CO222,8447.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd220,5797.5M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC211,0247.2M $as of Mar 31, 2026
Russell Investments Group, Ltd.207,4857.1M $as of Mar 31, 2026

Funds holding the debt of Universal Insurance Holdings Inc

5 funds declare 5 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
BBH Income Fund19.2M $as of Apr 30, 2026
Thompson Bond Fund16.9M $as of Feb 28, 2026
BBH Limited Duration Fund14.2M $as of Apr 30, 2026
Destra Flaherty & Crumrine Preferred and Income Fund1455.9K $as of Mar 31, 2026
iMGP Low Duration Income Fund1341.9K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Universal Insurance Holdings Inc". https://titelia.com/en/stocks/universal-insurance-holdings-inc-US91359V1070