Titelia

Fund shareholders of Universal Insurance Holdings Inc

ISIN US91359V1070 · United States · LEI 529900GGAZ6WVUCWQM46

Fund shareholders
278
Of which ETFs
66 212 other funds
Value held
≈ 377.4M $ 375.4M $ · 1.7M €
Share of capital
32.9 % of 27.8M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Avantis U.S. Small Cap Value ETF American Century ETF Trust 873,92132.4M $0.12 %3.14 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 796,84233M $0.00 %2.86 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 671,58327.8M $0.03 %2.41 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 288,98412M $0.01 %1.04 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 278,06612.2M $0.04 %1.00 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 247,71910.2M $0.33 %0.89 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 241,81710M $0.07 %0.87 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 232,90210.2M $0.06 %0.84 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 198,6608.7M $0.06 %0.71 %as of Jul 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 182,9708M $0.20 %0.66 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 180,2467.9M $0.10 %0.65 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 157,6685.8M $0.11 %0.57 %as of May 29, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 154,2956.7M $0.03 %0.55 %as of Jul 31, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 135,0005.6M $0.82 %0.49 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 130,9834.8M $0.01 %0.47 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 130,7124.8M $0.03 %0.47 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 127,3655.6M $0.03 %0.46 %as of Jul 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 126,2965.2M $0.31 %0.45 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 121,5464.5M $0.02 %0.44 %as of May 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 98,6964.1M $0.68 %0.35 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 93,1834.1M $0.03 %0.33 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 91,6173.8M $0.29 %0.33 %as of Jun 30, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 90,4984M $0.38 %0.33 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 87,5503.2M $0.00 %0.31 %as of May 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 85,1033.5M $0.23 %0.31 %as of Jun 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 84,1903.7M $0.38 %0.30 %as of Jul 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 83,3693.4M $1.30 %0.30 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 77,5242.9M $0.00 %0.28 %as of May 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 77,1233.4M $0.08 %0.28 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 76,7093.4M $0.25 %0.28 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 75,2083.3M $0.13 %0.27 %as of Jul 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 72,7743M $1.16 %0.26 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 67,1112.9M $0.01 %0.24 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 66,7522.5M $0.09 %0.24 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 61,7632.7M $0.04 %0.22 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 61,2462.5M $0.04 %0.22 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 59,3482.6M $0.12 %0.21 %as of Jul 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 58,0002.4M $0.70 %0.21 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 56,4532.5M $0.01 %0.20 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 53,9792.4M $0.06 %0.19 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,9922.2M $0.01 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 48,5731.8M $0.00 %0.17 %as of May 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 48,5002.1M $0.49 %0.17 %as of Jul 31, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 47,9002.1M $0.30 %0.17 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 47,4952M $0.03 %0.17 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 45,9172M $0.20 %0.16 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 43,4651.6M $0.09 %0.16 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 43,1791.6M $0.01 %0.16 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 41,2151.5M $0.12 %0.15 %as of May 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 40,9571.5M $0.36 %0.15 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 39,6501.6M $0.07 %0.14 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 39,4231.7M $0.05 %0.14 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 38,4351.4M $0.00 %0.14 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 38,0291.6M $0.07 %0.14 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 37,6891.6M $0.23 %0.14 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 37,3041.4M $0.14 %0.13 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 36,9921.5M $0.00 %0.13 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 36,8001.5M $0.18 %0.13 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 35,9351.6M $0.24 %0.13 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 35,5801.5M $0.07 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 33,5281.5M $0.04 %0.12 %as of Jul 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 33,1521.2M $0.07 %0.12 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 30,4361.3M $0.01 %0.11 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 29,8571.1M $0.17 %0.11 %as of May 31, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 29,4011.2M $0.27 %0.11 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 29,3591.3M $0.05 %0.11 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 29,2941.2M $0.32 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 28,3121.2M $0.03 %0.10 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 26,3811.1M $0.13 %0.09 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 25,8201.1M $0.18 %0.09 %as of Jun 30, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 25,4341.1M $1.74 %0.09 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 24,459905.5K $0.01 %0.09 %as of May 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 24,3241M $0.13 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 22,236971.9K $0.00 %0.08 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 22,021910.8K $0.18 %0.08 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 21,487888.7K $0.21 %0.08 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 21,397885K $0.12 %0.08 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,387891.1K $0.02 %0.07 %as of Jul 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 20,100831.3K $0.04 %0.07 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 19,221795K $0.40 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,103748.7K $0.03 %0.07 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 17,257713.7K $0.32 %0.06 %as of Jun 30, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 16,846696.8K $0.36 %0.06 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,051701.6K $0.01 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,897694.9K $0.00 %0.06 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,393569.8K $0.04 %0.06 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 15,337634.3K $0.02 %0.06 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,743609.8K $0.06 %0.05 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 14,500599.7K $0.05 %0.05 %as of Jun 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 14,364531.8K $0.25 %0.05 %as of May 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 14,342593.2K $0.06 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,290591K $0.03 %0.05 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 14,258589.7K $0.25 %0.05 %as of Jun 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 14,193525.4K $0.11 %0.05 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,165524.4K $0.00 %0.05 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,645564.4K $0.00 %0.05 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,515590.7K $0.07 %0.05 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,484589.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 13,309581.7K $0.45 %0.05 %as of Jul 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,086484.4K $0.25 %0.05 %as of May 31, 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 1.74 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 1.30 %as of Jun 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 1.16 %as of Jun 30, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 0.99 %as of May 31, 2026 ↗
ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. 0.96 %as of Dec 31, 2025 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 0.84 %as of Jul 31, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 0.82 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3274+139,154,117+5.6 %
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

7 funds declare 7 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
Thompson Bond Fund16.9M $as of May 31, 2026
BBH Income Fund14.7M $as of Jul 31, 2026
Unconstrained Bond Series12.4M $as of Jun 30, 2026
Core Bond Series11.7M $as of Jun 30, 2026
Credit Series11.1M $as of Jun 30, 2026
PACE Strategic Fixed Income Investments1585K $as of Jul 31, 2026
PACE Intermediate Fixed Income Investments1465K $as of Jul 31, 2026
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Titelia. "Fund shareholders of Universal Insurance Holdings Inc". https://titelia.com/en/stocks/universal-insurance-holdings-inc-US91359V1070