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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,688 | 69.8K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,683 | 69.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 1,673 | 69.2K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,671 | 73K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,617 | 59.9K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,565 | 57.9K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 1,553 | 64.2K $ | 0.08 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 1,526 | 63.1K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,507 | 65.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,340 | 55.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,327 | 54.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,326 | 54.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,207 | 44.7K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,198 | 52.4K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,197 | 44.3K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,188 | 51.9K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 1,161 | 48K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 1,137 | 47K $ | 0.68 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,097 | 45.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,090 | 47.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,088 | 40.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,001 | 41.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 944 | 34.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 937 | 38.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 936 | 34.7K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 882 | 36.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 836 | 30.9K $ | 0.09 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 835 | 34.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 829 | 36.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 809 | 33.5K $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 808 | 35.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 751 | 31.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 674 | 25K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 620 | 25.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 603 | 24.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 595 | 26K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 551 | 22.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 510 | 18.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 503 | 20.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 494 | 18.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 492 | 20.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 470 | 19.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 449 | 18.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 432 | 18.9K $ | 0.10 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 422 | 17.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 343 | 15K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 339 | 14K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 338 | 14K $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 327 | 14.3K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 327 | 13.5K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 305 | 12.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 284 | 11.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust | 280 | 11.6K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 276 | 11.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 270 | 11.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 267 | 11K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Spectrum Fund Meeder Funds | 235 | 9.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 169 | 7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 145 | 6.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust | 144 | 6K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 137 | 5.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 135 | 5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 124 | 4.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 104 | 4.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 81 | 3K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 68 | 2.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 63 | 2.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 47 | 1.9K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 38 | 1.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 24 | 888.5 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 21 | 917.9 $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 16 | 699.4 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 296.2 $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 289.5 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 907.6K € | 0.96 % | as of Dec 31, 2025 ↗ | ||
| ELCANO SPECIAL SITUATIONS, SICAV,S.A. GESALCALA, S.A., S.G.I.I.C. | 727.7K € | 5.83 % | as of Dec 31, 2025 ↗ | ||
| MARSOT INVERSIONS SICAV SA GVC GAESCO GESTIÓN, SGIIC, S.A. | 49.7K € | 1.90 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / RIVER GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 48.5K € | 2.26 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 274 | +13 | 9,154,117 | +5.6 % |
| 2026Q2 | 261 | +12 | 8,666,126 | +2.7 % |
| 2026Q1 | 249 | +9 | 8,436,250 | -1.3 % |
| 2025Q4 | 240 | -1 | 8,550,181 | +0.6 % |
| 2025Q3 | 241 | +16 | 8,499,332 | +10.6 % |
| 2025Q2 | 225 | +7 | 7,685,056 | -1.4 % |
| 2025Q1 | 218 | +5 | 7,790,849 | -0.4 % |
| 2024Q4 | 213 | +12 | 7,824,950 | +4.1 % |
| 2024Q3 | 201 | 0 | 7,519,001 | +1.3 % |
| 2024Q2 | 201 | +15 | 7,418,933 | +7.7 % |
| 2024Q1 | 186 | -2 | 6,891,494 | -1.9 % |
| 2023Q4 | 188 | 7,021,892 |
Institutional managers
209 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,584,241 | 88.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,291,052 | 44.1M $ | as of Mar 31, 2026 |
| DONALD SMITH & CO., INC. | 1,173,537 | 40.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 999,930 | 34.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 891,146 | 30.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 659,453 | 22.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 654,197 | 22.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 605,385 | 20.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 602,957 | 20.6M $ | as of Mar 31, 2026 |
| RENAISSANCERE HOLDINGS LTD | 583,771 | 19.9M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 509,851 | 17.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 336,488 | 11.5M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 292,713 | 10M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 274,800 | 9.4K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 260,679 | 8.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 259,920 | 8.9M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 257,092 | 8.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 246,808 | 8.4M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 239,795 | 8.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 233,412 | 8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 224,661 | 7.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 222,844 | 7.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 220,579 | 7.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 211,024 | 7.2M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 207,485 | 7.1M $ | 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.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Thompson Bond Fund | 1 | 6.9M $ | as of May 31, 2026 |
| BBH Income Fund | 1 | 4.7M $ | as of Jul 31, 2026 |
| Unconstrained Bond Series | 1 | 2.4M $ | as of Jun 30, 2026 |
| Core Bond Series | 1 | 1.7M $ | as of Jun 30, 2026 |
| Credit Series | 1 | 1.1M $ | as of Jun 30, 2026 |
| PACE Strategic Fixed Income Investments | 1 | 585K $ | as of Jul 31, 2026 |
| PACE Intermediate Fixed Income Investments | 1 | 465K $ | as of Jul 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Universal Insurance Holdings Inc". https://titelia.com/en/stocks/universal-insurance-holdings-inc-US91359V1070