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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,565 | 55K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 1,526 | 52.1K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,507 | 59.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,415 | 48.3K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 1,335 | 52.9K $ | 0.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,326 | 45.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,277 | 44.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,215 | 41.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,143 | 45.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 1,113 | 38K $ | 0.67 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,103 | 38.8K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,090 | 43.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,072 | 42.5K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 928 | 31.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 914 | 31.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 883 | 30.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 836 | 29.4K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 835 | 28.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 829 | 32.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 820 | 28K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 800 | 27.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 674 | 23.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 668 | 22.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 651 | 22.2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 622 | 24.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 618 | 24.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 592 | 20.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 551 | 18.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 503 | 17.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 494 | 17.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 480 | 16.4K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 477 | 16.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 463 | 18.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 439 | 17.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 439 | 15K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 422 | 14.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 381 | 15.1K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 311 | 10.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 308 | 10.5K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 299 | 11.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 287 | 11.4K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 283 | 9.7K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 270 | 9.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 269 | 10.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 267 | 9.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 169 | 5.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 148 | 5.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 138 | 5.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 130 | 4.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 85 | 2.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 64 | 2.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 60 | 2.1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 60 | 2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 46 | 1.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 45 | 1.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 42 | 1.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 36 | 1.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 26 | 914.4 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 16 | 634.1 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 281.4 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 239.1 $ | 0.01 % | 0.00 % | as of Mar 31, 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 | 1.54 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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
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.
| Fund | Bond lines | Value | |
|---|---|---|---|
| BBH Income Fund | 1 | 9.2M $ | as of Apr 30, 2026 |
| Thompson Bond Fund | 1 | 6.9M $ | as of Feb 28, 2026 |
| BBH Limited Duration Fund | 1 | 4.2M $ | as of Apr 30, 2026 |
| Destra Flaherty & Crumrine Preferred and Income Fund | 1 | 455.9K $ | as of Mar 31, 2026 |
| iMGP Low Duration Income Fund | 1 | 341.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Universal Insurance Holdings Inc". https://titelia.com/en/stocks/universal-insurance-holdings-inc-US91359V1070