Institutional Ownership Universal Insurance Holdings, Inc. (UVE)
This table provides information about the institutional ownership of Universal Insurance Holdings, Inc. (UVE). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
251
shares
|
$6,438
0.0% of portfolio
|
Q1 2025
Added 8266.67%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
230
shares
|
$5,899
0.0% of portfolio
|
Q1 2025
Reduced 31.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
192
shares
|
$4,924
0.0% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
135
shares
|
$3,462
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
102
shares
|
$2,616
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
101
shares
|
$2,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
100
shares
|
$2,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
98
shares
|
$2,513
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
80
shares
|
$2,052
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
79
shares
|
$2,026
0.0% of portfolio
|
Q4 2024
Added 68.09%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
74
shares
|
$1,898
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
55
shares
|
$1,410
0.0% of portfolio
|
Q1 2025
Reduced 32.1%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
55
shares
|
$1,410
0.0% of portfolio
|
Q4 2024
Reduced 45.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$1,282
0.0% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
37
shares
|
$949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
31
shares
|
$795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
30
shares
|
$769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
18
shares
|
$461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
18
shares
|
$461
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
16
shares
|
$410
0.0% of portfolio
|
Q1 2025
Reduced 48.39%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
11
shares
|
$282
0.0% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
9
shares
|
$230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6
shares
|
$153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
5
shares
|
$128
0.0% of portfolio
|
Q4 2024
New holding
|