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 192 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $694 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
855
shares
|
$29,412
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
796
shares
|
$27,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
633
shares
|
$21,775
0.0% of portfolio
|
Q3 2025
Added 1338.64%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
596
shares
|
$20,502
0.0% of portfolio
|
Q3 2025
Added 106.23%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
592
shares
|
$20,364
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
560
shares
|
$19,264
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
454
shares
|
$15,617
0.0% of portfolio
|
Q3 2025
Reduced 47.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
441
shares
|
$15,170
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
400
shares
|
$13,760
0.0% of portfolio
|
Q4 2024
Reduced 65.37%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
383
shares
|
$13,175
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
381
shares
|
$13,106
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
350
shares
|
$12,040
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
350
shares
|
$12,040
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
326
shares
|
$11,214
0.0% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
230
shares
|
$7,912
0.0% of portfolio
|
Q3 2025
Added 618.75%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
165
shares
|
$5,676
0.0% of portfolio
|
Q3 2025
Reduced 97.58%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
159
shares
|
$5,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
143
shares
|
$4,919
0.0% of portfolio
|
Q3 2025
Reduced 62.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
143
shares
|
$4,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
136
shares
|
$4,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
135
shares
|
$4,644
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
103
shares
|
$3,543
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
102
shares
|
$3,508
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
98
shares
|
$3,371
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
89
shares
|
$3,061
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|