As of the latest SEC filings, UNIVERSAL INSURANCE HOLDINGS, INC. (UVE) is held by 262 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $27,630,042.72 in market value, representing a significant portion of its portfolio.
Funds holding UNIVERSAL INSURANCE HOLDINGS, INC. (UVE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UVE
- CIK:
- 0000891166
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $27,630,042.72 | 808,842 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.12% | $27,237,476.84 | 774,452 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $21,744,752.96 | 636,556 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $9,991,158.93 | 252,111 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $9,542,322.72 | 279,342 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.06% | $8,995,296.66 | 226,982 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $7,681,799.94 | 193,838 | Apr 30, 2026 | Jun 29, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.19% | $7,394,958.00 | 186,600 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.10% | $7,143,148.98 | 180,246 | Apr 30, 2026 | Jun 24, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.25% | $6,025,789.84 | 176,399 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $5,777,105.04 | 169,119 | Mar 31, 2026 | May 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.12% | $5,616,015.94 | 159,682 | Feb 27, 2026 | Apr 24, 2026 |
|
MFCCX
Meridian Contrarian Fund
|
MF | Independent / Boutique | 0.92% | $5,397,280.00 | 158,000 | Mar 31, 2026 | Jun 1, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.02% | $5,170,129.80 | 130,460 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,047,474.95 | 127,365 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.24% | $4,888,159.36 | 143,096 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,587,363.78 | 130,434 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,434,831.49 | 126,097 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,345,886.56 | 123,568 | Feb 28, 2026 | Apr 24, 2026 |
|
-
SMALL COMPANY GROWTH PORTFOLIO
|
ETF | Vanguard | 0.31% | $4,314,271.36 | 126,296 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,692,842.29 | 93,183 | Apr 30, 2026 | Jun 29, 2026 |
|
USCAX
Victory Small Cap Stock Fund
|
MF | Independent / Boutique | 0.37% | $3,336,449.70 | 84,190 | Apr 30, 2026 | Jun 25, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.26% | $3,129,636.72 | 91,617 | Mar 31, 2026 | May 21, 2026 |
|
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
|
ETF | Independent / Boutique | 0.31% | $3,061,496.76 | 77,252 | Apr 30, 2026 | Jun 26, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.27% | $3,039,977.67 | 76,709 | Apr 30, 2026 | Jun 22, 2026 |
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