Universal Insurance Holdings Inc

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Universal Insurance Holdings Inc
TickerUVE
CIK #0000891166
CUSIP91359V107
SectorFinance - Fire, Marine & Casualty Insurance
Address1110 W Commercial Blvd Suite 100, Fort Lauderdale, FL 33309
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Universal Insurance Holdings Inc 2021-12-03 100.0 M Exemption: 506(b) · Remaining: Indefinite · Duration: One year or less · Commission: $3,000,000 · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0000891166] 10-K
[0000891166] 10-Q
[0000891166] 3
[0000891166] 4
[0000891166] 5
[0000891166] 8-K
[0000891166] D
[0000891166] SC 13D
[0000891166] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Donald Smith & Co Inc Universal Insurance Holdings Inc [2026-02-11] 0.0
Donald Smith & Co Inc Universal Insurance Holdings Inc [2025-11-13] 0.0
Donald Smith & Co Inc Universal Insurance Holdings Inc [2025-08-15] 0.0
Donald Smith & Co Inc Universal Insurance Holdings Inc [2025-05-14] 0.0
Donaghy Stephen Universal Insurance Holdings Inc [2025-04-07] 0.0
Donald Smith & Co Inc Universal Insurance Holdings Inc [2025-02-14] 0.0
Donald Smith & Co Inc Universal Insurance Holdings Inc [2024-10-25] 5.43
Donald Smith & Co Inc Universal Insurance Holdings Inc [2024-02-05] 5.83
Millennium Management LLC Universal Insurance Holdings Inc [2023-09-21] 4.7
BlackRock Inc Universal Insurance Holdings Inc [2023-01-24] 14.7
Dimensional Fund Advisors LP Universal Insurance Holdings Inc [2020-02-12] 5.25
Downes Sean P Universal Insurance Holdings Inc [2017-04-26] 5.2
Vanguard Group Inc Universal Insurance Holdings Inc [2016-01-08] 11.17
Allianz Global Investors US Holdings LLC Universal Insurance Holdings Inc [2015-02-13] 5.9
Dimensional Fund Advisors LP Universal Insurance Holdings Inc [2015-02-05] 5.22
BlackRock Inc Universal Insurance Holdings Inc [2015-02-02] 6.6
[2013-04-03] None
Form 3/4/5 Filer 2011 - 2026
Universal Insurance Holdings Inc
Schindler Ozzie A
Peterson Richard D
Brown Shannon A
Downes Sean P
Pietrangelo Michael
Gordon Marlene
Callahan Scott P
Springer Jon
Barton Carol G
McCahill Francis Xavier III
Donaghy Stephen
Campos Kimberly D
Wilcox Frank
Ropiecki Gary Lloyd
Wilentz Joel
Palmieri Ralph J
Lewis Darryl L
Slogoff Reed
Meier Bradley I
DeHeer George R
Meier Norman M
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Campos Kimberly D
Common Stock
2026-03-31 Sell 946 $34.12 32,278
Donaghy Stephen
Common Stock
2026-03-30 Tax withheld 6,286 $34.16 214,730
Downes Sean P
Common Stock
2026-03-30 Tax withheld 3,592 $34.16 122,703
Peterson Richard D
Common Stock
2026-03-30 Sell 2,000 $34.10 68,200
Campos Kimberly D
Restricted Stock Units · derivative
2026-03-27 Option exercise 1,251 $0.00
Donaghy Stephen
Common Stock
2026-03-27 Option exercise 14,598 $0.00
Wilcox Frank
Common Stock
2026-03-27 Option exercise 2,503 $0.00
Campos Kimberly D
Common Stock
2026-03-27 Option exercise 1,251 $0.00
Downes Sean P
Common Stock
2026-03-27 Option exercise 8,342 $0.00
Downes Sean P
Common Stock
2026-03-27 Tax withheld 3,283 $33.67 110,539
Donaghy Stephen
Common Stock
2026-03-27 Tax withheld 5,745 $33.67 193,434
Wilcox Frank
Common Stock
2026-03-27 Tax withheld 610 $33.67 20,539
Wilcox Frank
Restricted Stock Units · derivative
2026-03-27 Option exercise 2,503 $0.00
Campos Kimberly D
Common Stock
2026-03-27 Tax withheld 305 $33.67 10,269
Downes Sean P
Restricted Stock Units · derivative
2026-03-27 Option exercise 8,342 $0.00
Donaghy Stephen
Restricted Stock Units · derivative
2026-03-27 Option exercise 14,598 $0.00
Campos Kimberly D
Common Stock
2026-03-26 Sell 879 $33.84 29,745
Downes Sean P
Common Stock
2026-03-25 Sell 20,000 $34.60 692,000
Campos Kimberly D
Common Stock
2026-03-19 Option exercise 1,163 $0.00
Downes Sean P
Common Stock
2026-03-19 Option exercise 12,791 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 216 20,896,147
2025-12-31 216 20,776,451
2025-09-30 182 21,094,262
2025-06-30 192 21,629,380
2025-03-31 177 20,779,159
2024-12-31 169 19,932,849
2024-09-30 174 19,969,355
2024-06-30 165 19,755,025
2024-03-31 152 20,087,240
2023-12-31 153 20,123,717
2023-09-30 145 20,058,776
2023-06-30 157 20,698,160
Form 13F Holdings
Firm Period DFND Voting Shares
Sowell Financial Services LLC [2026-06-30] SOLE 80,634 80,634
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 43,065 43,065
Empirical Financial Services LLC DBA Empirical Wealth Ma [2026-06-30] SOLE 32,231 33,500
Rockwood Wealth Management LLC [2026-06-30] SOLE 0 23,869
A & I Financial Services LLC [2026-06-30] SOLE 0 23,372
Clark Asset Management LLC [2026-06-30] SOLE 0 8,150
CWA Asset Management Group LLC [2026-06-30] SOLE 0 7,274
IFP Advisors LLC [2026-06-30] SOLE 5,618 5,618
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 266 5,398
Alaska Retirement Management Board [2026-06-30] SOLE 1,246 1,246
Gamma Investing LLC [2026-06-30] DFND 1,166 1,166
Empirical Financial Services LLC DBA Empirical Wealth Ma [2026-06-30] OTR 794 794
Versant Capital Management Inc [2026-06-30] SOLE 596 596
City State Bank [2026-06-30] SOLE 171 171
Fortitude Family Office LLC [2026-06-30] SOLE 48 48
Torren Management LLC [2026-06-30] SOLE 0 30
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 30
Farther Finance Advisors LLC [2026-06-30] SOLE 0 23
Farmers & Merchants Investments Inc [2026-06-30] SOLE 18 18
Corecap Advisors LLC [2026-06-30] SOLE 0 15
Hughes Financial Services LLC [2026-06-30] SOLE 6 6
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