UVENYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
UNIVERSAL INSURANCE HOLDINGS, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$46.92−0.20 (-0.42%)
Close on Oct 19, 2026
- Market cap
- $1.36B
- P/E (TTM)
- 6.2
- Dividend yield
- 1.64%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
77.6%
22M of 28M shares
Institutional holders
222
34 new, 24 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $10.96M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,071,555 | 7.10% | 13G (passive) amendment | Dec 31, 2023 |
| Sean P. Downes | 1,888,710 | 6.60% | 13D (active) amendment | Jul 28, 2025 |
| Stephen J. Donaghy | 1,501,022 | 5.19% | 13D (active) | Feb 28, 2024 |
| DSCO Value Fund, L.P. | 1,494,895 | 5.30% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UVE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,683,917 | 9.64% | $111.01M | +99,676 | 0.00% |
| Dimensional Fund Advisors LP | 1,294,058 | 4.65% | $53.52M | +3,006 | 0.01% |
| Vanguard Capital Management LLC | 1,110,926 | 3.99% | $45.95M | −4,795 | 0.00% |
| American Century Companies Inc | 1,108,045 | 3.98% | $45.83M | +108,115 | 0.02% |
| Vanguard Portfolio Management LLC | 940,840 | 3.38% | $38.91M | +178,853 | 0.00% |
| Geode Capital Management, LLC | 888,725 | 3.19% | $36.76M | −2,421 | 0.00% |
| Donald Smith & Co., Inc. | 721,686 | 2.59% | $29.85M | −451,851 | 0.53% |
| State Street Corp | 642,440 | 2.31% | $26.57M | +37,055 | 0.00% |
| Two Sigma Investments, LP | 598,836 | 2.15% | $24.77M | −60,617 | 0.02% |
| Morgan Stanley | 589,139 | 2.12% | $24.37M | −13,818 | 0.00% |
| Renaissancere Holdings Ltd | 583,771 | 2.10% | $24.14M | – | 5.73% |
| Goldman Sachs Group Inc | 552,379 | 1.98% | $22.85M | −101,818 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 512,180 | 1.84% | $21.18M | +2,329 | 0.01% |
| Qube Research & Technologies Ltd | 372,046 | 1.34% | $15.39M | +151,467 | 0.01% |
| Jacobs Levy Equity Management, Inc | 328,726 | 1.18% | $13.60M | −7,762 | 0.05% |
| Aqr Capital Management LLC | 314,811 | 1.13% | $13.02M | +103,787 | 0.00% |
| Bridgeway Capital Management, LLC | 299,604 | 1.08% | $12.39M | +6,891 | 0.22% |
| Lsv Asset Management | 274,300 | 0.99% | $11.35K | −500 | 0.02% |
| Bnp Paribas Arbitrage, Snc | 274,228 | 0.99% | $11.34M | +17,136 | 0.00% |
| Northern Trust Corp | 271,023 | 0.97% | $11.21M | +10,344 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 222 | 22M | 77.6% | 34 / 80 | 66 / 24 | 2M | 1M |
| Q1 2026 | 216 | 21M | 76.0% | 31 / 86 | 59 / 24 | 4M | 2M |
| Q4 2025 | 215 | 21M | 75.4% | 44 / 63 | 71 / 9 | 2M | 2M |
| Q3 2025 | 181 | 21M | 76.5% | 16 / 70 | 66 / 24 | 2M | 2M |
| Q2 2025 | 191 | 22M | 78.0% | 29 / 74 | 56 / 13 | 3M | 2M |
| Q1 2025 | 176 | 21M | 74.8% | 26 / 57 | 58 / 16 | 2M | 2M |
| Q4 2024 | 168 | 20M | 71.9% | 22 / 50 | 58 / 27 | 1M | 2M |
| Q3 2024 | 173 | 20M | 72.6% | 27 / 60 | 53 / 17 | 4M | 1M |
| Q2 2024 | 165 | 20M | 70.7% | 32 / 60 | 44 / 15 | 2M | 2M |
| Q1 2024 | 151 | 20M | 72.0% | 20 / 49 | 52 / 19 | 2M | 3M |
| Q4 2023 | 152 | 20M | 72.5% | 30 / 39 | 56 / 22 | 3M | 3M |
| Q3 2023 | 144 | 20M | 72.6% | 26 / 53 | 39 / 36 | 5M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UVE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 873,921 | 3.14% | $32.35M | 0.12% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 796,842 | 2.86% | $32.96M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 671,583 | 2.41% | $27.78M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 288,984 | 1.04% | $11.95M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 278,066 | 1.00% | $12.15M | 0.04% | Jul 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 247,719 | 0.89% | $10.25M | 0.33% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 241,817 | 0.87% | $10.00M | 0.07% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 232,902 | 0.84% | $10.18M | 0.06% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 198,660 | 0.71% | $8.68M | 0.06% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 182,970 | 0.66% | $8.00M | 0.20% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 180,246 | 0.65% | $7.88M | 0.10% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 157,668 | 0.57% | $5.84M | 0.11% | May 29, 2026 |
| Vanguard Explorer Fund | 154,295 | 0.55% | $6.74M | 0.03% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 149,987 | 0.54% | $6.20M | 0.26% | Jun 30, 2026 |
| Meridian Contrarian Fund | 135,000 | 0.49% | $5.58M | 0.82% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sean P. Downes | Executive Chairman, Director | 1,134,645 | 4.08% | Sep 11, 2026 |
| Stephen Donaghy | CEO, Director | 699,461 | 2.51% | Mar 31, 2026 |
| Kimberly D. Campos | CIO & CAO, Director | 7,422 | 0.03% | Mar 31, 2026 |
| Frank Wilcox | CFO | 136,882 | 0.49% | Mar 31, 2026 |
| Gary Lloyd Ropiecki | Principal Accounting Officer | 7,312 | 0.03% | Dec 23, 2025 |
| Michael Pietrangelo | Director | 84,707 | 0.30% | Jun 12, 2026 |
| Scott P. Callahan | Director | 32,511 | 0.12% | Jun 12, 2026 |
| Francis Xavier McCahill III | Director | 29,475 | 0.11% | Jun 12, 2026 |
| Richard D. Peterson | Director | 28,869 | 0.10% | Jun 12, 2026 |
| Ozzie A. Schindler | Director | 44,204 | 0.16% | Jun 12, 2026 |
| Marlene Gordon | Director | 28,475 | 0.10% | Jun 12, 2026 |
| Shannon A. Brown | Director | 16,138 | 0.06% | Jun 12, 2026 |
| Jon Springer | Director | 250,734 | 0.90% | Jun 12, 2026 |
| Carol G. Barton | Director | 8,642 | 0.03% | Jun 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sean P. Downes Executive Chairman, Director | Sep 11, 2026 | Sale | −20,000 | $43.98 | $879.60K | 1,084,645 |
| Sean P. Downes Executive Chairman, Director | Aug 5, 2026 | Sale | −20,000 | $44.27 | $885.40K | 1,104,645 |
| Sean P. Downes Executive Chairman, Director | Jul 28, 2026 | Tax withholding | −23,610 | $44.22 | $1.04M | 1,124,645 |
| Carol G. Barton Director | Jun 11, 2026 | Award | +3,414 | – | – | 8,642 |
| Sean P. Downes Executive Chairman, Director | Jun 11, 2026 | Sale | −20,000 | $38.22 | $764.40K | 1,148,255 |
| Scott P. Callahan Director | Jun 11, 2026 | Award | +3,414 | – | – | 32,511 |
| Jon Springer Director | Jun 11, 2026 | Award | +3,414 | – | – | 250,734 |
| Marlene Gordon Director | Jun 11, 2026 | Award | +3,414 | – | – | 28,475 |
| Richard D. Peterson Director | Jun 11, 2026 | Award | +3,414 | – | – | 22,550 |
| Michael Pietrangelo Director | Jun 11, 2026 | Award | +3,414 | – | – | 84,707 |
| Francis Xavier McCahill III Director | Jun 11, 2026 | Award | +3,414 | – | – | 29,475 |
| Ozzie A. Schindler Director | Jun 11, 2026 | Award | +3,414 | – | – | 44,204 |
| Shannon A. Brown Director | Jun 11, 2026 | Award | +3,414 | – | – | 16,138 |
| Sean P. Downes Executive Chairman, Director | May 15, 2026 | Sale | −19,518 | $38.71 | $755.54K | 1,168,737 |
| Sean P. Downes Executive Chairman, Director | May 15, 2026 | Sale | −482 | $39.40 | $18.99K | 1,168,255 |
| Michael Pietrangelo Director | May 13, 2026 | Sale | −4,500 | $39.29 | $176.81K | 81,293 |
| Michael Pietrangelo Director | May 12, 2026 | Sale | −3,000 | $39.55 | $118.65K | 85,793 |
| Sean P. Downes Executive Chairman, Director | Apr 29, 2026 | Sale | −2,244 | $41.01 | $92.03K | 1,188,255 |
| Sean P. Downes Executive Chairman, Director | Apr 29, 2026 | Sale | −5,837 | $40.08 | $233.95K | 1,190,499 |
| Sean P. Downes Executive Chairman, Director | Apr 29, 2026 | Sale | −11,919 | $39.25 | $467.82K | 1,196,336 |
| Kimberly D. Campos CIO & CAO, Director | Mar 31, 2026 | Sale | −946 | $34.12 | $32.28K | 7,422 |
| Sean P. Downes Executive Chairman, Director | Mar 30, 2026 | Tax withholding | −3,592 | $34.16 | $122.70K | 1,208,255 |
| Richard D. Peterson Director | Mar 30, 2026 | Sale | −2,000 | $34.10 | $68.20K | 6,319 |
| Stephen Donaghy CEO, Director | Mar 30, 2026 | Tax withholding | −6,286 | $34.16 | $214.73K | 699,461 |
| Sean P. Downes Executive Chairman, Director | Mar 27, 2026 | Tax withholding | −3,283 | $33.67 | $110.54K | 1,211,847 |
| Sean P. Downes Executive Chairman, Director | Mar 27, 2026 | Option exercise | +8,342 | – | – | 1,215,130 |
| Frank Wilcox CFO | Mar 27, 2026 | Option exercise | +2,503 | – | – | 136,882 |
| Frank Wilcox CFO | Mar 27, 2026 | Tax withholding | −610 | $33.67 | $20.54K | 136,272 |
| Stephen Donaghy CEO, Director | Mar 27, 2026 | Option exercise | +14,598 | – | – | 711,492 |
| Stephen Donaghy CEO, Director | Mar 27, 2026 | Tax withholding | −5,745 | $33.67 | $193.43K | 705,747 |
| Kimberly D. Campos CIO & CAO, Director | Mar 27, 2026 | Option exercise | +1,251 | – | – | 8,673 |
| Kimberly D. Campos CIO & CAO, Director | Mar 27, 2026 | Tax withholding | −305 | $33.67 | $10.27K | 8,368 |
| Kimberly D. Campos CIO & CAO, Director | Mar 26, 2026 | Sale | −879 | $33.84 | $29.75K | 7,422 |
| Sean P. Downes Executive Chairman, Director | Mar 25, 2026 | Sale | −20,000 | $34.60 | $692.00K | 1,206,788 |
| Frank Wilcox CFO | Mar 19, 2026 | Option exercise | +2,326 | – | – | 134,946 |
| Frank Wilcox CFO | Mar 19, 2026 | Tax withholding | −567 | $32.89 | $18.65K | 134,379 |
| Stephen Donaghy CEO, Director | Mar 19, 2026 | Tax withholding | −5,339 | $32.89 | $175.60K | 696,894 |
| Stephen Donaghy CEO, Director | Mar 19, 2026 | Option exercise | +13,566 | – | – | 702,233 |
| Kimberly D. Campos CIO & CAO, Director | Mar 19, 2026 | Option exercise | +1,163 | – | – | 8,585 |
| Kimberly D. Campos CIO & CAO, Director | Mar 19, 2026 | Tax withholding | −284 | $32.89 | $9.34K | 8,301 |
| Sean P. Downes Executive Chairman, Director | Mar 19, 2026 | Tax withholding | −5,034 | $32.89 | $165.57K | 1,226,788 |
| Sean P. Downes Executive Chairman, Director | Mar 19, 2026 | Option exercise | +12,791 | – | – | 1,231,822 |
| Kimberly D. Campos CIO & CAO, Director | Mar 3, 2026 | Sale | −1,710 | $35.38 | $60.50K | 7,422 |
| Stephen Donaghy CEO, Director | Feb 24, 2026 | Award | +47,919 | – | – | 702,880 |
| Stephen Donaghy CEO, Director | Feb 24, 2026 | Tax withholding | −14,213 | $30.23 | $429.66K | 688,667 |
| Sean P. Downes Executive Chairman, Director | Feb 24, 2026 | Tax withholding | −6,863 | $30.23 | $207.47K | 1,219,031 |
| Sean P. Downes Executive Chairman, Director | Feb 24, 2026 | Award | +27,382 | – | – | 1,225,894 |
| Richard D. Peterson Director | Dec 30, 2025 | Sale | −1,855 | $33.61 | $62.35K | 8,319 |
| Stephen Donaghy CEO, Director | Dec 30, 2025 | Sale | −25,000 | $33.77 | $844.25K | 654,961 |
| Sean P. Downes Executive Chairman, Director | Dec 30, 2025 | Gift | +30,000 | – | – | 48,000 |
| Sean P. Downes Executive Chairman, Director | Dec 30, 2025 | Gift | −30,000 | – | – | 1,198,512 |
| Sean P. Downes Executive Chairman, Director | Dec 30, 2025 | Gift | −15,000 | – | – | 1,228,512 |
| Stephen Donaghy CEO, Director | Dec 29, 2025 | Sale | −25,000 | $34.07 | $851.75K | 679,961 |
| Gary Lloyd Ropiecki Principal Accounting Officer | Dec 22, 2025 | Tax withholding | −325 | $34.63 | $11.25K | 7,312 |
| Gary Lloyd Ropiecki Principal Accounting Officer | Dec 20, 2025 | Option exercise | +1,334 | – | – | 7,637 |
| Gary Lloyd Ropiecki Principal Accounting Officer | Dec 19, 2025 | Option exercise | +1,667 | – | – | 6,709 |
| Gary Lloyd Ropiecki Principal Accounting Officer | Dec 19, 2025 | Tax withholding | −406 | $33.89 | $13.76K | 6,303 |
| Sean P. Downes Executive Chairman, Director | Dec 19, 2025 | Sale | −20,000 | $33.82 | $676.40K | 1,243,512 |
| Gary Lloyd Ropiecki Principal Accounting Officer | Dec 16, 2025 | Tax withholding | −406 | $33.19 | $13.48K | 5,042 |
| Kimberly D. Campos CIO & CAO, Director | Dec 16, 2025 | Tax withholding | −406 | $33.19 | $13.48K | 9,132 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sean P. Downes Officer | Sep 11, 2026 | 20,000 | $876.00K | Sep 11, 2026 | Lieu Compensation |
| Sean P. Downes Officer | Aug 5, 2026 | 20,000 | $883.00K | Aug 5, 2026 | Lieu Compensation |
| Sean P. Downes Officer | Jun 11, 2026 | 20,000 | $757.00K | Jun 11, 2026 | Lieu Compensation |
| Sean P. Downes Officer | May 15, 2026 | 20,000 | $782.00K | May 15, 2026 | Lieu Compensation |
| Pietrangelo Michael Director | May 13, 2026 | 7,500 | $293.85K | May 12, 2026 | Stock Award |
| Sean P. Downes Officer | Apr 29, 2026 | 20,000 | $824.00K | Apr 29, 2026 | Lieu Compensation |
| Campos Kim affiliate | Mar 31, 2026 | 946 | $32.28K | Mar 31, 2026 | Restricted Stock Awards |
| D. Peterson Richard Director | Mar 30, 2026 | 2,000 | $67.34K | Mar 30, 2026 | Restricted Stock Award |
| Sean P. Downes Officer | Mar 25, 2026 | 20,000 | $696.00K | Mar 25, 2026 | Lieu Compensation |
| Stephen Donaghy Officer, Director | Dec 30, 2025 | 25,000 | $844.40K | Dec 30, 2025 | Open Market Purchase |
| Stephen Donaghy Officer, Director | Dec 30, 2025 | 25,000 | $844.40K | Dec 30, 2025 | Open Market Purchase |
| D. Peterson Richard Director | Dec 30, 2025 | 1,855 | $63.33K | Dec 30, 2025 | Stock Option Exercise |
| Stephen Donaghy Officer, Director | Dec 29, 2025 | 25,000 | $851.78K | Dec 29, 2025 | Open Market Purchase |
| Sean P. Downes Officer | Dec 19, 2025 | 20,000 | $680.00K | Dec 19, 2025 | Lieu Compensation |
| Sean P. Downes Officer | Nov 25, 2025 | 20,000 | $678.80K | Nov 25, 2025 | Lieu Compensation |