Funds holding Universal Insurance Holdings Inc
265 funds declare a position · 63 ETFs and 202 other funds · 312.2M $· 1.7M € · US91359V1070
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 808,842 | 27.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 774,452 | 27.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 636,556 | 21.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 279,342 | 9.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 252,111 | 10M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 6 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 226,982 | 9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 7 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 193,838 | 7.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 8 | Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 186,600 | 7.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 9 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 180,246 | 7.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 10 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 176,399 | 6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares Russell 2000 Value ETF iShares Trust | 169,119 | 5.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 12 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 159,682 | 5.6M $ | 0.12 % | as of Feb 27, 2026 · Original filing |
| 13 | Meridian Contrarian Fund Meridian Fund Inc | 158,000 | 5.4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 14 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 130,460 | 5.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 15 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 130,434 | 4.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 16 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 127,365 | 5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 17 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 126,296 | 4.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 18 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 126,097 | 4.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 19 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 123,568 | 4.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 93,183 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 21 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 91,617 | 3.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 22 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 84,842 | 3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 23 | Victory Small Cap Stock Fund Victory Portfolios III | 84,190 | 3.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 24 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 80,271 | 2.7M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 25 | Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 77,252 | 3.1M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 26 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 76,709 | 3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 27 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 73,547 | 2.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 28 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 72,924 | 2.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 29 | Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 72,774 | 2.5M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 30 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 67,111 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 31 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 66,808 | 2.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 32 | iShares Micro-Cap ETF iShares Trust | 64,155 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 33 | Small-Cap Value Fund Bridgeway Funds, Inc. | 58,000 | 2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 34 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 56,453 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 35 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 55,552 | 2.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 36 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 53,932 | 2.1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 37 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,992 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 38 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 50,046 | 2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 39 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 48,573 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | iShares Russell 2000 Growth ETF iShares Trust | 47,978 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 41 | LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 47,900 | 1.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 42 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 45,917 | 1.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 43 | Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 45,315 | 1.6M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| 44 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 44,988 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 45 | VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 43,869 | 1.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 46 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 43,465 | 1.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 47 | Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 42,612 | 1.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 48 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 41,650 | 1.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 49 | Master Small Cap Index Series Quantitative Master Series LLC | 41,246 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 50 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 41,215 | 1.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 51 | Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 40,917 | 1.4M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 52 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 40,504 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 53 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 38,204 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 54 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 37,089 | 1.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 55 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 36,818 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 56 | Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 36,800 | 1.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 57 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 36,505 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 58 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 36,176 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST | 34,538 | 1.2M $ | 1.46 % | as of Feb 28, 2026 · Original filing |
| 60 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 34,522 | 1.2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 61 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 33,131 | 1.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 62 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 32,135 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 63 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 31,619 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 64 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 30,436 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 65 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 29,857 | 1.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 66 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 29,401 | 1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 67 | Clearwater Select Equity Fund Clearwater Investment Trust | 28,072 | 958.9K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 68 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 27,320 | 933.3K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 69 | iShares US Small Cap Value Factor ETF iShares Trust | 27,066 | 924.6K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 70 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 26,385 | 901.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 71 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 26,080 | 890.9K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 72 | Even Herd Long Short ETF Tidal Trust II | 25,882 | 884.1K $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| 73 | AQR Small Cap Multi-Style Fund AQR Funds | 25,761 | 880K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 74 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 25,500 | 1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 75 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 24,575 | 839.5K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 76 | Avantis U.S. Equity ETF American Century ETF Trust | 24,459 | 860.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 77 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 24,426 | 834.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 78 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 24,324 | 830.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 79 | SMALL CAP EQUITY FUND GuideStone Funds | 23,695 | 809.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 80 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,589 | 934.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 81 | Nuveen Equity Index Fund TIAA-CREF Funds | 22,236 | 881.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 21,345 | 729.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 83 | Diversified Equity Master Portfolio Master Investment Portfolio | 20,255 | 691.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 84 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 20,100 | 686.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 85 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 19,085 | 671.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 86 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,486 | 693K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 87 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,403 | 594.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 88 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 17,257 | 589.5K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 89 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 15,384 | 525.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 90 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,186 | 518.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 91 | Small Company Fund American Century Quantitative Equity Funds, Inc. | 14,654 | 500.6K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 92 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 14,605 | 513.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 93 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 14,500 | 495.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | EQ/Small Company Index Portfolio EQ Advisors Trust | 14,290 | 488.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 95 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 14,258 | 487.1K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 96 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 14,165 | 498.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 97 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 13,703 | 468.1K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 98 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,515 | 535.6K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 99 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 13,484 | 534.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 100 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,346 | 469.4K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
Institutional managers
209 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,584,241 | 88.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,291,052 | 44.1M $ | as of Mar 31, 2026 |
| DONALD SMITH & CO., INC. | 1,173,537 | 40.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 999,930 | 34.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 891,146 | 30.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 659,453 | 22.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 654,197 | 22.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 605,385 | 20.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 602,957 | 20.6M $ | as of Mar 31, 2026 |
| RENAISSANCERE HOLDINGS LTD | 583,771 | 19.9M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 509,851 | 17.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 336,488 | 11.5M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 292,713 | 10M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 260,679 | 8.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 259,920 | 8.9M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 257,092 | 8.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 246,808 | 8.4M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 239,795 | 8.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 233,412 | 8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 224,661 | 7.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 222,844 | 7.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 220,579 | 7.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 211,024 | 7.2M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 207,485 | 7.1M $ | as of Mar 31, 2026 |
| ArrowMark Colorado Holdings LLC | 158,000 | 5.4M $ | as of Mar 31, 2026 |