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 | |
|---|---|---|---|---|---|
| 101 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,857 | 439.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 102 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,145 | 414.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 103 | Small Cap Index Fund Northern Funds | 11,999 | 409.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 104 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 11,533 | 394K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 105 | iShares U.S. Insurance ETF iShares Trust | 11,334 | 387.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 106 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 11,209 | 444.2K $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 107 | Global X Russell 2000 ETF GLOBAL X FUNDS | 11,044 | 437.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 108 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 11,010 | 376.1K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 109 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 10,956 | 434.2K $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 110 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 10,897 | 431.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 111 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 10,629 | 363.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 112 | Small Cap Index Fund VALIC Co I | 10,242 | 360.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 113 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 10,210 | 359.1K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 114 | PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 9,933 | 393.6K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 115 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 9,881 | 391.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 116 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 9,717 | 385.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 117 | iShares Russell 3000 ETF iShares Trust | 9,319 | 318.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 118 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 9,237 | 315.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 119 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 9,039 | 317.9K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 120 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,955 | 305.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 121 | Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 8,932 | 305.1K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 122 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,925 | 353.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 123 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 8,917 | 304.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 124 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 8,903 | 313.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 125 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,879 | 303.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 126 | First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 8,463 | 297.6K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 127 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 8,450 | 288.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 128 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 8,098 | 320.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 129 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,052 | 319.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 130 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 7,690 | 262.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 131 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,683 | 262.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 132 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,500 | 263.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 133 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,435 | 261.5K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 134 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 7,317 | 290K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 135 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 7,134 | 243.7K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 136 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,599 | 225.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 137 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 6,437 | 219.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 138 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 6,095 | 208.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 139 | PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 | 5,900 | 233.8K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 140 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 5,845 | 205.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 141 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,530 | 188.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 142 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 5,311 | 181.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 143 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,285 | 185.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 144 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,178 | 176.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 145 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 5,171 | 204.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 146 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,100 | 179.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 147 | Small Cap Index Trust John Hancock Variable Insurance Trust | 4,594 | 156.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 148 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 4,571 | 156.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 149 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 4,442 | 151.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 150 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 4,300 | 146.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 151 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,243 | 168.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 152 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 4,133 | 141.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 153 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 4,069 | 161.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 154 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 4,004 | 158.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 155 | AST Small-Cap Equity Portfolio Advanced Series Trust | 3,902 | 133.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 156 | Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 3,899 | 133.2K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 157 | Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 3,896 | 133.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 158 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,875 | 153.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 159 | Victory Cornerstone Aggressive Fund Victory Portfolios III | 3,865 | 135.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 160 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 3,860 | 131.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 161 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,631 | 143.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 162 | iShares Morningstar Small-Cap Value ETF iShares Trust | 3,602 | 142.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 163 | AQR Small Cap Momentum Style Fund AQR Funds | 3,580 | 122.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 164 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,551 | 121.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 165 | Longview Advantage ETF RBB Fund Trust | 3,515 | 123.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 166 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 3,446 | 117.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 167 | Small Cap Value Fund VALIC Co I | 3,336 | 117.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 168 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,262 | 111.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 169 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,230 | 110.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 170 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,110 | 106.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 171 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 3,049 | 120.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 172 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,039 | 103.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 173 | Small Cap Core Fund Northern Funds | 3,027 | 103.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 174 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,015 | 103K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 175 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,971 | 104.5K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 176 | Victory Extended Market Index Fund Victory Portfolios III | 2,908 | 115.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 177 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,828 | 96.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 178 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,820 | 111.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 179 | GMO U.S. Small Cap Value Fund GMO TRUST | 2,723 | 95.8K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 180 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,665 | 105.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 181 | Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 2,619 | 92.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 182 | PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 2,600 | 91.4K $ | 0.04 % | as of Feb 27, 2026 · Original filing |
| 183 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,394 | 81.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 184 | iShares MSCI World Small-Cap ETF iShares Trust | 2,161 | 76K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 185 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,126 | 84.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 186 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,125 | 72.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 187 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 2,006 | 68.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 188 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,997 | 70.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 189 | Column Small Cap Fund Trust for Professional Managers | 1,992 | 70.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 190 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,979 | 69.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 191 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,975 | 67.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 192 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,869 | 63.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 193 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,776 | 60.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 194 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,762 | 60.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 195 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,753 | 59.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 196 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,696 | 57.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 197 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,683 | 57.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 198 | Avantis U.S. Equity Fund American Century ETF Trust | 1,633 | 57.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 199 | ProShares Ultra Russell2000 ProShares Trust | 1,575 | 55.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 200 | ProShares UltraPro Russell2000 ProShares Trust | 1,571 | 55.3K $ | 0.02 % | 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 |