Universal Insurance Holdings, Inc.
US ˙ NYSE ˙ US91359V1070

SecurityUVE / Universal Insurance Holdings, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,326 shares
Latest Disclosed Value $ 147,776
IFP Advisors, Inc reports 54.72% increase in ownership of UVE / Universal Insurance Holdings, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,326 shares of Universal Insurance Holdings, Inc. (US:UVE) valued at $147,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,796 shares of Universal Insurance Holdings, Inc.. This represents a change in shares of 54.72% during the quarter. The current value of the position is $154,352 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F UNIVERSAL INS HLDGS cs 91359V107 4,326 1,530 54.72 148 56.38 0.0031
2026-02-06 2025-12-31 13F UNIVERSAL INS HLDGS cs 91359V107 2,796 2,324 492.37 95 683.33 0.0021
2026-02-06 2025-09-30 13F/A-1 UNIVERSAL INS HLDGS cs 91359V107 472 -396 -45.62 12 -50.00 0.0003
2025-12-02 2025-09-30 13F UNIVERSAL INS HLDGS cs 91359V107 454 -414 13 0.0003
2025-07-24 2025-06-30 13F UNIVERSAL INS HLDGS cs 91359V107 868 617 245.82 24 380.00 0.0007
2025-05-05 2025-03-31 13F UNIVERSAL INS HLDGS cs 91359V107 251 248 8,266.67 6 0.0002
2025-02-04 2024-12-31 13F UNIVERSAL INS HLDGS cs 91359V107 3 3 0 0.0000
2024-01-09 2023-12-31 13F UNIVERSAL INS HLDGS cs 91359V107 0 -200 -100.00 0 -100.00
2023-10-12 2023-09-30 13F UNIVERSAL INS HLDGS cs 91359V107 200 0 0.00 3 -33.33 0.0001
2023-08-14 2023-06-30 13F/A-1 UNIVERSAL INS HLDGS cs 91359V107 200 0 0.00 3 -57.14 0.0001
2023-08-04 2023-06-30 13F UNIVERSAL INS HLDGS cs 91359V107 200 0 7 0.0003
2023-04-18 2023-03-31 13F UNIVERSAL INS HLDGS cs 91359V107 200 0 0.00 7 0.0003
2023-02-07 2022-12-31 13F UNIVERSAL INS HLDGS cs 91359V107 200 0 0.00 0 -100.00 0.0002
2022-11-08 2022-09-30 13F UNIVERSAL INS HLDGS cs 91359V107 200 0 0.00 7 0.00 0.0002
2022-09-06 2022-06-30 13F/A-1 UNIVERSAL INS HLDGS cs 91359V107 200 0 0.00 7 0.00 0.0002
2022-09-06 2022-03-31 13F/A-1 UNIVERSAL INS HLDGS cs 91359V107 200 0 0.00 7 133.33 0.0002
2022-08-08 2022-03-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 200 0 7 0.0001
2022-01-12 2021-12-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 200 0 0.00 3 0.00 0.0001
2021-10-06 2021-09-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 200 150 300.00 3 200.00 0.0001
2021-07-13 2021-06-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 50 0 0.00 1 0.00 0.0000
2021-04-30 2021-03-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 50 50 1 0.0000
2021-01-25 2020-12-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 0 0 0 0.0000
2020-10-29 2020-09-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 0 0 0 0.0000
2020-08-05 2020-06-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 0 0 0 0.0000
2020-05-12 2020-03-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 0 0 0 0.0000
2020-01-17 2019-12-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 0 0 0 0.0000
2019-11-07 2019-09-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 0 0 0 0.0000
2019-05-15 2019-03-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 0 -266 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 UNIVERSAL INS HLDGS INC COM Stock 91359V107 266 -3 -1.12 10 -23.08 0.0006
2019-01-23 2018-12-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 266 -3 10 0.0006
2019-06-03 2018-09-30 13F/A-9 UNIVERSAL INS HLDGS INC COM Stock 91359V107 269 -2,933 -91.60 13 -88.39 0.0005
2018-10-25 2018-09-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 269 -2,933 13 0.0005
2019-06-03 2018-06-30 13F/A-8 UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,202 10 0.31 112 28.74 0.0047
2018-08-07 2018-06-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,202 -49 112
2019-06-03 2018-03-31 13F/A-7 UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,192 0 0.00 87 0.00 0.0039
2018-05-09 2018-03-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,251 59 104
2019-06-03 2017-12-31 13F/A-6 UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,192 -375 -10.51 87 6.10 0.0039
2018-01-24 2017-12-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,192 -375 87
2017-10-30 2017-09-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,567 33 0.93 82 -7.87 0.0033
2019-06-03 2017-06-30 13F/A-5 UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,534 0 0.00 89 2.30 0.0038
2017-07-31 2017-06-30 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,534 0 89
2019-06-03 2017-03-31 13F/A-4 UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,534 284 8.74 87 -5.43 0.0038
2017-04-26 2017-03-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,534 284 87
2019-06-03 2016-12-31 13F/A-3 UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,250 3,250 92 0.0044
2017-02-14 2016-12-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 3,250 3,250 92
2019-06-03 2016-06-30 13F/A-2 UNIVERSAL INS HLDGS INC COM Stock 91359V107 0 -220 -100.00 0 -100.00
2016-05-02 2016-03-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 220 0 0.00 4 -20.00 0.0002
2016-02-11 2015-12-31 13F UNIVERSAL INS HLDGS INC COM Stock 91359V107 220 220 5 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.