UNIVERSAL INSURANCE HOLDINGS, INC. (UVE) — Institutional Holders, Q2 2026 (page 3)
221 institutional investment managers reported a UVE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $890.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 221. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UVE 13F holders ranked 201–221 of 221
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Geneos Wealth Management#201 · 98 sh | 98 | $4.1K | <0.01% | 0.0% |
| 202 | Smartleaf Asset Management#202 · 84 sh | 84 | $3.5K | <0.01% | 0.0% |
| 203 | SJS Investment Consulting#203 · 55 sh | 55 | $2.3K | — | New |
| 204 | Fortitude Family Office#204 · 48 sh | 48 | $2.0K | — | +140.0% |
| 205 | Basecamp Wealth Advisors#205 · 42 sh | 42 | $1.7K | <0.01% | 0.0% |
| 206 | PNC FINANCIAL SERVICES GROUP#206 · 34 sh | 34 | $1.4K | 0.00% | 0.0% |
| 207 | Bogart Wealth#207 · 30 sh | 30 | $1.2K | 0.00% | New |
| 208 | Physician Wealth Advisors#208 · 30 sh | 30 | $1.2K | — | 0.0% |
| 209 | Torren Management#209 · 30 sh | 30 | $1.2K | <0.01% | 0.0% |
| 210 | Farther Finance Advisors#210 · 23 sh | 23 | $951.00 | — | -95.4% |
| 211 | Valued Wealth Advisors#211 · 21 sh | 21 | $869.00 | <0.01% | New |
| 212 | US BANCORP \DE\#212 · 20 sh | 20 | $827.00 | 0.00% | -89.7% |
| 213 | Silver Grove Financial Group#213 · 19 sh | 19 | $786.00 | <0.01% | New |
| 214 | FARMERS & MERCHANTS INVESTMENTS#214 · 18 sh | 18 | $744.00 | — | 0.0% |
| 215 | CoreCap Advisors#215 · 15 sh | 15 | $620.00 | — | New |
| 216 | Hughes Financial Services#216 · 6 sh | 6 | $248.00 | 0.00% | +20.0% |
| 217 | Stone House Investment Management#217 · 4 sh | 4 | $165.00 | — | 0.0% |
| 218 | SBI Securities , Ltd.#218 · 3 sh | 3 | $124.00 | — | 0.0% |
| 219 | Keating Financial Advisory Services#219 · 1 sh | 1 | $41.00 | 0.00% | New |
| 220 | HUNTINGTON NATIONAL BANK#220 · 1 sh | 1 | $41.00 | 0.00% | 0.0% |
| 221 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#221 · 28,484 sh | 28,484 | — | — | +15.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.