Universal Insurance Holdings (UVE) — Who's Buying and Selling (13F, Q2 2026)

UVE ranks #2761 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

UVE is a top-conviction position for Renaissancere Holdings LTD — at 5.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in UVE belongs to BlackRock, Inc., but the position matters far more to Renaissancere Holdings LTD, who has 5.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its UVE position for two straight quarters, increasing it by $27.6M to reach $28.5M today.

Jim Simons has trimmed its UVE position for two straight quarters, cutting it by $5.5M while still holding $5.2M.

UVE is up 0.5% today, and institutions have been net buyers of $88.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

UVE posted net income of $219.9M over the trailing twelve months, and currently trades at a P/E of 5.8.

• Profitable — net income of $219.9M over the trailing twelve months
• Revenue grew 4.0% year over year
• Net income improved year over year, from $66.4M to $219.9M
• Generated $381.5M in positive operating cash flow
• Liabilities run 4.15x equity — a highly leveraged balance sheet worth noting