UNIVERSAL INSURANCE HOLDINGS, INC. — reported holders
6 institutional managers with a reported position
This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.
Aggregates
computed from the rows belowManagers reporting
6
Combined reported value
$761.9K
Top 5 concentration
99.8%
Median position
$91K
Largest position
$337.1K
Quarters represented
1
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
6
| Manager | Quarter | Value | Shares | Filed |
|---|---|---|---|---|
| Clark Asset Management, LLC | 2026Q2 | $337.1K | 8,150 | 2026-07-07 |
| CWA Asset Management Group, LLC | 2026Q2 | $300.9K | 7,274 | 2026-07-14 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2026Q2 | $91K | 2,200 | 2026-07-24 |
| Versant Capital Management, Inc | 2026Q2 | $24.7K | 596 | 2026-07-02 |
| City State Bank | 2026Q2 | $7.1K | 171 | 2026-07-14 |
| Bogart Wealth, LLC | 2026Q2 | $1.2K | 30 | 2026-07-24 |