Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIVERSAL INS HLDGS INC (UVE)

204 + Investors. Track Smart Money conviction in UVE. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — UVE

Based on 202 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UVE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
202 hedge funds hold UVE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

100 buying82 selling
Last quarter: 100 funds bought or added vs 82 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new UVE position: 28 → 27 → 15 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 21% medium 13% new
133 out of 202 hedge funds have held UVE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+27% value, -1% shares)

Value
+27%
Shares
0%
Last quarter: total value of institutional UVE holdings rose +27% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~40 new funds/quarter

17 → 28 → 27 → 15 → 40 new funds/Q
New funds entering each quarter: 28 → 27 → 15 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

74% veterans 9% 1-2yr 17% new
Of 204 current holders: 151 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
37 of 202 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in UVE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: UVE

How many hedge funds hold UVE — quarterly history vs. share price
Quarterly hedge fund ownership of UVE vs. share price

Market Analysis: UVE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UVE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: UVE
2026 Q1 Stats Unlock in 22 days 204 + Investors

Track Smart Money conviction in UVE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 204 173 17.92%
13F Shares 21M 21M -0.82%
Total Value $701M $550M 27.42%
New Positions 40 15 +25
Increased Positions 60 66 -6
Closed Positions 11 24 -13
Reduced Positions 71 64 +7
Total Calls 3 1 200.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UVE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

204 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UVE. Verified SEC 13F-HR filings.

Top 25 institutional holders of UVE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 A&I FINANCIAL SERVICES, LLC 0.39% 24,060 $822K
2 SIERRA SUMMIT ADVISORS LLC 0.15% 30,056 $1.0M
3 HIGHLAND CAPITAL MANAGEMENT, LLC 0.14% 76,069 $2.6M
4 Sowell Financial Services LLC 0.10% 76,605 $2.6M
5 Able Wealth Management LLC 0.05% 5,883 $201K
6 Occidental Asset Management, LLC 0.05% 11,793 $403K
7 TOMPKINS FINANCIAL CORP 0.03% 10,897 $372K
8 Clark Asset Management, LLC 0.03% 8,150 $278K
9 Y-Intercept (Hong Kong) Ltd 0.01% 20,897 $714K
10 CWA Asset Management Group, LLC 0.01% 8,792 $300K
11 Sterling Capital Management LLC 0.01% 9,623 $329K
12 Root Financial Partners, LLC 0.01% 3,417 $117K
13 VISION FINANCIAL MARKETS LLC 0.00% 104 $4K
14 IFP Advisors, Inc 0.00% 4,326 $148K
15 Janney Montgomery Scott LLC 0.00% 33,620 $1K
16 STRS OHIO 0.00% 19,600 $670K
17 Versant Capital Management, Inc 0.00% 596 $20K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 40,585 $1.4M
19 GAMMA Investing LLC 0.00% 1,170 $40K
20 EXCHANGE TRADED CONCEPTS, LLC 0.00% 7,022 $240K
21 State of Alaska, Department of Revenue 0.00% 1,246
22 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 130 $4K
23 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 2,299
24 Farther Finance Advisors, LLC 0.00% 499 $16K
25 Fortitude Family Office, LLC 0.00% 20
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UNIVERSAL INS HLDGS INC (UVE)

What does the Smart Money Trend signal show for UVE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UVE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UVE?

Slight buying edge — 55% buying: Last quarter: 100 funds bought or added vs 82 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UVE holders?

Elite ownership — 47% AUM from top-100 funds: 37 of 202 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in UVE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UVE?

66% of holders stayed for 2+ years: 133 out of 202 hedge funds have held UVE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.