BlackRock, Inc. ownership in 5UI / Universal Insurance Holdings, Inc.

Universal Insurance Holdings, Inc.

DE ˙ DB ˙ US91359V1070

30,40 € ↓ -0,80 (-2,56%)

2026-06-04
CENA AKCJI

Security	DE:5UI / Universal Insurance Holdings, Inc.
Institution	BlackRock, Inc.
Latest Disclosed Ownership	2,071,555 shares
Ownership	7.10%

2024-01-26 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,071,555 shares of Universal Insurance Holdings, Inc. (DE:5UI). This represents 7.1 percent ownership of the company. In their previous filing dated 2023-10-06 , BlackRock, Inc. had reported owning 1,887,388 shares, indicating an increase of 9.76 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-01-26	2024-01-26	13G/A	1,887,388	2,071,555	9.76	7.10	12.70
2023-10-06	2023-10-06	13G/A	4,478,524	1,887,388	-57.86	6.30	-57.14
2023-01-24	2023-01-24	13G	4,510,672	4,478,524	-0.71	14.70	1.38
2022-01-27	2022-01-27	13G/A	4,510,672	4,510,672	0.00	14.50	0.00
2022-01-25	2022-01-25	13G/A	4,322,018	4,510,672	4.36	14.50	5.07
2021-01-26	2021-01-26	13G/A	4,780,532	4,322,018	-9.59	13.80	-4.17
2020-02-04	2020-02-04	13G/A	4,592,285	4,780,532	4.10	14.40	9.92
2019-01-31	2019-01-31	13G/A	4,090,926	4,592,285	12.26	13.10	10.08
2018-01-19	2018-01-19	13G/A	3,819,939	4,090,926	7.09	11.90	9.17
2017-01-17	2017-01-17	13G/A	3,702,151	3,819,939	3.18	10.90	2.83
2016-12-09	2016-12-09	13G/A	3,275,223	3,702,151	13.04	10.60	15.22
2016-01-27	2016-01-27	13G/A		3,275,223		9.20
2015-02-02	2015-02-02	13G		2,273,983		6.60

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,584,241	3,503	0.14	88,278	1.20	0.0001
2026-02-12	2025-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,580,738	-43,487	-1.66	87,229	26.39	0.0015
2025-11-12	2025-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,624,225	-44,698	-1.67	69,017	-6.75	0.0012
2025-08-12	2025-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,668,923	138,324	5.47	74,009	23.40	0.0014
2025-05-02	2025-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,530,599	423,477	20.10	59,975	35.15	0.0013
2025-02-07	2024-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,107,122	3,927	0.19	44,376	-4.79	0.0009
2024-11-13	2024-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,103,195	64,892	3.18	46,607	21.88	0.0010
2024-08-13	2024-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,038,303	56,213	2.84	38,239	-5.06	0.0009
2024-05-10	2024-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	1,982,090	-89,465	-4.32	40,276	21.67	0.0009
2024-02-13	2023-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,071,555	184,167	9.76	33,103	25.10	0.0008
2023-11-13	2023-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	1,887,388	-2,382,012	-55.79	26,461	-59.83	0.0008
2023-08-11	2023-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,269,400	-111,762	-2.55	65,877	-17.47	0.0018
2023-05-12	2023-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,381,162	-97,362	-2.17	79,825	68.31	0.0024
2023-02-13	2022-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,478,524	180,353	4.20	47,428	12.03	0.0015
2022-11-14	2022-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,298,171	-161,124	-3.61	42,335	-27.14	0.0014
2022-08-12	2022-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,459,295	-50,254	-1.11	58,105	-4.48	0.0019
2022-05-12	2022-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,509,549	-1,123	-0.02	60,833	-20.67	0.0016
2022-02-10	2021-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,510,672	73,285	1.65	76,682	32.53	0.0020
2021-11-09	2021-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,437,387	-124,347	-2.73	57,862	-8.62	0.0016
2021-08-11	2021-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,561,734	21,202	0.47	63,317	-2.76	0.0018
2021-05-07	2021-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,540,532	218,514	5.06	65,111	-0.30	0.0019
2021-02-05	2020-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,322,018	56,034	1.31	65,306	10.61	0.0021
2020-11-06	2020-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,265,984	-348,668	-7.56	59,042	-27.92	0.0022
2020-08-14	2020-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,614,652	-51,766	-1.11	81,908	-2.05	0.0033
2020-05-01	2020-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,666,418	-114,114	-2.39	83,621	-37.51	0.0041
2020-02-13	2019-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,780,532	76,030	1.62	133,808	-5.16	0.0051
2019-11-08	2019-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,704,502	47,442	1.02	141,090	8.59	0.0059
2019-08-22	2019-06-30	13F/A-1	UNIVERSAL INS HLDGS	COM	91359V107	4,657,060	53,753	1.17	129,932	-8.95	0.0056
2019-08-13	2019-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,657,060	53,753		129,932
2019-05-09	2019-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,603,307	11,022	0.24	142,703	-18.05	0.0064
2019-02-08	2018-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,592,285	31,110	0.68	174,141	-21.36	0.0088
2018-11-09	2018-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,561,175	90,321	2.02	221,444	41.11	0.0096
2018-08-09	2018-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,470,854	300,628	7.21	156,927	17.96	0.0072
2018-05-09	2018-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,170,226	79,300	1.94	133,031	18.90	0.0064
2018-02-09	2017-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,090,926	62,649	1.56	111,887	20.76	0.0053
2017-11-14	2017-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,028,277	83,108	2.11	92,651	-6.81	0.0047
2017-08-10	2017-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	3,945,169	-117,365	-2.89	99,419	-0.11	0.0053
2017-05-12	2017-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,062,534	4,057,011	73,456.65	99,533	63,296.82	0.0055
2017-02-10	2016-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	5,523	-937	-14.50	157	-3.68	0.0002
2016-11-08	2016-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	6,460	185	2.95	163	40.52	0.0002
2016-08-10	2016-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	6,275	1,240	24.63	116	28.89	0.0002
2016-05-10	2016-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	5,035	899	21.74	90	-6.25	0.0001
2016-02-11	2015-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	4,136	1,201	40.92	96	10.34	0.0001
2015-11-13	2015-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	2,935	2,229	315.72	87	411.76	0.0001
2015-08-07	2015-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	706	-60	-7.83	17	-15.00	0.0000
2015-05-13	2015-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	766	0	0.00	20	25.00	0.0000
2015-02-09	2014-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	766	0	0.00	16	60.00	0.0000
2014-10-29	2014-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	766	0	0.00	10	0.00	0.0000
2014-08-06	2014-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	766	37	5.08	10	11.11	0.0000
2014-05-02	2014-03-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	729	0	0.00	9	-18.18	0.0000
2014-02-12	2013-12-31	13F	UNIVERSAL INS HLDGS	COM	91359V107	729	-121	-14.24	11	83.33	0.0000
2013-11-12	2013-09-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	850	0	0.00	6	0.00	0.0000
2013-08-13	2013-06-30	13F	UNIVERSAL INS HLDGS	COM	91359V107	850	850		6		0.0000

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.