Universal Insurance Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:5UI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Dec 24	Sell€988,468	Sean Downes	Individual	50,000	€19.77
20 Dec 24	Sell€495,821	Jon Springer	Individual	25,000	€19.83
19 Dec 24	Sell€496,676	Jon Springer	Individual	25,000	€19.87
15 Nov 24	Sell€320,743	Sean Downes	Individual	15,064	€21.29
31 Oct 24	Sell€372,276	Sean Downes	Individual	20,000	€18.61
19 Sep 24	Sell€403,496	Sean Downes	Individual	20,000	€20.17
29 Aug 24	Sell€383,780	Sean Downes	Individual	20,000	€19.19
28 Aug 24	Sell€503,344	Jon Springer	Individual	26,822	€18.77
23 Aug 24	Sell€720,519	Jon Springer	Individual	38,849	€18.77
16 Aug 24	Sell€656,946	Jon Springer	Individual	35,173	€18.68
13 Aug 24	Sell€390,688	Jon Springer	Individual	22,096	€17.68
31 Jul 24	Sell€369,685	Sean Downes	Individual	20,000	€18.48
14 Jun 24	Sell€342,435	Sean Downes	Individual	20,000	€17.12
10 May 24	Sell€234,246	Michael Pietrangelo	Individual	12,351	€18.97
02 May 24	Sell€368,677	Sean Downes	Individual	20,000	€18.43
07 Mar 24	Sell€357,414	Sean Downes	Individual	20,000	€17.87

Insider Trading Volume

Insider Buying: 5UI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 5UI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,605,643	9.21%
General Public	5,529,399	19.5%
Institutions	20,151,187	71.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 56.14% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.44%	BlackRock, Inc.	2,103,195	€40.3m	3.18%	no data
5.9%	The Vanguard Group, Inc.	1,670,065	€32.0m	2.75%	no data
5.46%	Donald Smith & Co., Inc.	1,545,676	€29.6m	-1.57%	0.74%
5.27%	Dimensional Fund Advisors LP	1,489,974	€28.6m	0.02%	no data
3.49%	Sean Downes	987,066	€18.9m	-7.78%	no data
2.44%	Geode Capital Management, LLC	689,767	€13.2m	7.67%	no data
2.29%	Stephen Donaghy	647,132	€12.4m	0%	no data
2.13%	State Street Global Advisors, Inc.	601,697	€11.5m	0.16%	no data
2.02%	CWA Asset Management Group, LLC	570,615	€10.9m	100%	0.57%
1.95%	American Century Investment Management Inc	551,465	€10.6m	17.4%	0.01%
1.56%	Arrowstreet Capital, Limited Partnership	441,177	€8.5m	-8.09%	0.01%
1.45%	Goldman Sachs Asset Management, L.P.	411,046	€7.9m	-10.6%	no data
1.38%	ArrowMark Colorado Holdings, LLC	390,000	€7.5m	-6.02%	0.1%
1.29%	Jacobs Levy Equity Management Inc	364,696	€7.0m	-3.18%	0.03%
1.25%	Jon Springer	354,737	€6.8m	-12.4%	no data
1.23%	Charles Schwab Investment Management, Inc.	347,395	€6.7m	22.4%	no data
1.18%	Goldman Sachs Group, Investment Banking and Securities Investments	334,112	€6.4m	37.3%	no data
1.14%	Renaissance Technologies LLC	323,200	€6.2m	24.8%	0.01%
1.11%	AQR Capital Management, LLC	312,895	€6.0m	-7.79%	0.01%
1.08%	Morgan Stanley, Investment Banking and Brokerage Investments	304,117	€5.8m	4.28%	no data
1.07%	Bridgeway Capital Management, LLC	303,731	€5.8m	-31.7%	0.1%
1.04%	LSV Asset Management	293,402	€5.6m	-6.35%	0.01%
1.02%	Two Sigma Advisers, LP	288,216	€5.5m	16.8%	0.01%
1.01%	BNY Asset Management	284,824	€5.5m	-5.18%	no data
0.96%	Marshall Wace LLP	270,726	€5.2m	14.8%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/08 14:29
End of Day Share Price	2025/01/08 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Universal Insurance Holdings, Inc. is covered by 4 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Meyer Shields	Keefe, Bruyette, & Woods
Jon Paul Newsome	Piper Sandler Companies
Robert Paun	Sidoti & Company, LLC