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Donald Smith & Co’s Universal Insurance Holdings UVE Stock Holding History

Donald Smith & Co’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.8M Sell
721,686
-451,851
-39% -$17M 0.53% 41
2026
Q1 		$40.1M Buy
1,173,537
+24,163
+2% +$778K 0.72% 37
2025
Q4 		$38.8M Sell
1,149,374
-345,521
-23% -$11M 0.73% 38
2025
Q3 		$39.3M Sell
1,494,895
-69,573
-4% -$1.72M 0.78% 35
2025
Q2 		$43.4M Sell
1,564,468
-272,250
-15% -$6.91M 1.02% 31
2025
Q1 		$43.5M Buy
1,836,718
+116,199
+7% +$2.4M 1.07% 33
2024
Q4 		$36.2M Buy
1,720,519
+174,843
+11% +$3.66M 0.87% 36
2024
Q3 		$34.3M Sell
1,545,676
-24,602
-2% -$497K 0.81% 38
2024
Q2 		$29.5M Sell
1,570,278
-166,955
-10% -$3.25M 0.75% 40
2024
Q1 		$35.3M Buy
1,737,233
+35,045
+2% +$631K 0.82% 39
2023
Q4 		$27.2M Buy
1,702,188
+404,446
+31% +$6.3M 0.7% 39
2023
Q3 		$18.2M Buy
1,297,742
+120,600
+10% +$1.69M 0.63% 39
2023
Q2 		$18.2M Sell
1,177,142
-14,036
-1% -$233K 0.63% 39
2023
Q1 		$21.7M Sell
1,191,178
-125,746
-10% -$1.86M 0.8% 37
2022
Q4 		$13.9M Buy
1,316,924
+209,215
+19% +$2.13M 0.55% 44
2022
Q3 		$10.9M Buy
1,107,709
+100,747
+10% +$1.21M 0.49% 44
2022
Q2 		$13.1M Buy
1,006,962
+110,915
+12% +$1.4M 0.59% 42
2022
Q1 		$12.1M Buy
896,047
+111,148
+14% +$1.67M 0.44% 47
2021
Q4 		$13.3M Buy
784,899
+93,035
+13% +$1.41M 0.47% 49
2021
Q3 		$9.02M Buy
691,864
+325,404
+89% +$4.44M 0.34% 50
2021
Q2 		$5.09M Buy
+366,460
New +$5.15M 0.2% 55

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Donald Smith & Co's UVE Position: Q2 2026 in Review

Donald Smith & Co reduced its Universal Insurance Holdings (UVE) stake by 39% in Q2 2026, selling an estimated $17M and leaving 721,686 shares worth $29.8M. The position accounts for 0.53% of the portfolio, ranked #41.

Donald Smith & Co first reported a position in UVE in Q2 2021 and has held it in 21 quarters since. The position peaked at $43.5M in Q1 2025. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Donald Smith & Co held 721,686 shares of Universal Insurance Holdings worth $29.8M as of Q2 2026.
  • Donald Smith & Co sold 451,851 Universal Insurance Holdings shares in Q2 2026, an estimated $17M.
  • Universal Insurance Holdings made up 0.53% of Donald Smith & Co's portfolio in Q2 2026, its #41 holding.
  • Donald Smith & Co first reported a position in Universal Insurance Holdings in Q2 2021 and has held it in 21 quarters since.
  • Donald Smith & Co's Universal Insurance Holdings position peaked at $43.5M in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Donald Smith & Co's 13F filing for Q2 2026, filed 11 Aug 2026.