UNIVERSAL INSURANCE HLDG, INC. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares U.S. Insurance ETF iShares Trust | IAK | $387.2K | 0.10% | 11,334 NS | $372.07M | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $376.1K | 0.10% | 11,010 NS | $375.87M | FIGI |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | — | $363.1K | 0.12% | 10,629 NS | $293.56M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $318.3K | 0.00% | 9,319 NS | $17.05B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $315.5K | 0.03% | 9,237 NS | $956.61M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $305.9K | 0.00% | 8,955 NS | $9.06B | FIGI |
| Sterling Capital Behavioral Small Cap Value F… Sterling Capital Funds | — | $305.1K | 0.44% | 8,932 NS | $69.48M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $304.6K | 0.01% | 8,917 NS | $2.63B | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $303.3K | 0.01% | 8,879 NS | $5.64B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $288.7K | 0.02% | 8,450 NS | $1.90B | FIGI |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | — | $262.7K | 0.01% | 7,690 NS | $3.80B | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $262.5K | 0.03% | 7,683 NS | $962.08M | FIGI |
| AVIP BlackRock Advantage Small Cap Growth Por… AuguStar Variable Insurance Products Fund… | — | $243.7K | 0.20% | 7,134 NS | $122.36M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $225.4K | 0.03% | 6,599 NS | $768.54M | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $219.9K | 0.02% | 6,437 NS | $916.61M | FIGI |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | — | $208.2K | 0.03% | 6,095 NS | $755.81M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $188.9K | 0.03% | 5,530 NS | $741.60M | FIGI |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | — | $181.4K | 0.01% | 5,311 NS | $2.92B | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $176.9K | 0.03% | 5,178 NS | $584.32M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $156.9K | 0.03% | 4,594 NS | $550.95M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $156.1K | 0.09% | 4,571 NS | $174.05M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $151.7K | 0.01% | 4,442 NS | $1.14B | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $146.9K | 0.00% | 4,300 NS | $3.61B | FIGI |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | — | $141.2K | 0.05% | 4,133 NS | $311.02M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $133.3K | 0.01% | 3,902 NS | $1.86B | FIGI |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | — | $133.2K | 0.18% | 3,899 NS | $72.64M | FIGI |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | FSML | $133.1K | 0.12% | 3,896 NS | $112.50M | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $131.9K | 0.14% | 3,860 NS | $95.70M | FIGI |
| AQR Small Cap Momentum Style Fund AQR Funds | — | $122.3K | 0.07% | 3,580 NS | $166.81M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $121.3K | 0.03% | 3,551 NS | $419.22M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $117.7K | 0.06% | 3,446 NS | $185.65M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $111.4K | 0.01% | 3,262 NS | $1.65B | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $110.3K | 0.03% | 3,230 NS | $358.38M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $106.2K | 0.03% | 3,110 NS | $354.45M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $103.8K | 0.03% | 3,039 NS | $332.36M | FIGI |
| Small Cap Core Fund Northern Funds | — | $103.4K | 0.03% | 3,027 NS | $342.11M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $103.0K | 0.02% | 3,015 NS | $436.75M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $96.6K | 0.03% | 2,828 NS | $314.56M | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $81.8K | 0.05% | 2,394 NS | $168.08M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $72.6K | 0.03% | 2,125 NS | $253.61M | FIGI |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | — | $68.5K | 0.05% | 2,006 NS | $136.51M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $67.5K | 0.03% | 1,975 NS | $225.03M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $63.8K | 0.01% | 1,869 NS | $722.25M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $60.7K | 0.00% | 1,776 NS | $5.26B | FIGI |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $60.2K | 0.05% | 1,762 NS | $126.20M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $59.9K | 0.01% | 1,753 NS | $460.74M | FIGI |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $57.9K | 0.03% | 1,696 NS | $188.37M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $57.5K | 0.00% | 1,683 NS | $1.23B | FIGI |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | — | $52.1K | 0.03% | 1,526 NS | $151.87M | FIGI |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $48.3K | 0.02% | 1,415 NS | $202.30M | FIGI |