UNIVERSAL INSURANCE HLDG, INC. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $45.3K | 0.01% | 1,326 NS | $876.76M | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $41.5K | 0.02% | 1,215 NS | $207.99M | FIGI |
| Simplify Piper Sandler US Small-Cap PLUS Inco… Simplify Exchange Traded Funds | — | $38.0K | 0.67% | 1,113 NS | $5.72M | FIGI |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | — | $31.7K | 0.01% | 928 NS | $276.33M | FIGI |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | — | $31.2K | 0.04% | 914 NS | $71.95M | FIGI |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | — | $30.2K | 0.01% | 883 NS | $260.28M | FIGI |
| Putnam Dynamic Asset Allocation Conservative … Putnam Asset Allocation Funds | — | $28.5K | 0.00% | 835 NS | $809.44M | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $28.0K | 0.01% | 820 NS | $386.68M | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $27.3K | 0.01% | 800 NS | $241.02M | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $22.8K | 0.00% | 668 NS | $1.58B | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $22.2K | 0.03% | 651 NS | $79.21M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $20.2K | 0.00% | 592 NS | $1.02B | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $18.8K | 0.00% | 551 NS | $1.29B | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $17.2K | 0.00% | 503 NS | $883.82M | FIGI |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | IVSS | $16.4K | 0.11% | 480 NS | $15.56M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $16.3K | 0.00% | 477 NS | $1.08B | FIGI |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $15.0K | 0.01% | 439 NS | $114.79M | FIGI |
| SA Franklin Allocation Moderately Aggressive … SEASONS SERIES TRUST | — | $14.4K | 0.01% | 422 NS | $199.36M | FIGI |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | — | $10.6K | 0.01% | 311 NS | $128.27M | FIGI |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | QSML | $10.5K | 0.11% | 308 NS | $9.77M | FIGI |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | BUYO | $9.7K | 0.08% | 283 NS | $12.44M | FIGI |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | — | $9.2K | 0.04% | 270 NS | $22.65M | FIGI |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | — | $9.1K | 0.01% | 267 NS | $92.74M | FIGI |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $5.8K | 0.00% | 169 NS | $583.77M | FIGI |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | FEAC | $5.1K | 0.05% | 148 NS | $9.74M | FIGI |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | — | $4.4K | 0.01% | 130 NS | $54.22M | FIGI |
| PROFUND VP ULTRA SMALL CAP ProFunds | — | $2.9K | 0.02% | 85 NS | $15.31M | FIGI |
| PROFUND VP SMALL CAP ProFunds | — | $2.2K | 0.02% | 64 NS | $11.88M | FIGI |
| Russell 2000 Fund Rydex Series Funds | — | $2.0K | 0.02% | 60 NS | $12.87M | FIGI |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | RESM | $1.5K | 0.05% | 45 NS | $3.06M | FIGI |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | — | $1.2K | 0.02% | 36 NS | $5.96M | FIGI |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | — | $239.12 | 0.01% | 7 NS | $2.76M | FIGI |