UNIVERSAL INSURANCE HLDG, INC. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $27.63M | 0.00% | 808,842 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $21.74M | 0.03% | 636,556 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $9.54M | 0.01% | 279,342 NS | $81.50B | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $6.03M | 0.25% | 176,399 NS | $2.45B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $5.78M | 0.05% | 169,119 NS | $12.46B | FIGI |
| Meridian Contrarian Fund Meridian Fund Inc | — | $5.40M | 0.92% | 158,000 NS | $588.51M | FIGI |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $4.31M | 0.31% | 126,296 NS | $1.38B | FIGI |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | — | $3.13M | 0.26% | 91,617 NS | $1.20B | FIGI |
| First Trust Dow Jones Select MicroCap Index F… First Trust Exchange-Traded Fund | FDM | $2.74M | 1.21% | 80,271 NS | $226.25M | FIGI |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | — | $2.49M | 1.03% | 72,774 NS | $242.44M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $2.19M | 0.18% | 64,155 NS | $1.21B | FIGI |
| Small-Cap Value Fund Bridgeway Funds, Inc. | — | $1.98M | 0.64% | 58,000 NS | $307.35M | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $1.64M | 0.01% | 47,978 NS | $12.17B | FIGI |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | — | $1.50M | 0.35% | 43,869 NS | $431.57M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $1.41M | 0.03% | 41,246 NS | $4.82B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $1.38M | 0.03% | 40,504 NS | $4.10B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $1.31M | 0.07% | 38,204 NS | $1.94B | FIGI |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | — | $1.27M | 0.24% | 37,089 NS | $520.63M | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $1.26M | 0.07% | 36,818 NS | $1.77B | FIGI |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | — | $1.26M | 0.17% | 36,800 NS | $724.27M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.24M | 0.00% | 36,176 NS | $79.62B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $1.04M | 0.01% | 30,436 NS | $9.23B | FIGI |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | — | $1.00M | 0.28% | 29,401 NS | $359.35M | FIGI |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $958.9K | 0.22% | 28,072 NS | $434.84M | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $933.3K | 0.14% | 27,320 NS | $668.68M | FIGI |
| iShares US Small Cap Value Factor ETF iShares Trust | SVAL | $924.6K | 0.55% | 27,066 NS | $168.91M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $901.3K | 0.03% | 26,385 NS | $3.39B | FIGI |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | SEIS | $890.9K | 0.20% | 26,080 NS | $435.08M | FIGI |
| Even Herd Long Short ETF Tidal Trust II | EHLS | $884.1K | 1.54% | 25,882 NS | $57.33M | FIGI |
| AQR Small Cap Multi-Style Fund AQR Funds | — | $880.0K | 0.59% | 25,761 NS | $149.49M | FIGI |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $839.5K | 0.23% | 24,575 NS | $358.29M | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $834.4K | 0.05% | 24,426 NS | $1.80B | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $830.9K | 0.12% | 24,324 NS | $672.97M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $809.4K | 0.10% | 23,695 NS | $823.49M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $729.1K | 0.12% | 21,345 NS | $633.02M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $691.9K | 0.02% | 20,255 NS | $2.98B | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $686.6K | 0.04% | 20,100 NS | $1.71B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $594.5K | 0.03% | 17,403 NS | $1.95B | FIGI |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | — | $589.5K | 0.31% | 17,257 NS | $190.26M | FIGI |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | — | $525.5K | 0.05% | 15,384 NS | $1.15B | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $518.8K | 0.06% | 15,186 NS | $908.21M | FIGI |
| Small Company Fund American Century Quantitative Equity Fund… | — | $500.6K | 0.32% | 14,654 NS | $157.88M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $495.3K | 0.00% | 14,500 NS | $58.89B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $488.1K | 0.03% | 14,290 NS | $1.59B | FIGI |
| Goldman Sachs Variable Insurance Trust Small … Goldman Sachs Variable Insurance Trust | — | $487.1K | 0.26% | 14,258 NS | $185.65M | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $468.1K | 0.24% | 13,703 NS | $192.40M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $439.2K | 0.00% | 12,857 NS | $30.28B | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $414.9K | 0.09% | 12,145 NS | $444.74M | FIGI |
| Small Cap Index Fund Northern Funds | — | $409.9K | 0.03% | 11,999 NS | $1.38B | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $394.0K | 0.01% | 11,533 NS | $3.03B | FIGI |