Donald Smith & Co's UVE Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 1.17 M shares of Universal Insurance Holdings, Inc. (UVE) worth $40.09 M, representing 0.72% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in UVE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 404,446 shares. Largest reduction occurred in Q4 2025, reducing 345,521 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Universal Insurance Holdings (UVE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Universal Insurance Holdings (UVE) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +24,163 | Add 2.10% | 1.17 M | $34.16 |
| Q4 2025 | -345,521 | Reduce 23.11% | 1.15 M | $33.80 |
| Q3 2025 | -69,573 | Reduce 4.45% | 1.49 M | $26.30 |
| Q2 2025 | -272,250 | Reduce 14.82% | 1.56 M | $27.73 |
| Q1 2025 | +116,199 | Add 6.75% | 1.84 M | $23.70 |
| Q4 2024 | +174,843 | Add 11.31% | 1.72 M | $21.06 |
| Q3 2024 | -24,602 | Reduce 1.57% | 1.55 M | $22.16 |
| Q2 2024 | -166,955 | Reduce 9.61% | 1.57 M | $18.76 |
| Q1 2024 | +35,045 | Add 2.06% | 1.74 M | $20.32 |
| Q4 2023 | +404,446 | Add 31.17% | 1.7 M | $15.98 |
| Q3 2023 | +120,600 | Add 10.25% | 1.3 M | $14.02 |
| Q2 2023 | -14,036 | Reduce 1.18% | 1.18 M | $15.43 |
| Q1 2023 | -125,746 | Reduce 9.55% | 1.19 M | $18.22 |
| Q4 2022 | +209,215 | Add 18.89% | 1.32 M | $10.59 |
| Q3 2022 | +100,747 | Add 10.01% | 1.11 M | $9.85 |
| Q2 2022 | +110,915 | Add 12.38% | 1.01 M | $13.03 |
| Q1 2022 | +111,148 | Add 14.16% | 896,047 | $13.49 |
| Q4 2021 | +93,035 | Add 13.45% | 784,899 | $17.00 |
| Q3 2021 | +325,404 | Add 88.80% | 691,864 | $13.04 |
| Q2 2021 | +366,460 | New Buy | 366,460 | $13.88 |
Donald Smith & Co's Universal Insurance Holdings Investment FAQs
Donald Smith & Co first purchased Universal Insurance Holdings, Inc. (UVE) in Q2 2021, acquiring 366,460 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Universal Insurance Holdings, Inc. (UVE) for 20 quarters since Q2 2021.
Donald Smith & Co's largest addition to Universal Insurance Holdings, Inc. (UVE) was in Q4 2023, adding 1,702,188 shares worth $27.2 M.
According to the latest 13F filing for Q1 2026, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 1,173,537 shares of Universal Insurance Holdings, Inc. (UVE), valued at approximately $40.09 M.
As of the Q1 2026 filing, Universal Insurance Holdings, Inc. (UVE) represents approximately 0.72% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Universal Insurance Holdings, Inc. (UVE) was 1,836,718 shares, as reported at the end of Q1 2025.