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Equibles

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in UVE — Universal Insurance Holdings, Inc.

CIK 1423442 Stamford, CT
Back to UVE Full portfolio

Position in UVE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,559,602
+$201,025 QoQ
Shares Held
37,708
-5.2% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 219 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UVE Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $190,236,248 across 21 Insurance - Property & Casualty names. UVE ranks #14 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TRV
Travelers Companies, Inc.
 172,186 $56,842,042
2 ALL
Allstate Corp
 130,439 $31,036,655
3 CB
Chubb Ltd
 88,733 $30,234,882
4 PGR
Progressive Corp/Oh/
 107,795 $23,547,817
5 MCY
Mercury General Corp
 92,892 $9,904,145
6 L
Loews Corp
 59,383 $6,722,749
7 ORI
Old Republic International Corp
 135,527 $5,545,764
8 MKL
Markel Group Inc.
 2,386 $4,659,881

All Filings in UVE

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,559,602 37,708
2026-03-31 $1,358,577 39,771
2025-12-31 $1,405,167 41,573
2025-09-30 $1,612,163 61,299
2025-06-30 $1,722,587 62,120
2025-03-31 $744,559 31,416
2024-12-31 $874,221 41,511
2024-09-30 $674,794 30,451
2024-06-30 $571,223 30,449
2022-09-30 $134,945 13,700
2021-09-30 $156 12
2021-06-30 $166 12
2021-03-31 $172 12
2020-12-31 $181 12
2020-09-30 $166 12
2020-06-30 $213 12
2020-03-31 $201,080 11,221