BAILARD, INC.

Position in UVE — Universal Insurance Holdings, Inc.

CIK 750641 Foster City, CA

Position in UVE

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$550,460

+$167,561 QoQ

Shares Held

13,309

+18.7% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#123

of 218 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BAILARD, INC. holds $30,884,637 across 12 Insurance - Property & Casualty names. UVE ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	58,736	$20,013,704
2	ALL	Allstate Corp	23,022	$5,477,854
3	TRV	Travelers Companies, Inc.	4,150	$1,369,998
4	UFCS	United Fire Group Inc	12,500	$655,500
5	UVE	Universal Insurance Holdings, Inc. This page	13,309	$550,460
6	PGR	Progressive Corp/Oh/	2,402	$524,716
7	THG	Hanover Insurance Group, Inc.	2,400	$513,888
8	HRTG	Heritage Insurance Holdings, Inc.	18,679	$487,148

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$550,460	13,309	+18.7%	Shares	Sole	2026-07-30
2026-03-31	$382,899	11,209	0.0%	Shares	Sole	2026-05-11
2025-12-31	$378,864	11,209	-22.7%	Shares	Sole	2026-02-04
2025-09-30	$381,350	14,500	0.0%	Shares	Sole	2025-10-30
2025-06-30	$402,085	14,500	0.0%	Shares	Sole	2025-08-08
2025-03-31	$343,650	14,500	-13.7%	Shares	Sole	2025-05-02
2024-09-30	$372,288	16,800	0.0%	Shares	Sole	2024-10-30
2024-06-30	$315,168	16,800	+33.3%	Shares	Sole	2024-07-25
2024-03-31	$256,032	12,600	-57.6%	Shares	Sole	2024-05-08
2023-12-31	$474,606	29,700	—	Shares	Sole	2024-02-02
No filing history on record for this holder in this stock.