CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UVE — Universal Insurance Holdings, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in UVE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,340,372
+$1,461,505 QoQ
Shares Held
250,009
-3.8% QoQ
Ownership
0.898%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 219 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,706,996,379 across 42 Insurance - Property & Casualty names. UVE ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,783,863 | $1,045,034,872 | |
| 2 | CINF |
Cincinnati Financial Corp
|
5,482,870 | $1,015,098,550 | |
| 3 | CB |
Chubb Ltd
|
2,295,200 | $782,066,447 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,426,610 | $470,952,492 | |
| 5 | ALL |
Allstate Corp
|
1,856,753 | $441,795,808 | |
| 6 | AFG |
American Financial Group Inc
|
2,314,583 | $323,902,744 | |
| 7 | ORI |
Old Republic International Corp
|
7,495,748 | $306,726,008 | |
| 8 | L |
Loews Corp
|
1,621,124 | $183,527,447 |
All Filings in UVE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,340,372 | 250,009 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,878,867 | 259,920 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,894,902 | 233,577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,669,990 | 215,589 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,889,852 | 212,400 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,875,658 | 205,724 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $5,978,154 | 283,863 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,698,273 | 347,395 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,324,331 | 283,813 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,995,850 | 344,284 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,038,074 | 377,852 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,026,875 | 429,877 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,931,973 | 449,253 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,948,279 | 491,124 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,205,578 | 491,556 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,553,999 | 462,335 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,844,671 | 448,555 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,466,013 | 405,190 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,405,447 | 376,791 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,600,394 | 352,791 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,894,960 | 424,709 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,153,638 | 359,389 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,237,488 | 346,624 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,465,905 | 322,681 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,785,381 | 325,937 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $6,095,129 | 340,130 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||