Donald Smith & Co. Reports 1.56M Shares (5.56%) in UVE

Rhea-AI Filing Summary

Universal Insurance Holdings, Inc. reported that Donald Smith & Co., Inc. and affiliated DSCO Value Fund, L.P. together beneficially own 1,564,468 shares of common stock, representing 5.56% of the class. Donald Smith & Co., Inc. reports sole voting power over 1,439,765 shares and sole dispositive power over 1,549,505 shares, while DSCO Value Fund reports sole voting and dispositive power over 14,963 shares. The filing identifies Donald Smith & Co. as an investment adviser acting for institutional clients and states the reported holdings are held in the ordinary course of business, not to change or influence control of the issuer.

Positive

• Disclosure of a 5.56% beneficial stake provides transparency to the market about significant passive ownership
• Clear allocation of voting and dispositive powers between Donald Smith & Co., Inc. and DSCO Value Fund improves governance visibility

Negative

• None.

Insights

Financial Analyst

TL;DR: A disclosed 5.56% stake by an investment adviser signals a meaningful, but non-controlling, position that warrants monitoring.

The report shows an institutional investment adviser and its affiliated fund collectively hold 1,564,468 shares or 5.56% of Universal Insurance Holdings common stock. Voting and dispositive power is largely held by Donald Smith & Co., Inc., indicating voting influence concentrated at the adviser level while ultimate economic interests reside with advisory clients. This is a routine Schedule 13G disclosure for passive holdings; it does not assert intent to influence control.

Corporate Governance Expert

TL;DR: Ownership exceeds the 5% reporting threshold but remains below levels typically associated with control or formal activism.

The filing clarifies that the adviser holds shares for institutional clients and disclaims control intent, consistent with passive investor treatment. Concentration of voting power at the adviser (1,439,765 votes) may matter in close proxy matters, yet the disclosed percentage suggests limited ability to unilaterally direct corporate actions. Transparency is complete with identification of sole voting and dispositive powers.

FAQ

How many shares of Universal Insurance Holdings (UVE) are reported in this Schedule 13G?

The filing reports an aggregate beneficial ownership of 1,564,468 shares.

What percentage of UVE does Donald Smith & Co., Inc. and affiliates own?

The filing states the reported holdings represent 5.56% of the outstanding common stock.

Who holds the voting and dispositive power for the reported shares?

Donald Smith & Co., Inc. reports sole voting power over 1,439,765 shares and sole dispositive power over 1,549,505 shares; DSCO Value Fund reports sole voting and dispositive power over 14,963 shares.

Is the filing indicating an intent to influence control of Universal Insurance Holdings?

No. The filing certifies the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

What type of filer is Donald Smith & Co., Inc. according to the Schedule 13G?

Donald Smith & Co., Inc. is identified as an investment adviser reporting on behalf of its institutional clients.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 08/15/2025 - 08:57 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

UNIVERSAL INSURANCE HOLDINGS, INC.

(Name of Issuer)

Common

(Title of Class of Securities)

91359V107

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 91359V107

1

Names of Reporting Persons

DONALD SMITH & CO., INC.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,439,765.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,549,505.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,564,468.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.6 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. 91359V107

1

Names of Reporting Persons

DSCO Value Fund, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 14,963.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 14,963.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,564,468.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.6 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: UNIVERSAL INSURANCE HOLDINGS, INC.
(b)	Address of issuer's principal executive offices: 1110 W. COMMERCIAL BLVD., SUITE 100, FORT LAUDERDALE, FLORIDA, 33309.
Item 2.
(a)	Name of person filing: Donald Smith & Co.,Inc.
(b)	Address or principal business office or, if none, residence: 152 West 57th Street New York, NY 10019
(c)	Citizenship: A Delaware Corporation
(d)	Title of class of securities: Common
(e)	CUSIP No.: 91359V107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,564,468
(b)	Percent of class: 5.56%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Donald Smith & Co., Inc. 1,439,765 DSCO Value Fund, L.P. 14,963
	(ii) Shared power to vote or to direct the vote: SEE ITEM 6
	(iii) Sole power to dispose or to direct the disposition of: Donald Smith & Co., Inc. 1,549,505 DSCO Value Fund, L.P. 14,963
	(iv) Shared power to dispose or to direct the disposition of: SEE ITEM 6
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. 1. Donald Smith & Co., Inc. does not serve as custodian of the assets of any of its clients; accordingly, in each instance only the client or the client?s custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. The ultimate power to direct the receipt of dividends paid with respect to, and the proceeds from the sale of, such securities, is vested in the institutional clients which Donald Smith & Co., Inc. serves as investment advisor. Any and all discretionary authority which has been delegated to Donald Smith & Co., Inc. may be revoked in whole or in part at any time. To the knowledge of Donald Smith & Co., Inc., with respect to all securities reported in this schedule owned by advisory clients of Donald Smith & Co., Inc., not more than 5% of the class of such securities is owned by any one client.2. With respect to the remaining securities owned, various persons have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Common Stock of Universal Insurance Holdings. No one person?s interest in the Common Stock of Universal Insurance Holdings is more than five percent of the total outstanding Common Stock.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. SEE EXHIBIT A
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

DONALD SMITH & CO., INC.

Signature:	Richard L. Greenberg
Name/Title:	CEO and Co-CIO
Date:	08/14/2025

DSCO Value Fund, L.P.

Signature:	Richard L. Greenberg
Name/Title:	CEO and Co-CIO
Date:	08/14/2025