SCHEDULE 13G: Donald Smith & Co. Discloses 6.54% Passive Stake in Universal Insurance Holdings
Beneficial Ownership Report
Investment adviser Donald Smith & Co., Inc. and DSCO Value Fund, L.P. have jointly reported a beneficial ownership of 6.54% of Universal Insurance Holdings, Inc. common stock as of March 31, 2025, indicating a passive investment.
Summary
- Donald Smith & Co., Inc., an investment adviser, and DSCO Value Fund, L.P. have filed a Schedule 13G, disclosing their beneficial ownership in Universal Insurance Holdings, Inc.
- As of March 31, 2025, the reporting persons collectively beneficially own 1,836,718 shares of Universal Insurance Holdings, Inc. common stock.
- This aggregate ownership represents 6.54% of the issuer's common stock.
- Donald Smith & Co., Inc. holds sole voting power over 1,673,985 shares and sole dispositive power over 1,820,325 shares.
- DSCO Value Fund, L.P. holds sole voting power over 16,393 shares and sole dispositive power over 16,393 shares.
- The filing indicates that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.
Sentiment
Score: 5
Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the issuer's performance or outlook. It indicates a passive investment.
Positives
- The disclosure of a significant stake by an institutional investor like Donald Smith & Co. can signal increased institutional interest and confidence in Universal Insurance Holdings, Inc.
Future Outlook
This Schedule 13G filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the issuer's future performance or outlook.
Industry Context
The filing of a Schedule 13G is a routine disclosure for publicly traded companies when an institutional investor acquires a passive stake exceeding 5%. This indicates ongoing institutional investment activity within the insurance sector.
Stakeholder Impact
- Shareholders gain increased transparency regarding the institutional ownership structure of Universal Insurance Holdings, Inc.
Key Dates
| Date | Description |
|---|---|
| 03/31/2025 | Date of the event which required the filing of this statement (beneficial ownership calculation date). |
| 05/14/2025 | Date the Schedule 13G filing was signed and submitted. |
Keywords
Universal Insurance Holdings, Donald Smith & Co., DSCO Value Fund, Schedule 13G, Beneficial Ownership, Institutional Investor, Insurance, Common Stock, Investment Adviser
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