How has Universal Insurance Holdings's investments - cost basis changed year-over-year?

Universal Insurance Holdings's investments - cost basis decreased by 43.1% year-over-year, from $8.79M to $5M.

What is the long-term trend for Universal Insurance Holdings's investments - cost basis?

Over 5 years (2020 to 2025), Universal Insurance Holdings's investments - cost basis has grown at a -43.2% compound annual growth rate (CAGR), from $84.67M to $5M.

Universal Insurance Holdings UVE Investments - Cost Basis

Investments - Cost Basis at other companies

Goldman Sachs BDCGSBD

$3.4B-4.3%

Oaktree Specialty LendingOCSL

$3.07B-1.5%

Capital SouthwestCSWC

$2.12B+19.1%

Moelis & CompanyMC

$201.71M+32.3%

Unusual MachinesUMAC

$36.75M—

MidCap Financial Investment CorporationMFIC

$49K-99.3%

Other financials

Income statement

See full

Revenue$393.6M-0.3%

Net income$54.3M+31.0%

EPS (diluted)$1.88+30.6%

Balance sheet

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Cash & equivalents$598.4M+49.3%

Total debt$100.3M-0.8%

Total equity$584.7M+38.4%

Total assets$2.8B+2.0%

Cash flow

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Operating cash flow$154.8M-17.1%

CapEx$1.6M+28.8%

Free cash flow$153.2M-17.4%

Valuation

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Market cap$1.14B+53.0%

Enterprise value$638.15M+44.1%

P/E5.8×-5.3×

P/S0.7×+0.2×

Profitability

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Net margin12.2%+7.9pp

FCF margin21.5%—

Returns & leverage

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Return on equity38.9%+21.9pp

Debt / equity0.2×-0.1×

Where this comes from

Reported directly by Universal Insurance Holdings in its filing.

Tagged under the XBRL concept us-gaap:InvestmentOwnedAtCost.

The official record: Universal Insurance Holdings’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Universal Insurance Holdings's investments - cost basis?: Universal Insurance Holdings (UVE) reported investments - cost basis of $5M in Q1 2026.
How has Universal Insurance Holdings's investments - cost basis changed year-over-year?: Universal Insurance Holdings's investments - cost basis decreased by 43.1% year-over-year, from $8.79M to $5M.
What is the long-term trend for Universal Insurance Holdings's investments - cost basis?: Over 5 years (2020 to 2025), Universal Insurance Holdings's investments - cost basis has grown at a -43.2% compound annual growth rate (CAGR), from $84.67M to $5M.