UNIVEST FINANCIAL Corp
Total Trades
39
Buys
16
Sells
13
Largest Trade
N/A
Insiders
12
Institutional Funds
160
Inst. Value
$1M+
Activist Filings
12
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Paquin Natalye | Director | BUY | $15K–$50K | 580 | $34.58 | Feb 3, 2026 |
| Paquin Natalye | Director | EXERCISE | N/A | 2K | — | Feb 3, 2026 |
| SCHWEITZER JEFFREY M | Chairman | EXERCISE | $100K–$500K | 12K | $28.15 | Dec 15, 2025 |
| SCHWEITZER JEFFREY M | Chairman | SELL | $100K–$500K | 12K | $34.99 | Dec 15, 2025 |
| Keim Michael S | Senior EVP & COO | SELL | $100K–$500K | 7K | $34.07 | Dec 15, 2025 |
| Keim Michael S | Senior EVP & COO | EXERCISE | $100K–$500K | 7K | $28.15 | Dec 15, 2025 |
| Santana Megan D | Sr EVP & Chief Ris… | SELL | $50K–$100K | 3K | $35.45 | Dec 15, 2025 |
| Santana Megan D | Sr EVP & Chief Ris… | EXERCISE | $50K–$100K | 3K | $28.15 | Dec 15, 2025 |
| Richardson Brian J | Sr EVP & CFO | EXERCISE | $15K–$50K | 2K | $28.15 | Dec 15, 2025 |
| Richardson Brian J | Sr EVP & CFO | SELL | $50K–$100K | 2K | $34.45 | Dec 15, 2025 |
| Paquin Natalye | Director | BUY | $15K–$50K | 655 | $29.81 | Nov 10, 2025 |
| PETRO THOMAS M | Director | SELL | $100K–$500K | 9K | $31.75 | Aug 28, 2025 |
| Paquin Natalye | Director | BUY | $15K–$50K | 730 | $28.81 | Apr 25, 2025 |
| Vazquez Anne | Director | BUY | $15K–$50K | 1K | $28.63 | Mar 19, 2025 |
| Paquin Natalye | Director | BUY | $15K–$50K | 565 | $28.10 | Nov 4, 2024 |
| Keim Michael S | Senior EVP & COO | EXERCISE | $1K–$15K | 295 | $19.68 | Aug 28, 2024 |
| Keim Michael S | Senior EVP & COO | SELL | $1K–$15K | 295 | $28.59 | Aug 28, 2024 |
| SCHWEITZER JEFFREY M | Chairman | EXERCISE | $50K–$100K | 3K | $19.68 | Aug 28, 2024 |
| SCHWEITZER JEFFREY M | Chairman | SELL | $50K–$100K | 3K | $28.56 | Aug 28, 2024 |
| SCHWEITZER JEFFREY M | Chairman | EXERCISE | $15K–$50K | 955 | $18.75 | Feb 1, 2024 |
| SCHWEITZER JEFFREY M | Chairman | SELL | $15K–$50K | 955 | $22.05 | Feb 1, 2024 |
| Paquin Natalye | Director | BUY | $15K–$50K | 725 | $20.96 | Feb 1, 2024 |
| SCHWEITZER JEFFREY M | President & CEO | SELL | <$1K | 1 | $18.46 | Nov 29, 2023 |
| Paquin Natalye | Director | BUY | $1K–$15K | 890 | $16.48 | Nov 1, 2023 |
| Paquin Natalye | Director | BUY | $1K–$15K | 760 | $19.45 | Jul 31, 2023 |
| Connor Martin P. | Director | BUY | $50K–$100K | 5K | $17.25 | May 10, 2023 |
| Paquin Natalye | Director | BUY | $15K–$50K | 837 | $20.26 | Apr 28, 2023 |
| Benning Todd S | Director | SELL | $500K+ | 28K | $28.00 | Feb 6, 2023 |
| Paquin Natalye | Director | BUY | $1K–$15K | 535 | $26.65 | Jan 27, 2023 |
| PETRO THOMAS M | Director | SELL | $100K–$500K | 15K | $26.73 | Dec 13, 2022 |
| Wonderling Robert C | Director | BUY | $100K–$500K | 4K | $26.70 | Dec 12, 2022 |
| AICHELE WILLIAM S | Director | SELL | $50K–$100K | 3K | $28.00 | Nov 22, 2022 |
| AICHELE WILLIAM S | Director | EXERCISE | $50K–$100K | 3K | $16.88 | Nov 22, 2022 |
| BALLOU ROGER H | Director | SELL | $100K–$500K | 15K | $27.61 | Nov 11, 2022 |
| Paquin Natalye | Director | BUY | $1K–$15K | 518 | $27.79 | Nov 11, 2022 |
| Paquin Natalye | Director | BUY | $1K–$15K | 575 | $24.65 | Aug 2, 2022 |
| Paquin Natalye | Director | BUY | $15K–$50K | 620 | $25.39 | May 2, 2022 |
| Paquin Natalye | Director | BUY | $1K–$15K | 475 | $29.66 | Feb 2, 2022 |
| Paquin Natalye | Director | EXERCISE | N/A | 1K | — | Feb 2, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 160 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.8M | $1M+ | SH |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.2M | $1M+ | SH |
| STATE STREET CORP | 858K | $1M+ | SH |
| PZENA INVESTMENT MANAGEMENT LLC | 856K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 701K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 687K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 635K | $1M+ | SH |
| Leeward Investments, LLC - MA | 338K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 333K | $1M+ | SH |
| UNIVEST FINANCIAL Corp | 284K | $1M+ | SH |
| ENDEAVOUR CAPITAL ADVISORS INC | 247K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 235K | $1M+ | SH |
| Neuberger Berman Group LLC | 201K | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 146K | $1M+ | SH |
| MORGAN STANLEY | 132K | $1M+ | SH |
| Empowered Funds, LLC | 123K | $1M+ | SH |
| Point72 Asset Management, L.P. | 91K | $1M+ | SH |
| PRUDENTIAL FINANCIAL INC | 91K | $1M+ | SH |
| State of New Jersey Common Pension Fund D | 88K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 79K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Manulife Financial Corporation
SC 13G/A · Nov 14, 2025
0.0%
0 shares
Manulife Financial Corporation
SC 13G · Aug 13, 2025
0.0%
0 shares
SC 13G/A · Apr 24, 2025
8.5%
2.5M shares
/ PZENA INVESTMENT MANAGEMENT, LLC
SC 13G · Feb 14, 2024
4.9%
1.5M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
5.3%
1.6M shares
SC 13G/A · Jan 23, 2024
11.8%
3.5M shares
Dimensional Fund Advisors LP 30-0447847
SC 13G/A · Feb 10, 2023
7.5%
2.2M shares
/ PZENA INVESTMENT MANAGEMENT, LLC
SC 13G/A · Jan 27, 2023
5.6%
1.6M shares
SC 13G · Jan 24, 2023
10.7%
3.1M shares
SC 13G/A · Jan 27, 2022
10.0%
3.0M shares
SC 13G/A · Jan 25, 2022
10.0%
3.0M shares
/ PZENA INVESTMENT MANAGEMENT, LLC
SC 13G/A · Jan 21, 2022
5.8%
1.7M shares