Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
Over the last 12 months, insiders at Univest Financial Corporation have bought $63,812 and sold $269,559 worth of Univest Financial Corporation stock.
On average, over the past 5 years, insiders at Univest Financial Corporation have bought $283,917 and sold $763,622 worth of stock each year.
Highest buying activity among insiders over the last 12 months: Paquin Natalye (director) — $63,812.
The last purchase of 860 shares for transaction amount of $19,169 was made by Paquin Natalye (director) on 2024‑05‑07.
2024-05-16 | Sale | Keim Michael S | Senior EVP & COO | 1,141 0.0039% | $22.75 | $25,958 | -5.66% | |
2024-05-15 | Sale | Keim Michael S | Senior EVP & COO | 859 0.0029% | $22.77 | $19,555 | -5.37% | |
2024-05-09 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 9,000 0.0307% | $22.55 | $202,967 | -4.42% | |
2024-05-07 | Paquin Natalye | director | 860 0.003% | $22.29 | $19,169 | -1.59% | ||
2024-03-08 | Sale | Richardson Brian J | Sr EVP & CFO | 0.65 <0.0001% | $20.24 | $13 | +4.15% | |
2024-02-01 | Paquin Natalye | director | 725 0.0023% | $20.96 | $15,193 | -1.36% | ||
2024-01-30 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 955 0.0032% | $22.05 | $21,053 | -8.00% | |
2023-11-28 | Sale | SCHWEITZER JEFFREY M | President & CEO | 0.7 <0.0001% | $18.46 | $13 | +11.05% | |
2023-11-01 | Paquin Natalye | director | 890 0.003% | $16.48 | $14,667 | +21.66% | ||
2023-07-31 | Paquin Natalye | director | 760 0.0024% | $19.45 | $14,782 | +1.54% | ||
2023-05-09 | Connor Martin P. | director | 5,000 0.0175% | $17.25 | $86,250 | +15.56% | ||
2023-04-28 | Paquin Natalye | director | 837 0.0029% | $20.26 | $16,958 | -3.86% | ||
2023-02-03 | Sale | Benning Todd S | director | 27,500 0.0918% | $28.00 | $770,000 | -30.52% | |
2023-01-27 | Paquin Natalye | director | 535 0.0018% | $26.65 | $14,258 | -25.42% | ||
2022-12-12 | Sale | PETRO THOMAS M | director | 10,000 0.0342% | $26.74 | $267,400 | -25.61% | |
2022-12-12 | Wonderling Robert C | director | 4,000 0.0137% | $26.70 | $106,800 | -25.61% | ||
2022-12-09 | Sale | PETRO THOMAS M | director | 5,000 0.0171% | $26.71 | $133,550 | -25.44% | |
2022-11-21 | Sale | AICHELE WILLIAM S | director | 3,453 0.0118% | $28.00 | $96,684 | -28.52% | |
2022-11-09 | Sale | BALLOU ROGER H | director | 6,876 0.0236% | $27.61 | $189,866 | -26.24% | |
2022-11-09 | Paquin Natalye | director | 518 0.0018% | $27.79 | $14,393 | -26.24% |
SCHWEITZER JEFFREY M | Chairman, President & CEO | 90187 0.2632% | $21.81 | 6 | 10 | +1.86% |
Keim Michael S | Senior EVP | 55679 0.1117% | $21.81 | 3 | 3 | +7.66% |
Paquin Natalye | director | 21997 0.0674% | $21.81 | 18 | 0 | +3.66% |
Richardson Brian J | Sr EVP & CFO | 12385 0.0419% | $21.81 | 0 | 1 | |
AICHELE WILLIAM S | director | 144337 0.4891% | $21.81 | 7 | 4 | <0.0001% |
MOYER MERRILL S | director | 126000 0.427% | $21.81 | 3 | 0 | +0.78% |
LEIDY THOMAS | director | 90157 0.3055% | $21.81 | 13 | 5 | +1.23% |
ANDERS MARVIN A | director | 76923 0.2607% | $21.81 | 4 | 0 | +0.52% |
MOYER K LEON | director | 66347 0.2248% | $21.81 | 15 | 14 | +2.05% |
Deacon Roger S | Senior EVP and CFO | 64447 0.2184% | $21.81 | 0 | 2 | |
PETRO THOMAS M | director | 54518 0.1848% | $21.81 | 1 | 9 | <0.0001% |
HOCHSTETLER KENNETH D | Senior Executive VP | 51174 0.1734% | $21.81 | 6 | 0 | +1.86% |
BROBST DUANE J | Sr EVP & Chief Credit Officer | 40079 0.1358% | $21.81 | 2 | 1 | <0.0001% |
Scannapieco Thomas | director | 33480 0.1135% | $21.81 | 8 | 0 | +11.69% |
Jackson Philip C. | President, Commercial Banking | 27712 0.0939% | $21.81 | 1 | 1 | +10.3% |
BERGEY JAMES L | director | 27394 0.0928% | $21.81 | 8 | 0 | <0.0001% |
Turner Michael L. | director | 21094 0.0715% | $21.81 | 0 | 17 | |
Norris Kevin Brian | Pres - Invest. & Wealth Mgmt | 20734 0.0703% | $21.81 | 2 | 0 | +14.33% |
SWARTLEY RICHARD R | Executive Vice President | 18305 0.062% | $21.81 | 1 | 0 | +5.14% |
Wonderling Robert C | director | 12993 0.044% | $21.81 | 4 | 0 | <0.0001% |
MOYER GLENN E | director | 12827 0.0435% | $21.81 | 7 | 0 | +11% |
DELP R LEE | director | 12107 0.041% | $21.81 | 4 | 0 | +17.81% |
Benning Todd S | director | 11909 0.0404% | $21.81 | 0 | 2 | |
YOUNG JOHN U | director | 10993 0.0373% | $21.81 | 7 | 0 | +3.08% |
Keenan Suzanne | director | 9100 0.0308% | $21.81 | 1 | 0 | +27.51% |
MININGER H RAY | director | 8595 0.0291% | $21.81 | 2 | 5 | <0.0001% |
RENNINGER MARTIN | Senior Vice President | 8249 0.028% | $21.81 | 0 | 2 | |
CLEMENS DOUGLAS C | director | 7867 0.0267% | $21.81 | 4 | 0 | +14.69% |
LEWIS H PAUL | director | 7599 0.0258% | $21.81 | 8 | 0 | +3.38% |
Zimmerman Charles H | director | 7611 0.0258% | $21.81 | 15 | 1 | +1.44% |
Beebe Joseph P | director | 6500 0.022% | $21.81 | 2 | 0 | +11.96% |
Connor Martin P. | director | 5020 0.017% | $21.81 | 1 | 0 | +15.56% |
SCHLOSSER MARK A | director | 3000 0.0102% | $21.81 | 23 | 2 | +9.67% |
ZOOK MARGARET K | director | 2247 0.0076% | $21.81 | 4 | 0 | +11.36% |
TEJKL KAREN E | Senior VP, Compliance Officer | 1110 0.0038% | $21.81 | 0 | 1 | |
SHELLY P GREGORY | director | 1075 0.0036% | $21.81 | 6 | 0 | +9.29% |
MORRAL WILLIAM G | director | 768 0.0026% | $21.81 | 7 | 9 | +8.91% |
DAVIS MARC B | other | 496 0.0017% | $21.81 | 1 | 0 | <0.0001% |
TERRY GEORGE D | Executive Vice President | 140 0.0005% | $21.81 | 0 | 2 | |
LIDDLE MARY E | SVP & Controller | 69 0.0002% | $21.81 | 2 | 0 | +7.46% |
BALLOU ROGER H | director | 0 0% | $21.81 | 0 | 4 |
BlackRock | $70.52M | 11.57 | 3.39M | -3.05% | -$2.22M | <0.01 | |
Fidelity Investments | $55.27M | 9.07 | 2.65M | +0.39% | +$212,676.30 | <0.01 | |
Dimensional Fund Advisors | $41.17M | 6.76 | 1.98M | +1.03% | +$421,646.73 | 0.01 | |
The Vanguard Group | $32.71M | 5.37 | 1.57M | +1.24% | +$401,971.74 | <0.01 | |
Voya Investment Management | $27.46M | 4.51 | 1.32M | -9.6% | -$2.92M | 0.09 | |
The Manufacturers Life Insurance Company | $24.94M | 4.09 | 1.2M | +<0.01% | +$333.12 | 0.02 | |
State Street | $18.97M | 3.11 | 911,205 | +2.62% | +$484,085.82 | <0.01 | |
Renaissance Technologies | $13.74M | 2.26 | 660,189 | -1.62% | -$226,935.77 | 0.02 | |
Geode Capital Management | $13.51M | 2.22 | 648,914 | +0.12% | +$16,429.95 | <0.01 | |
Hotchkis & Wiley Capital Management | $8.97M | 1.47 | 430,800 | +42.08% | +$2.66M | 0.03 | |
Univest | $8.44M | 1.39 | 405,491 | -6.82% | -$617,792.18 | 2.4 | |
AQR Capital | $8.4M | 1.38 | 403,391 | +6.89% | +$541,611.31 | 0.01 | |
American Century Investments | $8.3M | 1.36 | 398,490 | +23.95% | +$1.6M | 0.01 | |
Leeward Investments Llc Ma | $7.98M | 1.31 | 383,392 | -4.12% | -$342,697.18 | 0.36 | |
Northern Trust | $7.14M | 1.17 | 342,724 | -6.42% | -$489,145.03 | <0.01 | |
Endeavour Capital Advisors Inc. | $5.96M | 0.98 | 286,439 | +273.13% | +$4.37M | 2.06 | |
Charles Schwab | $5.86M | 0.96 | 281,524 | -7.19% | -$454,021.77 | <0.01 | |
ROYCE & ASSOCIATES INC | $5.77M | 0.95 | 277,292 | +33.41% | +$1.45M | 0.05 | |
Nuveen | $5.01M | 0.82 | 240,416 | +2.07% | +$101,497.48 | <0.01 | |
Neuberger Berman | $4.83M | 0.79 | 232,139 | -0.41% | -$19,966.42 | <0.01 | |
Morgan Stanley | $4.58M | 0.75 | 220,128 | -19.92% | -$1.14M | <0.0001 | |
Bridgeway Capital Management | $4.49M | 0.74 | 215,880 | +2.92% | +$127,522.51 | 0.08 | |
Goldman Sachs | $4.45M | 0.73 | 213,733 | -0.65% | -$28,981.44 | <0.01 | |
Ameriprise Financial | $3.88M | 0.64 | 186,307 | +4.46% | +$165,643.93 | <0.01 | |
BNY Mellon | $3.49M | 0.57 | 167,391 | -6.14% | -$227,833.55 | <0.01 | |
Assenagon Asset Management S.A. | $2.87M | 0.47 | 137,910 | -22.1% | -$814,665.72 | 0.01 | |
State Of New Jersey Common Pension Fund D | $2.82M | 0.46 | 135,564 | 0% | +$0 | 0.01 | |
Prudential Financial | $2.66M | 0.44 | 127,624 | +2.65% | +$68,706.01 | <0.01 | |
SEI Investments Company | $2.48M | 0.41 | 118,994 | +28.28% | +$546,215.45 | <0.01 | |
Invesco | $2.22M | 0.36 | 106,447 | +93.6% | +$1.07M | <0.0001 | |
First Trust | $2.04M | 0.34 | 98,110 | +1.82% | +$36,476.64 | <0.01 | |
JPMorgan Chase | $1.97M | 0.32 | 94,785 | +57.84% | +$723,161.62 | <0.0001 | |
Bank of America | $1.94M | 0.32 | 93,409 | -1% | -$19,695.73 | <0.0001 | |
Empowered Funds Llc | $1.72M | 0.28 | 82,701 | +8% | +$127,522.51 | 0.03 | |
Two Sigma Advisers LP | $1.61M | 0.26 | 77,280 | -1.65% | -$27,066.01 | <0.01 | |
Arrowstreet Capital, Limited Partnership | $1.29M | 0.21 | 61,988 | +23.01% | +$241,505.39 | <0.01 | |
Thrivent Financial For Lutherans | $1.21M | 0.2 | 57,916 | +8.48% | +$94,188.74 | <0.01 | |
Swiss National Bank | $1.21M | 0.2 | 58,078 | 0% | +$0 | <0.01 | |
Barclays | $1.19M | 0.2 | 56,939 | -23.23% | -$358,565.57 | <0.01 | |
Advance Capital Management Inc | $1.05M | 0.17 | 50,427 | 0% | +$0 | 0.05 | |
Victory Capital Management Inc | $1.04M | 0.17 | 49,800 | +4.18% | +$41,640.00 | <0.01 | |
RhumbLine Advisers | $984,003.00 | 0.16 | 47,263 | +2.76% | +$26,420.24 | <0.01 | |
Two Sigma | $892,345.00 | 0.15 | 42,860 | +6.66% | +$55,735.13 | <0.01 | |
T. Rowe Price | $845,000.00 | 0.14 | 40,578 | -10.69% | -$101,184.26 | <0.0001 | |
Los Angeles Capital Management LLC | $842,065.00 | 0.14 | 40,445 | -0.76% | -$6,454.20 | <0.01 | |
IVC Wealth Advisors, LLC | $839,941.00 | 0.14 | 40,343 | -0.97% | -$8,203.08 | 0.49 | |
UBS | $811,480.00 | 0.13 | 38,976 | -16.89% | -$164,956.80 | <0.0001 | |
Compass Ion Advisors LLC | $798,937.00 | 0.13 | 38,374 | +0.36% | +$2,831.49 | 0.13 | |
Pacific Ridge Capital Partners, LLC | $777,898.00 | 0.13 | 37,363 | -20.6% | -$201,787.53 | 0.17 | |
Raymond James Associates | $767,467.00 | 0.13 | 36,862 | +19.78% | +$126,752.19 | <0.01 |