Univest Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:UVE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Nov 24	Buy€14,635	Natalye Paquin	Individual	565	€25.90
26 Jul 24	Buy€15,456	Natalye Paquin	Individual	580	€26.65
07 May 24	Buy€17,783	Natalye Paquin	Individual	860	€20.68
08 Mar 24	Sell€12	Brian Richardson	Individual	0.65	€18.49
01 Feb 24	Buy€14,005	Natalye Paquin	Individual	725	€19.32

Insider Trading Volume

Insider Buying: UVE insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UVE?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	524,773	1.81%
General Public	5,955,375	20.5%
Institutions	22,562,781	77.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12%	BlackRock, Inc.	3,471,927	€98.9m	3.34%	no data
9.03%	FMR LLC	2,622,282	€74.7m	-0.34%	no data
6.79%	Dimensional Fund Advisors LP	1,972,731	€56.2m	0.72%	0.01%
5.7%	The Vanguard Group, Inc.	1,656,102	€47.2m	5.36%	no data
4.1%	Pzena Investment Management, Inc.	1,189,748	€33.9m	-6.19%	0.07%
3.89%	Manulife Asset Management	1,128,566	€32.2m	-6.76%	0.02%
3.01%	State Street Global Advisors, Inc.	873,371	€24.9m	-2.03%	no data
2.43%	Geode Capital Management, LLC	704,445	€20.1m	3.49%	no data
2.24%	Renaissance Technologies LLC	650,889	€18.5m	-1.27%	0.03%
1.93%	American Century Investment Management Inc	561,089	€16.0m	16.4%	0.01%
1.39%	Leeward Investments, LLC	403,576	€11.5m	-0.34%	0.56%
1.36%	Hotchkis and Wiley Capital Management, LLC	394,900	€11.3m	-12.8%	0.04%
1.24%	Girard Investment Services, LLC	360,994	€10.3m	-10.7%	2.89%
1.14%	Northern Trust Global Investments	330,106	€9.4m	-1.59%	no data
1.11%	AQR Capital Management, LLC	322,777	€9.2m	-16.6%	0.01%
1.07%	Bridgeway Capital Management, LLC	310,561	€8.8m	3.11%	0.15%
0.94%	Endeavour Capital Advisors Inc.	273,189	€7.8m	-4.12%	2.8%
0.85%	Charles Schwab Investment Management, Inc.	245,883	€7.0m	-4.24%	no data
0.84%	Royce & Associates, LP	243,466	€6.9m	-10.1%	0.06%
0.81%	Arrowstreet Capital, Limited Partnership	235,290	€6.7m	204%	0.01%
0.79%	Assenagon Asset Management S.A.	228,321	€6.5m	57.5%	0.01%
0.73%	Neuberger Berman Investment Advisers LLC	212,513	€6.1m	-10.8%	no data
0.67%	Morgan Stanley, Investment Banking and Brokerage Investments	194,851	€5.6m	74.4%	no data
0.62%	Goldman Sachs Group, Investment Banking and Securities Investments	179,959	€5.1m	34.8%	no data
0.59%	Girard Advisory Services, LLC	170,454	€4.9m	490%	0.45%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 16:47
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Univest Financial Corporation is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher McGratty	Keefe, Bruyette, & Woods
Timothy Switzer	Keefe, Bruyette, & Woods
Frank Schiraldi	Piper Sandler Companies