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HOTCHKIS & WILEY’s UVSP Holdings & Trades

First Buy
Q1 2019
Duration Held
29 Quarters
Largest Add
Q1 2024
+127,600 Shares
Current Position
300,739 Shares
$10.3 M Value

HOTCHKIS & WILEY's UVSP Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 300,739 shares of Univest Financial Corporation (UVSP) worth $10.3 M, representing 0.03% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 29 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in UVSP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 127,600 shares. Largest reduction occurred in Q1 2025, reducing 82,340 shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's Univest Financial Corporation (UVSP) Holding Value Over Time

Track share changes against reported price movement

Quarterly Univest Financial Corporation (UVSP) Trades by HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -13,420 Reduce 4.27% 300,739 $34.26
Q4 2025 -800 Reduce 0.25% 314,159 $32.74
Q3 2025 -23,371 Reduce 6.91% 314,959 $30.02
Q2 2025 +29,900 Add 9.69% 338,330 $30.04
Q1 2025 -82,340 Reduce 21.07% 308,430 $28.36
Q4 2024 -4,130 Reduce 1.05% 390,770 $29.51
Q3 2024 -58,140 Reduce 12.83% 394,900 $28.14
Q2 2024 +22,240 Add 5.16% 453,040 $22.83
Q1 2024 +127,600 Add 42.08% 430,800 $20.82
Q4 2023 +5,600 Add 1.88% 303,200 $22.03
Q3 2023 +11,900 Add 4.17% 297,600 $17.38
Q2 2023 +90,430 Add 46.31% 285,700 $18.08
Q1 2023 +38,610 Add 24.65% 195,270 $23.74
Q4 2022 +65,170 Add 71.23% 156,660 $26.13
Q2 2022 +5,100 Add 5.90% 91,490 $25.45
Q1 2022 +4,730 Add 5.79% 86,390 $26.76
Q4 2021 -79,450 Reduce 49.31% 81,660 $29.92
Q3 2021 -510 Reduce 0.32% 161,110 $27.39
Q2 2021 +11,800 Add 7.88% 161,620 $26.37
Q1 2021 -13,320 Reduce 8.16% 149,820 $28.59
Q4 2020 +78,850 Add 93.55% 163,140 $20.58
Q3 2020 +12,620 Add 17.61% 84,290 $14.37
Q2 2020 +4,040 Add 5.97% 71,670 $16.14
Q1 2020 -2,700 Reduce 3.84% 67,630 $16.32
Q4 2019 +9,640 Add 15.88% 70,330 $26.77
Q3 2019 +840 Add 1.40% 60,690 $25.51
Q2 2019 +700 Add 1.18% 59,850 $26.27
Q1 2019 +59,150 New Buy 59,150 $24.46

HOTCHKIS & WILEY's Univest Financial Corporation Investment FAQs

HOTCHKIS & WILEY first purchased Univest Financial Corporation (UVSP) in Q1 2019, acquiring 59,150 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held Univest Financial Corporation (UVSP) for 29 quarters since Q1 2019.

HOTCHKIS & WILEY's largest addition to Univest Financial Corporation (UVSP) was in Q1 2024, adding 430,800 shares worth $8.97 M.

According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 300,739 shares of Univest Financial Corporation (UVSP), valued at approximately $10.3 M.

As of the Q1 2026 filing, Univest Financial Corporation (UVSP) represents approximately 0.03% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in Univest Financial Corporation (UVSP) was 453,040 shares, as reported at the end of Q2 2024.