Leeward Investments, LLC - Ma / UVSP
Leeward Investments, LLC - Ma’s Univest Financial Corporatio Position
Does Leeward Investments, LLC - Ma own Univest Financial Corporatio (UVSP)? Yes — 328.5K shares worth $11M (+0.56% of its 13F portfolio) as of Q1 2026, down from 337.5K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
328.5K
% of Portfolio
+0.56%
Quarters Held
17
currently held
Position History UVSP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 328.5K | $11M | +0.56% |
| Q4 2025 | 337.5K | $11M | +0.56% |
| Q3 2025 | 339.3K | $10M | +0.52% |
| Q2 2025 | 346.9K | $10M | +0.55% |
| Q1 2025 | 360.0K | $10M | +0.54% |
| Q4 2024 | 375.7K | $11M | +0.55% |
| Q3 2024 | 403.6K | $11M | +0.53% |
| Q2 2024 | 404.9K | $9M | +0.42% |
| Q1 2024 | 383.4K | $8M | +0.35% |
| Q4 2023 | 399.9K | $9M | +0.41% |
| Q3 2023 | 402.7K | $7M | +0.36% |
| Q2 2023 | 433.9K | $8M | +0.37% |
| Q1 2023 | 445.3K | $11M | +0.48% |
| Q4 2022 | 467.5K | $12M | +0.54% |
| Q3 2022 | 469.9K | $11M | +0.53% |
| Q2 2022 | 478.9K | $12M | +0.56% |
| Q1 2022 | 493.3K | $13M | +0.52% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Leeward Investments, LLC - Ma’s full portfolio or all institutional holders of UVSP.