WBS
WEBSTER FINANCIAL CORPORATIONMarquee-fund ownership over time
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $42 | $72 | +70% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $42 | $72 | +70% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $42 | $72 | +70% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $42 | $72 | +70% |
| Soros Fund Management | Q2 2026(8Q snapshot) | 1Q | $71 | $72 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates | Q3 2025 | Q2 2026 | → $71 | +24% |
| Point72 Asset Management | Q3 2024 | Q2 2026 | → $71 | +69% |
| Maverick Capital 3× in & out | Q2 2024 | Q4 2025 | → $56 | +27% |
| Renaissance Technologies 2× in & out | Q1 2025 | Q3 2025 | → $57 | +0% |
| Two Sigma Investments | Q3 2024 | Q1 2025 | → $57 | +36% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WEBSTER FINANCIAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001776223-26-000004Jun 9, 2026
- Form 40001741076-26-000006May 26, 2026
- Form 40001569016-26-000003May 22, 2026
- Form 40001670022-26-000003May 22, 2026
- Form 40001561620-26-000004May 22, 2026
- Form 40001387196-26-000002May 22, 2026
- Form 40001275668-26-000002May 22, 2026
- Form 40001776223-26-000002May 22, 2026
- Form 40001497498-26-000002May 22, 2026
- Form 40002029288-26-000002May 22, 2026
- Form 40001309344-26-000002May 22, 2026
- Form 40001411951-26-000002May 22, 2026
- Form 40001185992-26-000002May 22, 2026
- Form 40001594609-26-000008May 20, 2026
- Form 40001561620-26-000002May 6, 2026
Fundamentals
XBRL · WEBSTER FINANCIAL CORPORATIONAnnual figures sourced directly from WEBSTER FINANCIAL CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WEBSTER FINANCIAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 27, 2026
- 8-KMaterial eventMay 18, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 28, 2026
- 10-K/AAnnual report (amended)Apr 24, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventFeb 6, 2026
- 8-KMaterial eventFeb 3, 2026
- 8-K/AMaterial event (amended)Jan 23, 2026
- 8-KMaterial eventJan 23, 2026
- 8-KMaterial eventJan 9, 2026
- 10-QQuarterly reportNov 10, 2025
- 8-KMaterial eventOct 24, 2025
- 8-KMaterial eventOct 17, 2025
- 8-KMaterial eventSep 11, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Soros Fund Management | Q2 2026 | open | $71 | $72 | +1% |
| Bridgewater Associates | Q3 2025 | Q2 2026 | $57 | $71 | +24% |
| Renaissance Technologies | Q1 2025 | Q3 2025 | $57 | $57 | +0% |
| Citadel Advisors | Q3 2024 | open | $42 | $72 | +70% |
| Two Sigma Investments | Q3 2024 | Q1 2025 | $42 | $57 | +36% |
| D.E. Shaw | Q3 2024 | open | $42 | $72 | +70% |
| AQR Capital Management | Q3 2024 | open | $42 | $72 | +70% |
| Millennium Management | Q3 2024 | open | $42 | $72 | +70% |
| Point72 Asset Management | Q3 2024 | Q2 2026 | $42 | $71 | +69% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $42 | $58 | +36% |
| Maverick Capital | Q2 2024 | Q4 2025 | $44 | $56 | +27% |
| Maverick Capital | Q2 2021 | Q3 2021 | $49 | $44 | -11% |
| Maverick Capital | Q2 2020 | Q4 2020 | $18 | $33 | +81% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.