Brown Advisory’s Webster Financial WBS Stock Holding History

Brown Advisory’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.49M	Buy	84,885 +80,925	+2,044%	+$5.89M	0.01%	506
2026 Q1	$275K	Buy	+3,960	New	+$271K	﹤0.01%	1242
2024 Q2	–	Sell	-4,183	Closed	-$212K	–	1290
2024 Q1	$212K	Buy	+4,183	New	+$205K	﹤0.01%	1170
2022 Q1	–	Sell	-8,540	Closed	-$477K	–	1251
2021 Q4	$477K	Buy	+8,540	New	+$481K	﹤0.01%	890
2020 Q2	–	Sell	-21,189	Closed	-$485K	–	993
2020 Q1	$485K	Sell	21,189 -1,265,646	-98%	-$51.5M	﹤0.01%	699
2019 Q4	$68.7M	Buy	1,286,835 +3,145	+0.2%	+$151K	0.17%	115
2019 Q3	$60.2M	Buy	1,283,690 +191,996	+18%	+$9.08M	0.17%	118
2019 Q2	$52.1M	Buy	1,091,694 +8,758	+0.8%	+$436K	0.15%	133
2019 Q1	$54.9M	Buy	1,082,936 +55,346	+5%	+$3M	0.16%	129
2018 Q4	$50.6M	Buy	1,027,590 +11,828	+1%	+$676K	0.17%	111
2018 Q3	$59.9M	Buy	1,015,762 +40,935	+4%	+$2.66M	0.17%	109
2018 Q2	$62.1M	Buy	974,827 +9,470	+1%	+$590K	0.19%	103
2018 Q1	$53.5M	Buy	965,357 +17,428	+2%	+$985K	0.17%	116
2017 Q4	$53.2M	Buy	947,929 +393,202	+71%	+$21.5M	0.17%	127
2017 Q3	$29.2M	Buy	+554,727	New	+$27.7M	0.1%	183

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory's WBS Position: Q2 2026 in Review

Brown Advisory increased its Webster Financial (WBS) stake by 2,044% in Q2 2026, buying an estimated $5.89M and bringing the position to 84,885 shares worth $6.49M. The position accounts for 0.01% of the portfolio, ranked #506.

Brown Advisory first reported a position in WBS in Q3 2017 and has held it in 15 quarters since. The position peaked at $68.7M in Q4 2019. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Brown Advisory held 84,885 shares of Webster Financial worth $6.49M as of Q2 2026.
Brown Advisory bought 80,925 Webster Financial shares in Q2 2026, an estimated $5.89M.
Webster Financial made up 0.01% of Brown Advisory's portfolio in Q2 2026, its #506 holding.
Brown Advisory first reported a position in Webster Financial in Q3 2017 and has held it in 15 quarters since.
Brown Advisory's Webster Financial position peaked at $68.7M in Q4 2019.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.