Marshall Wace
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Marshall Wace’s Webster Financial WBS Stock Holding History

Marshall Wace’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
Q1 		$28.1M Buy
404,166
+92,385
+30% +$6.32M 0.03% 574
2025
Q4 		$19.6M Sell
311,781
-79,431
-20% -$4.72M 0.02% 634
2025
Q3 		$23.3M Buy
391,212
+148,993
+62% +$8.88M 0.02% 590
2025
Q2 		$13.2M Buy
242,219
+236,748
+4,327% +$11.8M 0.01% 736
2025
Q1 		$282K Buy
+5,471
New +$304K ﹤0.01% 2289
2022
Q4 		– Sell
-79,843
Closed -$3.61M – 3465
2022
Q3 		$3.61M Buy
+79,843
New +$3.69M 0.01% 1618
2020
Q3 		– Sell
-19,539
Closed -$559K – 1956
2020
Q2 		$559K Sell
19,539
-18,293
-48% -$485K ﹤0.01% 1167
2020
Q1 		$867K Buy
37,832
+36,672
+3,161% +$1.49M 0.01% 834
2019
Q4 		$62K Buy
+1,160
New +$55.8K ﹤0.01% 1521
2019
Q3 		– Sell
-143,194
Closed -$6.84M – 1953
2019
Q2 		$6.84M Buy
143,194
+142,301
+15,935% +$7.09M 0.06% 391
2019
Q1 		$45K Sell
893
-12,547
-93% -$680K ﹤0.01% 1547
2018
Q4 		$663K Sell
13,440
-22,855
-63% -$1.31M 0.01% 1023
2018
Q3 		$2.14M Buy
+36,295
New +$2.36M 0.02% 664
2014
Q3 		– Sell
-8,300
Closed -$262K – 1060
2014
Q2 		$262K Buy
+8,300
New +$253K ﹤0.01% 787

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Marshall Wace's WBS Position: Q1 2026 in Review

Marshall Wace increased its Webster Financial (WBS) stake by 30% in Q1 2026, buying an estimated $6.32M and bringing the position to 404,166 shares worth $28.1M. The position accounts for 0.03% of the portfolio, ranked #574.

Marshall Wace first reported a position in WBS in Q2 2014 and has held it in 14 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Marshall Wace held 404,166 shares of Webster Financial worth $28.1M as of Q1 2026.
  • Marshall Wace bought 92,385 Webster Financial shares in Q1 2026, an estimated $6.32M.
  • Webster Financial made up 0.03% of Marshall Wace's portfolio in Q1 2026, its #574 holding.
  • Marshall Wace first reported a position in Webster Financial in Q2 2014 and has held it in 14 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.