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Mercer Global Advisors’s
Webster Financial
WBS
Stock Holding History
Mercer Global Advisors’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
$2.34M
Buy
33,683
+10,916
+48%
+$747K
﹤0.01%
1115
2025
Q4
$1.43M
Sell
22,767
-4,863
-18%
-$289K
﹤0.01%
1282
2025
Q3
$1.64M
Buy
27,630
+3,409
+14%
+$203K
﹤0.01%
1122
2025
Q2
$1.32M
Buy
24,221
+826
+4%
+$41.2K
﹤0.01%
1079
2025
Q1
$1.21M
Buy
23,395
+1,799
+8%
+$100K
﹤0.01%
1044
2024
Q4
$1.19M
Buy
+21,596
New
+$1.19M
﹤0.01%
1023
2024
Q2
–
Sell
-4,423
Closed
-$225K
–
2051
2024
Q1
$225K
Sell
4,423
-141
-3%
-$6.89K
﹤0.01%
1721
2023
Q4
$232K
Sell
4,564
-817
-15%
-$35.3K
﹤0.01%
1756
2023
Q3
$217K
Sell
5,381
-65
-1%
-$2.76K
﹤0.01%
1727
2023
Q2
$206K
Sell
5,446
-468
-8%
-$17.3K
﹤0.01%
1732
2023
Q1
$233K
Sell
5,914
-728
-11%
-$34.9K
﹤0.01%
1649
2022
Q4
$314K
Sell
6,642
-129
-2%
-$6.46K
﹤0.01%
1479
2022
Q3
$306K
Buy
6,771
+1,880
+38%
+$87K
﹤0.01%
1395
2022
Q2
$206K
Sell
4,891
-611
-11%
-$29.4K
﹤0.01%
1625
2022
Q1
$309K
Buy
+5,502
New
+$327K
﹤0.01%
1488
2021
Q3
–
Sell
-8,481
Closed
-$452K
–
1824
2021
Q2
$452K
Sell
8,481
-191
-2%
-$10.6K
﹤0.01%
1191
2021
Q1
$478K
Buy
+8,672
New
+$462K
﹤0.01%
1101
Other funds holding WBS
BlackRock
New York
$5.7T 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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Tudor Investment Corp
Stamford, Connecticut
$18.6B AUM
29.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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