Shell Asset Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Sell |
3,511
-4,511
| -56% | -$269K | 0.02% | 467 |
|
|
2025
Q2 | $438K | Sell |
8,022
-1,429
| -15% | -$71.2K | 0.02% | 524 |
|
|
2025
Q1 | $487K | Sell |
9,451
-518
| -5% | -$28.8K | 0.02% | 475 |
|
|
2024
Q4 | $550K | Sell |
9,969
-12
| -0.1% | -$659 | 0.02% | 465 |
|
|
2024
Q3 | $465K | Buy |
+9,981
| New | +$458K | 0.02% | 515 |
|
|
2024
Q1 | $435K | Buy |
9,981
+7,417
| +289% | +$363K | 0.02% | 523 |
|
|
2023
Q4 | $130K | Sell |
2,564
-6,170
| -71% | -$267K | 0.01% | 994 |
|
|
2023
Q3 | $352K | Sell |
8,734
-232
| -3% | -$9.87K | 0.01% | 702 |
|
|
2023
Q2 | $338K | Sell |
8,966
-4,875
| -35% | -$180K | 0.01% | 742 |
|
|
2023
Q1 | $546K | Sell |
13,841
-25
| -0.2% | -$1.2K | 0.02% | 522 |
|
|
2022
Q4 | $656K | Sell |
13,866
-3,436
| -20% | -$172K | 0.03% | 439 |
|
|
2022
Q3 | $782K | Sell |
17,302
-3,638
| -17% | -$168K | 0.03% | 419 |
|
|
2022
Q2 | $883K | Buy |
20,940
+7,732
| +59% | +$372K | 0.03% | 453 |
|
|
2022
Q1 | $741K | Sell |
13,208
-3,749
| -22% | -$223K | 0.02% | 621 |
|
|
2021
Q4 | $947K | Buy |
16,957
+74
| +0.4% | +$4.17K | 0.02% | 575 |
|
|
2021
Q3 | $919K | Sell |
16,883
-720
| -4% | -$35.8K | 0.02% | 546 |
|
|
2021
Q2 | $939K | Buy |
17,603
+3,931
| +29% | +$218K | 0.02% | 606 |
|
|
2021
Q1 | $753K | Sell |
13,672
-80
| -0.6% | -$4.26K | 0.02% | 656 |
|
|
2020
Q4 | $580K | Buy |
13,752
+4,094
| +42% | +$148K | 0.01% | 731 |
|
|
2020
Q3 | $255K | Hold |
9,658
| – | – | 0.01% | 969 |
|
|
2020
Q2 | $276K | Sell |
9,658
-64
| -0.7% | -$1.7K | 0.01% | 926 |
|
|
2020
Q1 | $223K | Sell |
9,722
-148
| -1% | -$6.02K | 0.01% | 979 |
|
|
2019
Q4 | $527K | Sell |
9,870
-270
| -3% | -$13K | 0.01% | 870 |
|
|
2019
Q3 | $475K | Sell |
10,140
-87
| -0.9% | -$4.11K | 0.01% | 924 |
|
|
2019
Q2 | $489K | Sell |
10,227
-234
| -2% | -$11.7K | 0.01% | 928 |
|
|
2019
Q1 | $530K | Buy |
+10,461
| New | +$567K | 0.01% | 887 |
|
|
2015
Q3 | – | Sell |
-76,411
| Closed | -$3.02M | – | 913 |
|
|
2015
Q2 | $3.02M | Sell |
76,411
-3,480
| -4% | -$131K | 0.06% | 314 |
|
|
2015
Q1 | $2.96M | Buy |
+79,891
| New | +$2.68M | 0.05% | 334 |
|
|
2014
Q3 | – | Sell |
-67,944
| Closed | -$2.14M | – | 874 |
|
|
2014
Q2 | $2.14M | Sell |
67,944
-791
| -1% | -$24.1K | 0.03% | 462 |
|
|
2014
Q1 | $2.13M | Sell |
68,735
-279
| -0.4% | -$8.57K | 0.04% | 466 |
|
|
2013
Q4 | $2.15M | Buy |
69,014
+11,166
| +19% | +$317K | 0.04% | 476 |
|
|
2013
Q3 | $1.48M | Hold |
57,848
| – | – | 0.03% | 603 |
|
|
2013
Q2 | $1.49M | Buy |
+57,848
| New | +$1.36M | 0.03% | 563 |
|
Other funds holding WBS
Shell Asset Management's WBS Position: Q3 2025 in Review
Shell Asset Management reduced its Webster Financial (WBS) stake by 56% in Q3 2025, selling an estimated $269K and leaving 3,511 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #467.
Shell Asset Management first reported a position in WBS in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.02M in Q2 2015. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.
- Shell Asset Management held 3,511 shares of Webster Financial worth $209K as of Q3 2025.
- Shell Asset Management sold 4,511 Webster Financial shares in Q3 2025, an estimated $269K.
- Webster Financial made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #467 holding.
- Shell Asset Management first reported a position in Webster Financial in Q2 2013 and has held it in 33 quarters since.
- Shell Asset Management's Webster Financial position peaked at $3.02M in Q2 2015.
- 514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.
Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.