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Ray Dalio’s WBS Holdings & Trades

First Buy
Q2 2025
Duration Held
3 Quarters
Largest Add
Q3 2025
+336,219 Shares
Current Position
754,071 Shares
$47.46 M Value

Ray Dalio's WBS Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 754,071 shares of Webster Financial Corporation (WBS) worth $47.46 M, representing 0.17% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.

Based on 13F filings, Ray Dalio has maintained this position in WBS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 336,219 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Webster Financial Corporation (WBS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Webster Financial Corporation (WBS) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2025 +199,129 New Buy 199,129 $54.60
Q3 2025 +336,219 Add 168.84% 535,348 $59.44
Q4 2025 +218,723 Add 40.86% 754,071 $62.94

Ray Dalio's Webster Financial Corporation Investment FAQs

Ray Dalio first purchased Webster Financial Corporation (WBS) in Q2 2025, acquiring 199,129 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Webster Financial Corporation (WBS) for 3 quarters since Q2 2025.

Ray Dalio's largest addition to Webster Financial Corporation (WBS) was in Q3 2025, adding 535,348 shares worth $31.82 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 754,071 shares of Webster Financial Corporation (WBS), valued at approximately $47.46 M.

As of the Q4 2025 filing, Webster Financial Corporation (WBS) represents approximately 0.17% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Webster Financial Corporation (WBS) was 754,071 shares, as reported at the end of Q4 2025.