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Cliff Asness’s WBS Holdings & Trades

First Buy
Q4 2012
Duration Held
43 Quarters
Largest Add
Q2 2025
+1.08 M Shares
Current Position
1.17 M Shares
$69.59 M Value

Cliff Asness's WBS Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 1.17 M shares of Webster Financial Corporation (WBS) worth $69.59 M, representing 0.04% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 43 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in WBS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 1.08 M shares. Largest reduction occurred in Q3 2025, reducing 394,868 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Webster Financial Corporation (WBS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Webster Financial Corporation (WBS) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2012 +304,452 Add 0.00% 304,452 $20.55
Q2 2013 +222,055 Add 0.00% 222,055 $25.68
Q3 2013 -84,280 Reduce 37.95% 137,775 $25.53
Q4 2013 -9,872 Reduce 7.17% 127,903 $31.18
Q1 2014 -11,800 Reduce 9.23% 116,103 $31.06
Q2 2014 +147,400 Add 126.96% 263,503 $31.54
Q3 2014 -71,680 Reduce 27.20% 191,823 $29.14
Q4 2014 +22,824 Add 11.90% 214,647 $32.53
Q1 2015 -8,300 Reduce 3.87% 206,347 $37.05
Q2 2015 +31,000 Add 15.02% 237,347 $39.55
Q3 2015 -39,172 Reduce 16.50% 198,175 $35.63
Q4 2015 +166,131 Add 83.83% 364,306 $37.19
Q1 2016 -138,866 Reduce 38.12% 225,440 $35.90
Q2 2016 -114,998 Reduce 51.01% 110,442 $33.95
Q3 2016 -11,146 Reduce 10.09% 99,296 $38.01
Q4 2016 -16,602 Reduce 16.72% 82,694 $54.28
Q1 2017 +28,070 Add 33.94% 110,764 $50.03
Q2 2017 -72,223 Reduce 65.20% 38,541 $52.23
Q3 2017 -38,541 Sold Out 0 $0.00
Q4 2019 +3,795 New Buy 3,795 $53.49
Q1 2020 +13,458 Add 354.62% 17,253 $22.89
Q2 2020 +125,182 Add 725.57% 142,435 $27.74
Q3 2020 +84,258 Add 59.16% 226,693 $26.41
Q4 2020 -169,146 Reduce 74.61% 57,547 $41.90
Q1 2021 -49,805 Reduce 86.55% 7,742 $55.15
Q2 2021 +13,439 Add 173.59% 21,181 $53.35
Q3 2021 +11,076 Add 52.29% 32,257 $54.47
Q4 2021 +3,687 Add 11.43% 35,944 $55.84
Q1 2022 -22,382 Reduce 62.27% 13,562 $56.11
Q2 2022 -5,653 Reduce 41.68% 7,909 $41.72
Q3 2022 +2,775 Add 35.09% 10,684 $45.21
Q4 2022 -1,774 Reduce 16.60% 8,910 $47.14
Q1 2023 -571 Reduce 6.41% 8,339 $39.05
Q2 2023 -8,339 Sold Out 0 $0.00
Q4 2023 +11,172 New Buy 11,172 $50.76
Q1 2024 +220,226 Add 1971.23% 231,398 $50.77
Q2 2024 +18,627 Add 8.05% 250,025 $42.25
Q3 2024 -75,816 Reduce 30.32% 174,209 $46.42
Q4 2024 -26,355 Reduce 15.13% 147,854 $55.22
Q1 2025 +339,950 Add 229.92% 487,804 $50.70
Q2 2025 +1.08 M Add 220.95% 1.57 M $54.60
Q3 2025 -394,868 Reduce 25.22% 1.17 M $59.44

Cliff Asness's Webster Financial Corporation Investment FAQs

Cliff Asness first purchased Webster Financial Corporation (WBS) in Q4 2012, acquiring 304,452 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Webster Financial Corporation (WBS) for 43 quarters since Q4 2012.

Cliff Asness's largest addition to Webster Financial Corporation (WBS) was in Q2 2025, adding 1,565,623 shares worth $85.48 M.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,170,755 shares of Webster Financial Corporation (WBS), valued at approximately $69.59 M.

As of the Q3 2025 filing, Webster Financial Corporation (WBS) represents approximately 0.04% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Webster Financial Corporation (WBS) was 1,565,623 shares, as reported at the end of Q2 2025.