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Richard Pzena’s WBS Holdings & Trades

First Buy
Q2 2013
Duration Held
52 Quarters
Largest Add
Q2 2013
+1.16 M Shares
Current Position
409,207 Shares
$28.41 M Value

Richard Pzena's WBS Position Overview

Richard Pzena (via Pzena Investment Management LLC) currently holds 409,207 shares of Webster Financial Corporation (WBS) worth $28.41 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.

Based on 13F filings since 2013, Richard Pzena has maintained a long-term strategic position in WBS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 771,273 shares. Largest reduction occurred in Q1 2026, reducing 1.24 M shares.

Analysis based on 13F filings available since 2013 Q2

Richard Pzena's Webster Financial Corporation (WBS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Webster Financial Corporation (WBS) Trades by Richard Pzena

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -1.24 M Reduce 75.24% 409,207 $69.42
Q4 2025 -65 Reduce 0.00% 1.65 M $62.94
Q3 2025 +39,878 Add 2.47% 1.65 M $59.44
Q2 2025 +23,605 Add 1.49% 1.61 M $54.60
Q1 2025 -11,775 Reduce 0.74% 1.59 M $51.55
Q4 2024 -125,611 Reduce 7.28% 1.6 M $55.22
Q3 2024 -16,634 Reduce 0.95% 1.73 M $46.61
Q2 2024 -113,707 Reduce 6.12% 1.74 M $43.59
Q1 2024 -141,490 Reduce 7.08% 1.86 M $50.77
Q4 2023 -77,351 Reduce 3.73% 2 M $50.76
Q3 2023 -2,696 Reduce 0.13% 2.08 M $40.31
Q2 2023 -30,595 Reduce 1.45% 2.08 M $37.75
Q1 2023 -87,047 Reduce 3.96% 2.11 M $39.42
Q4 2022 -52,892 Reduce 2.35% 2.2 M $47.34
Q3 2022 -29,877 Reduce 1.31% 2.25 M $45.20
Q2 2022 -50,198 Reduce 2.16% 2.28 M $42.15
Q1 2022 +61,339 Add 2.70% 2.33 M $56.12
Q4 2021 -3,183 Reduce 0.14% 2.27 M $55.84
Q3 2021 +8,649 Add 0.38% 2.27 M $54.46
Q2 2021 -142,764 Reduce 5.94% 2.26 M $53.34
Q1 2021 -275,815 Reduce 10.29% 2.4 M $55.11
Q4 2020 -75,986 Reduce 2.76% 2.68 M $42.15
Q3 2020 +461,109 Add 20.09% 2.76 M $26.41
Q2 2020 +109,403 Add 5.00% 2.3 M $28.61
Q1 2020 +187,954 Add 9.41% 2.19 M $22.90
Q4 2019 +771,273 Add 62.86% 2 M $53.36
Q3 2019 +551 Add 0.04% 1.23 M $46.87
Q2 2019 +97,276 Add 8.61% 1.23 M $47.77
Q1 2019 -21,378 Reduce 1.86% 1.13 M $50.67
Q4 2018 -14,364 Reduce 1.23% 1.15 M $49.29
Q3 2018 -104,708 Reduce 8.25% 1.16 M $58.96
Q2 2018 -182,588 Reduce 12.57% 1.27 M $63.70
Q1 2018 -41,204 Reduce 2.76% 1.45 M $55.40
Q4 2017 -49,876 Reduce 3.23% 1.49 M $56.16
Q3 2017 +30,216 Add 2.00% 1.54 M $52.55
Q2 2017 -150,014 Reduce 9.02% 1.51 M $52.22
Q1 2017 -231,235 Reduce 12.21% 1.66 M $50.04
Q4 2016 -39,439 Reduce 2.04% 1.89 M $54.28
Q3 2016 -1,136 Reduce 0.06% 1.93 M $38.01
Q2 2016 +192,849 Add 11.07% 1.93 M $33.95
Q1 2016 +96,551 Add 5.87% 1.74 M $35.90
Q4 2015 -62,067 Reduce 3.63% 1.65 M $37.19
Q3 2015 -47,225 Reduce 2.69% 1.71 M $35.63
Q2 2015 +99,775 Add 6.03% 1.75 M $39.55
Q1 2015 +232,156 Add 16.32% 1.66 M $37.05
Q4 2014 -52,775 Reduce 3.58% 1.42 M $32.53
Q3 2014 +275,684 Add 22.97% 1.48 M $29.14
Q2 2014 +106,684 Add 9.76% 1.2 M $31.54
Q1 2014 +80,725 Add 7.97% 1.09 M $31.06
Q4 2013 +5,850 Add 0.58% 1.01 M $31.18
Q3 2013 -149,875 Reduce 12.96% 1.01 M $25.53
Q2 2013 +1.16 M Add 0.00% 1.16 M $25.68

Richard Pzena's Webster Financial Corporation Investment FAQs

Richard Pzena first purchased Webster Financial Corporation (WBS) in Q2 2013, acquiring 1,156,614 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena has held Webster Financial Corporation (WBS) for 52 quarters since Q2 2013.

Richard Pzena's largest addition to Webster Financial Corporation (WBS) was in Q2 2013, adding 1,156,614 shares worth $29.7 M.

According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 409,207 shares of Webster Financial Corporation (WBS), valued at approximately $28.41 M.

As of the Q1 2026 filing, Webster Financial Corporation (WBS) represents approximately 0.09% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.

Richard Pzena's peak holding in Webster Financial Corporation (WBS) was 2,756,786 shares, as reported at the end of Q3 2020.