ALGERT GLOBAL LLC WBS WEBSTER FINL CORP CONN

Ownership history in ALGERT GLOBAL LLC  ·  15 quarters on record

AI Ownership Summary

ALGERT GLOBAL LLC reported WEBSTER FINL CORP CONN (WBS) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.39% in 2024 Q4. The latest visible filing shows WBS at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALGERT GLOBAL LLC's position in WEBSTER FINL CORP CONN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WBS was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALGERT GLOBAL LLC held WBS — position size vs. price
% of Fund (quarterly)    WBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 378,474 +18,934 +5.3% 0.37% $23.8M 2026-02-14 (Est.) $71.13
2025 Q3 ADDED 359,540 +42,635 +13.5% 0.36% $21.4M 2025-11-14 $56.12
2025 Q2 ADDED 316,905 +13,823 +4.6% 0.36% $17.3M 2025-08-14 $57.71
2025 Q1 ADDED 303,082 +2,630 +0.9% 0.39% $15.6M 2025-05-13 $51.85
2024 Q4 ADDED 300,452 +126,262 +72.5% 0.39% $16.6M 2025-02-14 $57.50
2024 Q3 ADDED 174,190 +111,960 +179.9% 0.22% $8.1M 2024-11-12 $58.05
2024 Q2 ADDED 62,230 +31,630 +103.4% 0.09% $2.7M 2024-08-15 $43.50
2024 Q1 UNCHANGED 30,600 0% 0.06% $1.6M 2024-05-15 $44.36
2023 Q4 UNCHANGED 30,600 0% 0.06% $1.6M 2024-02-14 $44.34
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALGERT GLOBAL LLC and WBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALGERT GLOBAL LLC reported owning WBS?

ALGERT GLOBAL LLC reported WBS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WBS position in ALGERT GLOBAL LLC's portfolio?

The largest reported portfolio weight for WBS was 0.39% in 2024 Q4.

What is the latest reported WBS position on this page?

The most recent filing on this page is 2025 Q4, when ALGERT GLOBAL LLC reported 378,474 shares, equal to 0.37% of portfolio, with an estimated market value of $23.8M.

What does the chart on this WBS ownership page compare?

The chart compares ALGERT GLOBAL LLC's quarterly WBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALGERT GLOBAL LLC time their WBS position?

Based on 13F filing dates vs. subsequent WBS price moves, ALGERT GLOBAL LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on WBS relative to SPY over the holding period was +15.4%.

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