Orange Investment Advisors, Inc. WBS — WEBSTER FINL CORP

Ownership history in Orange Investment Advisors, Inc.  ·  18 quarters on record

AI Ownership Summary

Orange Investment Advisors, Inc. reported WEBSTER FINL CORP (WBS) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.49% in 2024 Q2. The latest visible filing shows WBS at 0.34% 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 Orange Investment Advisors, Inc.'s position in WEBSTER FINL CORP, 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
2026 Q2

WBS was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

WBS stock page Orange Investment Advisors, Inc. fund profile Orange Investment Advisors, Inc. full holdings
How Orange Investment Advisors, Inc. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 36,210 — 0% 0.34% $2.8M 2026-07-21 $76.07
2026 Q1 REDUCED — — — 36,210 -1,748 -4.6% 0.33% $2.5M 2026-04-22 $71.76
2025 Q4 REDUCED — — — 37,958 -7,926 -17.3% 0.26% $2.4M 2026-02-06 $72.33
2025 Q3 REDUCED — — — 45,884 -291 -0.6% 0.28% $2.7M 2025-10-16 $53.14
2025 Q2 REDUCED — — — 46,175 -69 -0.1% 0.28% $2.5M 2025-07-21 $58.82
2025 Q1 UNCHANGED — — — 46,244 — 0% 0.28% $2.4M 2025-04-11 $40.99
2024 Q4 REDUCED — — — 46,244 -8,254 -15.1% 0.29% $2.6M 2025-01-10 $51.56
2024 Q3 REDUCED — — — 54,498 -19,426 -26.3% 0.28% $2.5M 2024-10-25 $48.77
2024 Q2 ADDED — — — 73,924 +13,656 +22.7% 0.49% $3.8M 2024-07-02 $42.68
2024 Q1 REDUCED — — — 60,268 -88,990 -59.6% 0.37% $3.1M 2024-04-12 $43.33
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WBS

As of 2026 Q2 — sorted by position size

Vazirani Asset Management LLC 3Y 15.04% Sand Grove Capital Management LLP 3Y 7Y 8.27% Athos Capital Ltd 3Y 7Y 5.42% Westchester Capital Management, LLC 3Y 7Y 5.23% Absolute Gestao de Investimentos Ltda. 5.0% First Trust Capital Management L.P. 3Y 7Y 3.78% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 3.7% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 3.63% Longboard Asset Management, LP 3.58% Olympiad Research LP 3Y 3.34%

FAQ About Orange Investment Advisors, Inc. and WBS

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

How long has Orange Investment Advisors, Inc. reported owning WBS?

Orange Investment Advisors, Inc. reported WBS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WBS position in Orange Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for WBS was 0.49% in 2024 Q2.

What is the latest reported WBS position on this page?

The most recent filing on this page is 2026 Q2, when Orange Investment Advisors, Inc. reported 36,210 shares, equal to 0.34% of portfolio, with an estimated market value of $2.8M.

What does the chart on this WBS ownership page compare?

The chart compares Orange Investment Advisors, Inc.'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 Orange Investment Advisors, Inc. time their WBS position?

Based on 13F filing dates vs. subsequent WBS price moves, Orange Investment Advisors, Inc. correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on WBS relative to SPY over the holding period was +106.3%.

← Back to Orange Investment Advisors, Inc. Holdings