Patriot Financial Group Insurance Agency, LLC

Insurance

Position in WBS — Webster Financial Corp

CIK 1694883 Westborough, MA

Position in WBS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$526,915

-$1,766,582 QoQ

Shares Held

6,895

-79.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#302

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,702,539 across 4 Banks - Regional names. WBS ranks #4 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	215,474	$1,256,213
2	TFC	Truist Financial Corp	20,970	$1,044,725
3	MTB	M&T Bank Corp	3,675	$874,686
4	WBS	Webster Financial Corp This page	6,895	$526,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$526,915	6,895	-79.1%	Shares	Sole	2026-07-16
2026-03-31	$2,293,497	33,038	+95.4%	Shares	Sole	2026-04-22
2025-12-31	$1,064,063	16,906	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$1,027,301	17,283	-2.1%	Shares	Sole	2025-10-08
2025-06-30	$963,744	17,651	-10.8%	Shares	Sole	2025-07-21
2025-03-31	$1,020,638	19,799	-1.8%	Shares	Sole	2025-04-14
2024-12-31	$1,113,676	20,168	-0.8%	Shares	Sole	2025-01-22
2024-09-30	$948,047	20,340	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$890,936	20,439	-2.7%	Shares	Sole	2024-07-26
2024-03-31	$1,066,017	20,997	-0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,066,112	21,003	-0.0%	Shares	Sole	2024-01-19
2023-09-30	$846,711	21,005	-7.0%	Shares	Sole	2023-10-19
2023-06-30	$852,583	22,585	+19.9%	Shares	Sole	2023-07-17
2023-03-31	$742,593	18,838	+5.5%	Shares	Sole	2023-04-20
2022-12-31	$845,587	17,862	+4.3%	Shares	Sole	2023-01-17
2022-09-30	$773,824	17,120	+0.8%	Shares	Sole	2022-11-01
2022-06-30	$716,002	16,987	+1.7%	Shares	Sole	2022-07-29
2022-03-31	$937,821	16,711	+0.4%	Shares	Sole	2022-05-11
2021-12-31	$929,456	16,645	+2.3%	Shares	Sole	2022-01-10
2021-09-30	$886,445	16,277	+0.1%	Shares	Sole	2021-11-24
2021-06-30	$867,148	16,257	+1.7%	Shares	Sole	2021-07-30
2021-03-31	$881,264	15,991	-1.4%	Shares	Sole	2021-04-29
2020-12-31	$683,673	16,220	+3.2%	Shares	Sole	2021-01-15
2020-09-30	$415,006	15,714	+38.0%	Shares	Sole	2020-10-21
2020-06-30	$325,896	11,391	+180.4%	Shares	Sole	2020-07-10
2020-03-31	$93,019	4,062	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.