Webster Financial Corporation Waterbury · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $4.22M | 0.35% | 60,782 NS | $1.22B | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $4.15M | 0.16% | 59,792 NS | $2.59B | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $3.98M | 0.34% | 57,272 NS | $1.17B | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $3.94M | 0.35% | 56,789 NS | $1.11B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $3.92M | 0.15% | 56,441 NS | $2.63B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $3.80M | 0.34% | 54,719 NS | $1.13B | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $3.74M | 0.45% | 53,937 NS | $829.25M | FIGI |
| The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc | — | $3.64M | 2.96% | 52,400 NS | $122.99M | FIGI |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $3.50M | 0.34% | 50,400 NS | $1.02B | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $3.27M | 0.35% | 47,161 NS | $937.53M | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $3.23M | 0.11% | 46,578 NS | $3.03B | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $3.13M | 0.34% | 45,116 NS | $908.21M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $3.08M | 0.02% | 44,384 NS | $17.05B | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $3.08M | 0.03% | 44,362 NS | $11.33B | FIGI |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | — | $2.58M | 0.49% | 37,200 NS | $529.26M | FIGI |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | — | $2.56M | 1.33% | 36,880 NS | $192.08M | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $2.52M | 0.35% | 36,328 NS | $719.76M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $2.49M | 0.02% | 35,858 NS | $11.74B | FIGI |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $2.49M | 0.33% | 35,849 NS | $744.07M | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $2.46M | 0.01% | 35,432 NS | $26.03B | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $2.41M | 0.32% | 34,761 NS | $759.28M | FIGI |
| JNL/Westchester Capital Event Driven Fund JNL Series Trust | — | $2.27M | 4.72% | 32,731 NS | $48.11M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $2.06M | 0.34% | 29,703 NS | $613.37M | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $2.04M | 0.07% | 29,402 NS | $2.92B | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $2.00M | 0.15% | 28,867 NS | $1.35B | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $1.89M | 0.11% | 27,245 NS | $1.67B | FIGI |
| Calvert U.S. Large Cap Value Responsible Inde… Calvert Responsible Index Series, Inc. | — | $1.86M | 0.10% | 26,846 NS | $1.82B | FIGI |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | — | $1.85M | 1.49% | 26,716 NS | $124.07M | FIGI |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | — | $1.83M | 0.34% | 26,400 NS | $536.24M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $1.81M | 0.18% | 26,100 NS | $1.00B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $1.81M | 0.08% | 26,033 NS | $2.38B | FIGI |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund… | — | $1.77M | 0.35% | 25,426 NS | $506.96M | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $1.68M | 0.03% | 24,164 NS | $5.55B | FIGI |
| State Street(R) SPDR(R) Russell 1000 Yield Fo… SPDR SERIES TRUST | ONEY | $1.65M | 0.19% | 23,789 NS | $848.45M | FIGI |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | — | $1.58M | 0.35% | 22,744 NS | $448.48M | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $1.58M | 0.02% | 22,688 NS | $7.43B | FIGI |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | XJH | $1.37M | 0.39% | 19,667 NS | $346.61M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $1.25M | 0.17% | 17,981 NS | $741.60M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $1.22M | 0.02% | 17,567 NS | $5.26B | FIGI |
| Nomura VIP Opportunity Series Delaware VIP Trust | — | $1.09M | 1.46% | 15,683 NS | $74.40M | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $1.08M | 0.29% | 15,579 NS | $368.49M | FIGI |
| The Merger Fund VL Merger Fund VL | — | $1.05M | 4.38% | 15,145 NS | $24.00M | FIGI |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | — | $1.05M | 0.84% | 15,098 NS | $124.84M | FIGI |
| Calvert Small/Mid-Cap Fund Calvert Management Series | — | $1.03M | 0.53% | 14,785 NS | $194.44M | FIGI |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $1.02M | 0.04% | 14,696 NS | $2.90B | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $1.01M | 0.55% | 14,613 NS | $185.65M | FIGI |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | — | $934.6K | 0.32% | 13,463 NS | $295.38M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $924.4K | 0.25% | 13,316 NS | $373.51M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $891.3K | 0.09% | 12,839 NS | $1.02B | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $874.9K | 0.05% | 12,603 NS | $1.65B | FIGI |