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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Webster Financial Corporation (WBS)

NYSE - Nasdaq Real-time price. Currency in USD

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45.54

+0.66

(+1.47%)

At close: 04:00PM EDT

45.54

-0.01

(-0.02%)

After hours:

04:00PM EDT

Major holders

Currency in USD

0.96%	% of shares held by all insiders
88.14%	% of shares held by institutions
88.99%	% of float held by institutions
616	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	17,871,429	30 Dec 2023	10.41%	813,864,893
Blackrock Inc.	15,387,792	30 Dec 2023	8.96%	700,760,061
FMR, LLC	7,983,978	30 Dec 2023	4.65%	363,590,365
Capital International Investors	7,729,516	30 Dec 2023	4.50%	352,002,165
State Street Corporation	7,545,559	30 Dec 2023	4.39%	343,624,763
Price (T.Rowe) Associates Inc	6,141,702	30 Dec 2023	3.58%	279,693,114
Invesco Ltd.	5,505,050	30 Dec 2023	3.21%	250,699,982
Dimensional Fund Advisors LP	3,916,013	30 Dec 2023	2.28%	178,335,235
Macquarie Group Limited	3,208,438	30 Dec 2023	1.87%	146,112,269
Wellington Management Group, LLP	2,907,416	30 Dec 2023	1.69%	132,403,727

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	5,423,044	30 Dec 2023	3.16%	246,965,428
iShares Core S&P Midcap ETF	5,237,112	28 Feb 2024	3.05%	238,498,085
Capital Income Builder, Inc.	5,063,621	30 Mar 2024	2.95%	230,597,304
Vanguard Small-Cap Index Fund	4,380,109	30 Dec 2023	2.55%	199,470,167
Price (T.Rowe) Mid-Cap Value Fund	3,179,723	30 Dec 2023	1.85%	144,804,588
Vanguard Small Cap Value Index Fund	3,022,007	30 Dec 2023	1.76%	137,622,201
Vanguard Extended Market Index Fund	2,523,359	30 Dec 2023	1.47%	114,913,771
Vanguard Explorer Fund, Inc.	2,305,848	30 Jan 2024	1.34%	105,008,320
Delaware Group Equity Funds V-Small Cap Value Fund	1,839,310	29 Nov 2023	1.07%	83,762,179
Invesco Small Cap Value Fd	1,723,800	30 Jan 2024	1.00%	78,501,853