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Hunter Perkins Capital Management’s Hartford Financial Services HIG Stock Holding History

Hunter Perkins Capital Management’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.71M Sell
35,414
-5,741
-14% -$768K 1.06% 29
2026
Q1 		$5.59M Sell
41,155
-74
-0.2% -$10.1K 1.31% 23
2025
Q4 		$5.71M Sell
41,229
-13,373
-24% -$1.76M 1.32% 23
2025
Q3 		$7.31M Sell
54,602
-9
-0% -$1.15K 1.62% 18
2025
Q2 		$6.96M Buy
54,611
+105
+0.2% +$13K 1.65% 20
2025
Q1 		$6.76M Sell
54,506
-35,660
-40% -$4.09M 1.57% 21
2024
Q4 		$9.9M Sell
90,166
-8,599
-9% -$997K 2.08% 17
2024
Q3 		$11.6M Sell
98,765
-2,000
-2% -$219K 2.36% 13
2024
Q2 		$10.2M Sell
100,765
-2,765
-3% -$278K 2.14% 16
2024
Q1 		$10.7M Sell
103,530
-7,000
-6% -$642K 2.19% 16
2023
Q4 		$8.92M Sell
110,530
-1,250
-1% -$94.1K 1.86% 22
2023
Q3 		$7.96M Sell
111,780
-85,665
-43% -$6.22M 1.71% 20
2023
Q2 		$7.99M Buy
197,445
+110,470
+127% +$7.76M 1.71% 17
2023
Q1 		$6.08M Buy
86,975
+18,875
+28% +$1.4M 1.43% 22
2022
Q4 		$5.18M Sell
68,100
-3,050
-4% -$220K 1.17% 27
2022
Q3 		$4.42M Buy
71,150
+52,903
+290% +$3.44M 1.08% 28
2022
Q2 		$1.2M Sell
18,247
-72,345
-80% -$5.07M 0.28% 47
2022
Q1 		$6.5M Sell
90,592
-50
-0.1% -$3.53K 1.31% 25
2021
Q4 		$6.26M Sell
90,642
-15,200
-14% -$1.07M 1.17% 26
2021
Q3 		$7.43M Sell
105,842
-2,658
-2% -$176K 1.51% 22
2021
Q2 		$6.72M Sell
108,500
-500
-0.5% -$32.8K 1.25% 24
2021
Q1 		$7.28M Buy
109,000
+52,315
+92% +$2.83M 1.47% 22
2020
Q4 		$2.78M Buy
+56,685
New +$2.45M 0.49% 43

Other funds holding HIG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Hunter Perkins Capital Management's HIG Position: Q2 2026 in Review

Hunter Perkins Capital Management reduced its Hartford Financial Services (HIG) stake by 14% in Q2 2026, selling an estimated $768K and leaving 35,414 shares worth $4.71M. The position accounts for 1.06% of the portfolio, ranked #29.

Hunter Perkins Capital Management first reported a position in HIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q3 2024. 497 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Hunter Perkins Capital Management held 35,414 shares of Hartford Financial Services worth $4.71M as of Q2 2026.
  • Hunter Perkins Capital Management sold 5,741 Hartford Financial Services shares in Q2 2026, an estimated $768K.
  • Hartford Financial Services made up 1.06% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #29 holding.
  • Hunter Perkins Capital Management first reported a position in Hartford Financial Services in Q4 2020 and has held it in 23 quarters since.
  • Hunter Perkins Capital Management's Hartford Financial Services position peaked at $11.6M in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.