JB Capital
HIG icon

JB Capital’s Hartford Financial Services HIG Stock Holding History

JB Capital’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
Q3 		$723K Buy
5,909
+2
+0% +$275 0.02% 159
2026
Q2 		$783K Buy
5,907
+5
+0.1% +$669 0.03% 158
2026
Q1 		$798K Buy
5,902
+4
+0.1% +$546 0.03% 152
2025
Q4 		$813K Buy
5,898
+3
+0.1% +$396 0.03% 152
2025
Q3 		$786K Buy
5,895
+4
+0.1% +$513 0.03% 147
2025
Q2 		$747K Buy
5,891
+4
+0.1% +$497 0.04% 140
2025
Q1 		$728K Sell
5,887
-63
-1% -$7.22K 0.04% 134
2024
Q4 		$651K Sell
5,950
-40
-0.7% -$4.64K 0.04% 132
2024
Q3 		$704K Buy
+5,990
New +$657K 0.04% 130
2024
Q2 		– Sell
-2,407
Closed -$248K – 224
2024
Q1 		$248K Buy
+2,407
New +$221K 0.02% 201

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

JB Capital's HIG Position: Q3 2026 in Review

JB Capital increased its Hartford Financial Services (HIG) stake by 0.03% in Q3 2026, buying an estimated $275 and bringing the position to 5,909 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #159.

JB Capital first reported a position in HIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $813K in Q4 2025. 272 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • JB Capital held 5,909 shares of Hartford Financial Services worth $723K as of Q3 2026.
  • JB Capital bought 2 Hartford Financial Services shares in Q3 2026, an estimated $275.
  • Hartford Financial Services made up 0.02% of JB Capital's portfolio in Q3 2026, its #159 holding.
  • JB Capital first reported a position in Hartford Financial Services in Q1 2024 and has held it in 10 quarters since.
  • JB Capital's Hartford Financial Services position peaked at $813K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.