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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

JB Capital's HIG Position: Q1 2026 in Review

JB Capital increased its Hartford Financial Services (HIG) stake by 0.07% in Q1 2026, buying an estimated $546 and bringing the position to 5,902 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #152.

JB Capital first reported a position in HIG in Q1 2024 and has held it in 8 quarters since. The position peaked at $813K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

JB Capital held 5,902 shares of Hartford Financial Services worth $798K as of Q1 2026.
JB Capital bought 4 Hartford Financial Services shares in Q1 2026, an estimated $546.
Hartford Financial Services made up 0.03% of JB Capital's portfolio in Q1 2026, its #152 holding.
JB Capital first reported a position in Hartford Financial Services in Q1 2024 and has held it in 8 quarters since.
JB Capital's Hartford Financial Services position peaked at $813K in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.