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Oak Thistle LLC’s Hartford Financial Services HIG Stock Holding History

Oak Thistle LLC’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 		$3.83M Buy
28,866
+19,932
+223% +$2.67M 0.37% 67
2026
Q1 		$1.21M Sell
8,934
-8,141
-48% -$1.11M 0.12% 311
2025
Q4 		$2.35M Buy
17,075
+13,598
+391% +$1.79M 0.33% 69
2025
Q3 		$464K Sell
3,477
-30,932
-90% -$3.97M 0.07% 380
2025
Q2 		$4.37M Buy
+34,409
New +$4.28M 0.64% 15
2025
Q1 		– Sell
-6,528
Closed -$714K – 487
2024
Q4 		$714K Buy
6,528
+3,628
+125% +$421K 0.21% 184
2024
Q3 		$341K Sell
2,900
-281
-9% -$30.8K 0.11% 313
2024
Q2 		$320K Buy
+3,181
New +$319K 0.24% 185
2024
Q1 		– Sell
-8,009
Closed -$644K – 404
2023
Q4 		$644K Sell
8,009
-5,233
-40% -$394K 0.19% 227
2023
Q3 		$939K Buy
13,242
+7,585
+134% +$550K 0.28% 131
2023
Q2 		$407K Buy
+5,657
New +$397K 0.22% 202

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oak Thistle LLC's HIG Position: Q2 2026 in Review

Oak Thistle LLC increased its Hartford Financial Services (HIG) stake by 223% in Q2 2026, buying an estimated $2.67M and bringing the position to 28,866 shares worth $3.83M. The position accounts for 0.37% of the portfolio, ranked #67.

Oak Thistle LLC first reported a position in HIG in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.37M in Q2 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Oak Thistle LLC held 28,866 shares of Hartford Financial Services worth $3.83M as of Q2 2026.
  • Oak Thistle LLC bought 19,932 Hartford Financial Services shares in Q2 2026, an estimated $2.67M.
  • Hartford Financial Services made up 0.37% of Oak Thistle LLC's portfolio in Q2 2026, its #67 holding.
  • Oak Thistle LLC first reported a position in Hartford Financial Services in Q2 2023 and has held it in 11 quarters since.
  • Oak Thistle LLC's Hartford Financial Services position peaked at $4.37M in Q2 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.