Perpetual Ltd
HIG icon

Perpetual Ltd’s Hartford Financial Services HIG Stock Holding History

Perpetual Ltd’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 		$376K Hold
3,071
– – 0.01% 340
2026
Q2 		$407K Buy
3,071
+47
+2% +$6.28K 0.01% 365
2026
Q1 		$409K Buy
3,024
+343
+13% +$46.8K 0.01% 347
2025
Q4 		$369K Buy
+2,681
New +$354K 0.01% 347

Other funds holding HIG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Citigroup
Citigroup New York $308B AUM 40.94% 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

Perpetual Ltd's HIG Position: Q3 2026 in Review

Perpetual Ltd held its Hartford Financial Services (HIG) position steady in Q3 2026 at 3,071 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #340.

Perpetual Ltd first reported a position in HIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $409K in Q1 2026. 518 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Perpetual Ltd held 3,071 shares of Hartford Financial Services worth $376K as of Q3 2026.
  • Perpetual Ltd left its Hartford Financial Services share count unchanged in Q3 2026.
  • Hartford Financial Services made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #340 holding.
  • Perpetual Ltd first reported a position in Hartford Financial Services in Q4 2025 and has held it in 4 quarters since.
  • Perpetual Ltd's Hartford Financial Services position peaked at $409K in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.