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Waterloo Capital’s Hartford Financial Services HIG Stock Holding History

Waterloo 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
2025
Q2 		– Sell
-2,386
Closed -$295K – 465
2025
Q1 		$295K Buy
+2,386
New +$274K 0.03% 323

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Waterloo Capital's HIG Position: Q2 2025 in Review

Waterloo Capital sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 2,386 shares — an estimated $295K sold.

Waterloo Capital first reported a position in HIG in Q1 2025 and held it in 1 quarter. The position peaked at $295K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Waterloo Capital reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
  • Waterloo Capital sold 2,386 Hartford Financial Services shares in Q2 2025, an estimated $295K.
  • Waterloo Capital first reported a position in Hartford Financial Services in Q1 2025 and held it in 1 quarter.
  • Waterloo Capital's Hartford Financial Services position peaked at $295K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Waterloo Capital's 13F filing for Q2 2025, filed 12 Aug 2025.