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West Branch Capital’s Hartford Financial Services HIG Stock Holding History

West Branch 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
Q2 		$133 Hold
1
– – ﹤0.01% 351
2026
Q1 		$136 Hold
1
– – ﹤0.01% 372
2025
Q4 		$138 Hold
1
– – ﹤0.01% 411
2025
Q3 		$134 Hold
1
– – ﹤0.01% 446
2025
Q2 		$127 Hold
1
– – ﹤0.01% 465
2025
Q1 		$124 Hold
1
– – ﹤0.01% 506
2024
Q4 		$110 Hold
1
– – ﹤0.01% 524
2024
Q3 		$118 Buy
+1
New +$110 ﹤0.01% 524

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

West Branch Capital's HIG Position: Q2 2026 in Review

West Branch Capital held its Hartford Financial Services (HIG) position steady in Q2 2026 at 1 share worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #351.

West Branch Capital first reported a position in HIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $138 in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • West Branch Capital held 1 share of Hartford Financial Services worth $133 as of Q2 2026.
  • West Branch Capital left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #351 holding.
  • West Branch Capital first reported a position in Hartford Financial Services in Q3 2024 and has held it in 8 quarters since.
  • West Branch Capital's Hartford Financial Services position peaked at $138 in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.