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Westerkirk Capital’s Hartford Financial Services HIG Stock Holding History

Westerkirk 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 		$649K Hold
4,900
– – 0.06% 137
2026
Q1 		$663K Sell
4,900
-600
-11% -$81.9K 0.07% 129
2025
Q4 		$758K Buy
5,500
+200
+4% +$26.4K 0.07% 123
2025
Q3 		$707K Hold
5,300
– – 0.08% 172
2025
Q2 		$672K Buy
+5,300
New +$659K 0.08% 169

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

Westerkirk Capital's HIG Position: Q2 2026 in Review

Westerkirk Capital held its Hartford Financial Services (HIG) position steady in Q2 2026 at 4,900 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #137.

Westerkirk Capital first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $758K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Westerkirk Capital held 4,900 shares of Hartford Financial Services worth $649K as of Q2 2026.
  • Westerkirk Capital left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.06% of Westerkirk Capital's portfolio in Q2 2026, its #137 holding.
  • Westerkirk Capital first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Hartford Financial Services position peaked at $758K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.