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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Westerkirk Capital's HIG Position: Q1 2026 in Review

Westerkirk Capital reduced its Hartford Financial Services (HIG) stake by 11% in Q1 2026, selling an estimated $81.9K and leaving 4,900 shares worth $663K. The position accounts for 0.07% of the portfolio, ranked #129.

Westerkirk Capital first reported a position in HIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $758K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Westerkirk Capital held 4,900 shares of Hartford Financial Services worth $663K as of Q1 2026.
  • Westerkirk Capital sold 600 Hartford Financial Services shares in Q1 2026, an estimated $81.9K.
  • Hartford Financial Services made up 0.07% of Westerkirk Capital's portfolio in Q1 2026, its #129 holding.
  • Westerkirk Capital first reported a position in Hartford Financial Services in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Hartford Financial Services position peaked at $758K in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.