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Westover Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Westover Capital Advisors’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 		$2.42M Buy
18,272
+719
+4% +$96.1K 0.4% 56
2026
Q1 		$2.37M Buy
17,553
+731
+4% +$99.8K 0.44% 53
2025
Q4 		$2.32M Buy
16,822
+6,084
+57% +$803K 0.42% 51
2025
Q3 		$1.43M Buy
10,738
+6,164
+135% +$791K 0.26% 77
2025
Q2 		$580K Buy
4,574
+283
+7% +$35.2K 0.12% 132
2025
Q1 		$531K Sell
4,291
-250
-6% -$28.7K 0.12% 137
2024
Q4 		$497K Sell
4,541
-5
-0.1% -$580 0.11% 148
2024
Q3 		$535K Sell
4,546
-15
-0.3% -$1.64K 0.1% 141
2024
Q2 		$459K Buy
4,561
+611
+15% +$61.3K 0.12% 137
2024
Q1 		$407K Buy
+3,950
New +$362K 0.12% 127

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

Westover Capital Advisors's HIG Position: Q2 2026 in Review

Westover Capital Advisors increased its Hartford Financial Services (HIG) stake by 4.1% in Q2 2026, buying an estimated $96.1K and bringing the position to 18,272 shares worth $2.42M. The position accounts for 0.4% of the portfolio, ranked #56.

Westover Capital Advisors first reported a position in HIG in Q1 2024 and has held it in 10 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Westover Capital Advisors held 18,272 shares of Hartford Financial Services worth $2.42M as of Q2 2026.
  • Westover Capital Advisors bought 719 Hartford Financial Services shares in Q2 2026, an estimated $96.1K.
  • Hartford Financial Services made up 0.4% of Westover Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Westover Capital Advisors first reported a position in Hartford Financial Services in Q1 2024 and has held it in 10 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.