Wilkins Investment Counsel’s Hartford Financial Services HIG Stock Holding History

Wilkins Investment Counsel’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
2024 Q1	–	Sell	-3,559	Closed	-$286K	–	128
2023 Q4	$286K	Hold	3,559	–	–	0.07%	72
2023 Q3	$252K	Sell	3,559 -2,055	-37%	-$149K	0.07%	69
2023 Q2	$404K	Hold	5,614	–	–	0.11%	64
2023 Q1	$391K	Hold	5,614	–	–	0.1%	67
2022 Q4	$426K	Sell	5,614 -1,250	-18%	-$90K	0.11%	64
2022 Q3	$425K	Sell	6,864 -1,536	-18%	-$100K	0.12%	63
2022 Q2	$550K	Hold	8,400	–	–	0.15%	59
2022 Q1	$603K	Hold	8,400	–	–	0.14%	62
2021 Q4	$580K	Hold	8,400	–	–	0.13%	62
2021 Q3	$590K	Hold	8,400	–	–	0.14%	59
2021 Q2	$521K	Hold	8,400	–	–	0.13%	62
2021 Q1	$561K	Hold	8,400	–	–	0.15%	57
2020 Q4	$411K	Hold	8,400	–	–	0.11%	65
2020 Q3	$310K	Hold	8,400	–	–	0.09%	66
2020 Q2	$324K	Hold	8,400	–	–	0.1%	66
2020 Q1	$296K	Hold	8,400	–	–	0.11%	66
2019 Q4	$510K	Hold	8,400	–	–	0.14%	63
2019 Q3	$509K	Hold	8,400	–	–	0.15%	64
2019 Q2	$468K	Hold	8,400	–	–	0.14%	66
2019 Q1	$418K	Sell	8,400 -100	-1%	-$4.75K	0.13%	66
2018 Q4	$378K	Hold	8,500	–	–	0.13%	64
2018 Q3	$425K	Hold	8,500	–	–	0.13%	66
2018 Q2	$435K	Sell	8,500 -200	-2%	-$10.5K	0.14%	66
2018 Q1	$448K	Sell	8,700 -700	-7%	-$38.3K	0.14%	65
2017 Q4	$529K	Sell	9,400 -1,000	-10%	-$55.8K	0.16%	65
2017 Q3	$576K	Hold	10,400	–	–	0.18%	63
2017 Q2	$547K	Hold	10,400	–	–	0.17%	64
2017 Q1	$500K	Sell	10,400 -6,948	-40%	-$336K	0.16%	63
2016 Q4	$827K	Hold	17,348	–	–	0.26%	53
2016 Q3	$743K	Hold	17,348	–	–	0.25%	53
2016 Q2	$770K	Hold	17,348	–	–	0.26%	54
2016 Q1	$799K	Sell	17,348 -1,100	-6%	-$46.2K	0.29%	53
2015 Q4	$802K	Sell	18,448 -2,202	-11%	-$101K	0.3%	49
2015 Q3	$945K	Hold	20,650	–	–	0.36%	50
2015 Q2	$858K	Sell	20,650 -300	-1%	-$12.5K	0.31%	51
2015 Q1	$876K	Sell	20,950 -200	-0.9%	-$8.2K	0.31%	51
2014 Q4	$882K	Hold	21,150	–	–	0.31%	54
2014 Q3	$788K	Sell	21,150 -600	-3%	-$21.7K	0.28%	54
2014 Q2	$779K	Sell	21,750 -180	-0.8%	-$6.33K	0.27%	53
2014 Q1	$773K	Sell	21,930 -1,000	-4%	-$34.8K	0.29%	52
2013 Q4	$831K	Hold	22,930	–	–	0.35%	45
2013 Q3	$714K	Hold	22,930	–	–	0.33%	45
2013 Q2	$709K	Buy	+22,930	New	+$661K	0.33%	45

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wilkins Investment Counsel's HIG Position: Q1 2024 in Review

Wilkins Investment Counsel sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 3,559 shares — an estimated $286K sold.

Wilkins Investment Counsel first reported a position in HIG in Q2 2013 and held it in 43 quarters. The position peaked at $945K in Q3 2015. 921 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

Wilkins Investment Counsel reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
Wilkins Investment Counsel sold 3,559 Hartford Financial Services shares in Q1 2024, an estimated $286K.
Wilkins Investment Counsel first reported a position in Hartford Financial Services in Q2 2013 and held it in 43 quarters.
Wilkins Investment Counsel's Hartford Financial Services position peaked at $945K in Q3 2015.
921 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Wilkins Investment Counsel's 13F filing for Q1 2024, filed 9 May 2024.