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Woodward Diversified Capital’s Hartford Financial Services HIG Stock Holding History

Woodward Diversified 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 		$230K Sell
1,735
-184
-10% -$24.6K 0.1% 162
2026
Q1 		$268K Sell
1,919
-31
-2% -$4.23K 0.12% 147
2025
Q4 		$269K Buy
1,950
+95
+5% +$12.5K 0.12% 146
2025
Q3 		$247K Sell
1,855
-154
-8% -$19.8K 0.12% 158
2025
Q2 		$255K Buy
+2,009
New +$250K 0.13% 146

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Woodward Diversified Capital's HIG Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Hartford Financial Services (HIG) stake by 9.6% in Q2 2026, selling an estimated $24.6K and leaving 1,735 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #162.

Woodward Diversified Capital first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $269K in Q4 2025. 467 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Woodward Diversified Capital held 1,735 shares of Hartford Financial Services worth $230K as of Q2 2026.
  • Woodward Diversified Capital sold 184 Hartford Financial Services shares in Q2 2026, an estimated $24.6K.
  • Hartford Financial Services made up 0.1% of Woodward Diversified Capital's portfolio in Q2 2026, its #162 holding.
  • Woodward Diversified Capital first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Woodward Diversified Capital's Hartford Financial Services position peaked at $269K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.