Hunter Perkins Capital Management, LLC HIG — HARTFORD FINL SVCS GROUP INC

Ownership history in Hunter Perkins Capital Management, LLC  ·  22 quarters on record

AI Ownership Summary

Hunter Perkins Capital Management, LLC reported HARTFORD FINL SVCS GROUP INC (HIG) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.36% in 2024 Q3. The latest visible filing shows HIG at 1.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hunter Perkins Capital Management, LLC's position in HARTFORD FINL SVCS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HIG was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.36% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HIG stock page Hunter Perkins Capital Management, LLC fund profile Hunter Perkins Capital Management, LLC full holdings
How Hunter Perkins Capital Management, LLC held HIG — position size vs. price
% of Fund (quarterly)    HIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 41,155 -74 -0.2% 1.31% $6K 2026-05-12 $132.48
2025 Q4 REDUCED 24.5% -1.4% ✅ 41,229 -13,373 -24.5% 1.32% $5.7M 2026-01-14 $130.75
2025 Q3 REDUCED — — — 54,602 -9 -0.0% 1.62% $7.3M 2025-10-15 $126.95
2025 Q2 ADDED — — — 54,611 +105 +0.2% 1.65% $7.0M 2025-07-22 $121.09
2025 Q1 REDUCED 39.5% +3.0% ❌ 54,506 -35,660 -39.5% 1.57% $6.8M 2025-04-24 $116.72
2024 Q4 REDUCED 8.7% +13.6% ❌ 90,166 -8,599 -8.7% 2.08% $9.9M 2025-01-22 $108.72
2024 Q3 REDUCED — — — 98,765 -2,000 -2.0% 2.36% $11.6M 2024-10-16 $116.09
2024 Q2 REDUCED — — — 100,765 -2,765 -2.7% 2.14% $10.2M 2024-07-17 $101.53
2024 Q1 REDUCED 6.3% -2.6% ✅ 103,530 -7,000 -6.3% 2.19% $10.7M 2024-04-23 $96.24
2023 Q4 REDUCED — — — 110,530 -1,250 -1.1% 1.86% $8.9M 2024-01-18 $79.46
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HIG

As of 2026 Q1 — sorted by position size

NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 3.22% TKG Advisors, LLC 3Y 2.47% Axecap Investments, LLC 2.25% Promethos Capital, LLC 2.17% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.17% Monte Financial Group, LLC 3Y 7Y 2.16% EDENTREE ASSET MANAGEMENT Ltd 1.96% Summit Place Financial Advisors, LLC 3Y 1.67% BAHL & GAYNOR INC 3Y 7Y 1.67% Horizon Investment Services, LLC 3Y 7Y 1.61%

FAQ About Hunter Perkins Capital Management, LLC and HIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hunter Perkins Capital Management, LLC reported owning HIG?

Hunter Perkins Capital Management, LLC reported HIG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HIG position in Hunter Perkins Capital Management, LLC's portfolio?

The largest reported portfolio weight for HIG was 2.36% in 2024 Q3.

What is the latest reported HIG position on this page?

The most recent filing on this page is 2026 Q1, when Hunter Perkins Capital Management, LLC reported 41,155 shares, equal to 1.31% of portfolio, with an estimated market value of $6K.

What does the chart on this HIG ownership page compare?

The chart compares Hunter Perkins Capital Management, LLC's quarterly HIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hunter Perkins Capital Management, LLC time their HIG position?

Based on 13F filing dates vs. subsequent HIG price moves, Hunter Perkins Capital Management, LLC correctly timed 8 out of 21 reported position changes (38%). The annualised alpha on HIG relative to SPY over the holding period was +7.2%.

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