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Annis Gardner Whiting Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Annis Gardner Whiting 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 		– Sell
-398
Closed -$54K – 726
2026
Q1 		$54K Buy
398
+27
+7% +$3.69K 0.01% 568
2025
Q4 		$51.3K Buy
371
+202
+120% +$26.7K 0.01% 524
2025
Q3 		$22.6K Sell
169
-210
-55% -$26.9K ﹤0.01% 595
2025
Q2 		$48.2K Buy
379
+212
+127% +$26.3K 0.02% 427
2025
Q1 		$20.7K Buy
167
+11
+7% +$1.26K 0.01% 454
2024
Q4 		$17.1K Hold
156
– – ﹤0.01% 465
2024
Q3 		$18.4K Sell
156
-8
-5% -$877 0.01% 471
2024
Q2 		$16.6K Buy
164
+8
+5% +$803 ﹤0.01% 600
2024
Q1 		$16.1K Buy
156
+8
+5% +$733 0.01% 599
2023
Q4 		$12K Hold
148
– – 0.01% 460
2023
Q3 		$10.6K Buy
+148
New +$10.7K 0.01% 455

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's HIG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 398 shares — an estimated $54K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HIG in Q3 2023 and held it in 11 quarters. The position peaked at $54K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 398 Hartford Financial Services shares in Q2 2026, an estimated $54K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Hartford Financial Services in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Hartford Financial Services position peaked at $54K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.