Apella Capital
HIG icon

Apella Capital’s Hartford Financial Services HIG Stock Holding History

Apella 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
Q3 		$254K Buy
2,003
+68
+4% +$9.33K ﹤0.01% 677
2026
Q2 		$270K Buy
+1,935
New +$259K ﹤0.01% 607

Other funds holding HIG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Apella Capital's HIG Position: Q3 2026 in Review

Apella Capital increased its Hartford Financial Services (HIG) stake by 3.5% in Q3 2026, buying an estimated $9.33K and bringing the position to 2,003 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Apella Capital first reported a position in HIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $270K in Q2 2026. 835 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Apella Capital held 2,003 shares of Hartford Financial Services worth $254K as of Q3 2026.
  • Apella Capital bought 68 Hartford Financial Services shares in Q3 2026, an estimated $9.33K.
  • Hartford Financial Services made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #677 holding.
  • Apella Capital first reported a position in Hartford Financial Services in Q2 2026 and has held it in 2 quarters since.
  • Apella Capital's Hartford Financial Services position peaked at $270K in Q2 2026.
  • 835 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.