BG
HIG icon

Bahl & Gaynor’s Hartford Financial Services HIG Stock Holding History

Bahl & Gaynor’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 		$236M Sell
1,783,914
-660,660
-27% -$88.3M 1.09% 23
2026
Q1 		$331M Buy
2,444,574
+3,001
+0.1% +$410K 1.67% 15
2025
Q4 		$336M Buy
2,441,573
+149,627
+7% +$19.7M 1.7% 13
2025
Q3 		$306M Sell
2,291,946
-44,378
-2% -$5.69M 1.52% 18
2025
Q2 		$296M Buy
2,336,324
+194,787
+9% +$24.2M 1.5% 18
2025
Q1 		$265M Buy
2,141,537
+684,390
+47% +$78.5M 1.35% 26
2024
Q4 		$159M Buy
1,457,147
+114,716
+9% +$13.3M 0.84% 34
2024
Q3 		$158M Buy
1,342,431
+113,298
+9% +$12.4M 0.81% 36
2024
Q2 		$124M Buy
1,229,133
+40,400
+3% +$4.05M 0.69% 45
2024
Q1 		$122M Buy
1,188,733
+185,034
+18% +$17M 0.68% 46
2023
Q4 		$80.7M Buy
1,003,699
+82,628
+9% +$6.22M 0.49% 56
2023
Q3 		$65.3M Buy
921,071
+131,396
+17% +$9.54M 0.42% 59
2023
Q2 		$56.9M Buy
789,675
+78,422
+11% +$5.51M 0.35% 64
2023
Q1 		$49.6M Buy
+711,253
New +$52.8M 0.27% 67
2017
Q1 		– Sell
-4,339
Closed -$207K – 390
2016
Q4 		$207K Buy
+4,339
New +$199K ﹤0.01% 379
2016
Q3 		– Sell
-4,802
Closed -$213K – 396
2016
Q2 		$213K Sell
4,802
-125
-3% -$5.58K ﹤0.01% 386
2016
Q1 		$227K Buy
4,927
+125
+3% +$5.25K ﹤0.01% 391
2015
Q4 		$209K Sell
4,802
-875
-15% -$40.1K ﹤0.01% 414
2015
Q3 		$259K Buy
5,677
+75
+1% +$3.46K ﹤0.01% 387
2015
Q2 		$233K Hold
5,602
– – ﹤0.01% 420
2015
Q1 		$234K Buy
+5,602
New +$230K ﹤0.01% 407

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 $3.37T AUM 44.26% 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

Bahl & Gaynor's HIG Position: Q2 2026 in Review

Bahl & Gaynor reduced its Hartford Financial Services (HIG) stake by 27% in Q2 2026, selling an estimated $88.3M and leaving 1,783,914 shares worth $236M. The position accounts for 1.09% of the portfolio, ranked #23.

Bahl & Gaynor first reported a position in HIG in Q1 2015 and has held it in 21 quarters since. The position peaked at $336M in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Bahl & Gaynor held 1,783,914 shares of Hartford Financial Services worth $236M as of Q2 2026.
  • Bahl & Gaynor sold 660,660 Hartford Financial Services shares in Q2 2026, an estimated $88.3M.
  • Hartford Financial Services made up 1.09% of Bahl & Gaynor's portfolio in Q2 2026, its #23 holding.
  • Bahl & Gaynor first reported a position in Hartford Financial Services in Q1 2015 and has held it in 21 quarters since.
  • Bahl & Gaynor's Hartford Financial Services position peaked at $336M in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.