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Bailard’s Hartford Financial Services HIG Stock Holding History

Bailard’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 		$3.06M Buy
23,120
+54
+0.2% +$7.22K 0.06% 198
2026
Q1 		$3.12M Buy
23,066
+9
+0% +$1.23K 0.07% 194
2025
Q4 		$3.18M Buy
23,057
+1,410
+7% +$186K 0.07% 191
2025
Q3 		$2.89M Hold
21,647
– – 0.06% 206
2025
Q2 		$2.75M Buy
21,647
+294
+1% +$36.5K 0.06% 204
2025
Q1 		$2.64M Sell
21,353
-35
-0.2% -$4.01K 0.07% 201
2024
Q4 		$2.34M Buy
21,388
+2,261
+12% +$262K 0.06% 206
2024
Q3 		$2.25M Sell
19,127
-251
-1% -$27.5K 0.06% 218
2024
Q2 		$1.95M Buy
19,378
+101
+0.5% +$10.1K 0.05% 230
2024
Q1 		$1.99M Hold
19,277
– – 0.05% 230
2023
Q4 		$1.55M Sell
19,277
-348
-2% -$26.2K 0.05% 242
2023
Q3 		$1.39M Sell
19,625
-39
-0.2% -$2.83K 0.05% 238
2023
Q2 		$1.42M Buy
+19,664
New +$1.38M 0.05% 228
2021
Q1 		– Sell
-4,571
Closed -$224K – 711
2020
Q4 		$224K Buy
+4,571
New +$197K 0.01% 527

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

Bailard's HIG Position: Q2 2026 in Review

Bailard increased its Hartford Financial Services (HIG) stake by 0.23% in Q2 2026, buying an estimated $7.22K and bringing the position to 23,120 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #198.

Bailard first reported a position in HIG in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.18M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Bailard held 23,120 shares of Hartford Financial Services worth $3.06M as of Q2 2026.
  • Bailard bought 54 Hartford Financial Services shares in Q2 2026, an estimated $7.22K.
  • Hartford Financial Services made up 0.06% of Bailard's portfolio in Q2 2026, its #198 holding.
  • Bailard first reported a position in Hartford Financial Services in Q4 2020 and has held it in 14 quarters since.
  • Bailard's Hartford Financial Services position peaked at $3.18M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.