Bank Julius Baer & Co
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Bank Julius Baer & Co’s Hartford Financial Services HIG Stock Holding History

Bank Julius Baer & Co’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 		$5.67M Sell
42,702
-54
-0.1% -$7.22K 0.01% 245
2026
Q1 		$5.75M Buy
42,756
+4,089
+11% +$558K 0.02% 219
2025
Q4 		$5.36M Sell
38,667
-9,681
-20% -$1.28M 0.01% 228
2025
Q3 		$6.45M Buy
48,348
+19,900
+70% +$2.55M 0.02% 220
2025
Q2 		$3.61M Buy
28,448
+22,103
+348% +$2.75M 0.01% 276
2025
Q1 		$785K Buy
6,345
+3,438
+118% +$394K ﹤0.01% 330
2024
Q4 		$351K Sell
2,907
-733
-20% -$85K ﹤0.01% 380
2024
Q3 		$508K Buy
3,640
+329
+10% +$36.1K ﹤0.01% 328
2024
Q2 		$371K Sell
3,311
-5
-0.2% -$502 ﹤0.01% 297
2024
Q1 		$342K Sell
3,316
-2
-0.1% -$183 ﹤0.01% 347
2023
Q4 		$267K Sell
3,318
-663
-17% -$49.9K ﹤0.01% 376
2023
Q3 		$282K Buy
3,981
+221
+6% +$16K ﹤0.01% 362
2023
Q2 		$271K Buy
3,760
+12
+0.3% +$843 ﹤0.01% 386
2023
Q1 		$261K Buy
3,748
+1,723
+85% +$128K ﹤0.01% 411
2022
Q4 		$154K Buy
2,025
+24
+1% +$1.73K ﹤0.01% 446
2022
Q3 		$124K Buy
2,001
+6
+0.3% +$390 ﹤0.01% 441
2022
Q2 		$131K Buy
+1,995
New +$140K ﹤0.01% 460
2020
Q2 		– Sell
-14,060
Closed -$496K – 706
2020
Q1 		$496K Buy
+14,060
New +$733K 0.01% 313

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

Bank Julius Baer & Co's HIG Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Hartford Financial Services (HIG) stake by 0.13% in Q2 2026, selling an estimated $7.22K and leaving 42,702 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #245.

Bank Julius Baer & Co first reported a position in HIG in Q1 2020 and has held it in 18 quarters since. The position peaked at $6.45M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Bank Julius Baer & Co held 42,702 shares of Hartford Financial Services worth $5.67M as of Q2 2026.
  • Bank Julius Baer & Co sold 54 Hartford Financial Services shares in Q2 2026, an estimated $7.22K.
  • Hartford Financial Services made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #245 holding.
  • Bank Julius Baer & Co first reported a position in Hartford Financial Services in Q1 2020 and has held it in 18 quarters since.
  • Bank Julius Baer & Co's Hartford Financial Services position peaked at $6.45M in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.