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Barrett & Company’s Hartford Financial Services HIG Stock Holding History

Barrett & Company’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 		$26.5K Hold
200
– – 0.01% 387
2026
Q1 		$27K Hold
200
– – 0.01% 361
2025
Q4 		$27.6K Hold
200
– – 0.01% 360
2025
Q3 		$26.7K Hold
200
– – 0.01% 369
2025
Q2 		$25.4K Sell
200
-18
-8% -$2.24K 0.01% 385
2025
Q1 		$27K Sell
218
-75
-26% -$8.6K 0.01% 343
2024
Q4 		$32.1K Buy
293
+93
+47% +$10.8K 0.01% 328
2024
Q3 		$23.5K Sell
200
-93
-32% -$10.2K 0.01% 345
2024
Q2 		$29.5K Hold
293
– – 0.01% 326
2024
Q1 		$30.2K Hold
293
– – 0.01% 328
2023
Q4 		$23.6K Hold
293
– – 0.01% 327
2023
Q3 		$20.8K Hold
293
– – 0.01% 334
2023
Q2 		$21.1K Hold
293
– – 0.01% 340
2023
Q1 		$20.4K Hold
293
– – 0.01% 326
2022
Q4 		$22.2K Hold
293
– – 0.01% 301
2022
Q3 		$22.2K Buy
+293
New +$19.1K 0.01% 301

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

Barrett & Company's HIG Position: Q2 2026 in Review

Barrett & Company held its Hartford Financial Services (HIG) position steady in Q2 2026 at 200 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #387.

Barrett & Company first reported a position in HIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $32.1K in Q4 2024. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Barrett & Company held 200 shares of Hartford Financial Services worth $26.5K as of Q2 2026.
  • Barrett & Company left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #387 holding.
  • Barrett & Company first reported a position in Hartford Financial Services in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's Hartford Financial Services position peaked at $32.1K in Q4 2024.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.