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Bartlett & Co Wealth Management’s Hartford Financial Services HIG Stock Holding History

Bartlett & Co Wealth Management’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 		$621K Buy
4,664
+17
+0.4% +$2.27K 0.01% 327
2026
Q1 		$622K Buy
4,647
+1
+0% +$136 0.01% 315
2025
Q4 		$643K Buy
4,646
+141
+3% +$18.6K 0.01% 306
2025
Q3 		$603K Sell
4,505
-168
-4% -$21.5K 0.01% 310
2025
Q2 		$595K Buy
4,673
+71
+2% +$8.82K 0.01% 312
2025
Q1 		$572K Sell
4,602
-898
-16% -$103K 0.01% 310
2024
Q4 		$605K Hold
5,500
– – 0.01% 302
2024
Q3 		$649K Hold
5,500
– – 0.01% 303
2024
Q2 		$556K Sell
5,500
-75
-1% -$7.53K 0.01% 310
2024
Q1 		$577K Sell
5,575
-925
-14% -$84.8K 0.01% 310
2023
Q4 		$526K Sell
6,500
-75
-1% -$5.65K 0.01% 343
2023
Q3 		$469K Hold
6,575
– – 0.01% 346
2023
Q2 		$476K Buy
6,575
+6,500
+8,667% +$456K 0.01% 349
2023
Q1 		$5.26K Hold
75
– – ﹤0.01% 888
2022
Q4 		$5.72K Hold
75
– – ﹤0.01% 899
2022
Q3 		$4.67K Hold
75
– – ﹤0.01% 937
2022
Q2 		$4.94K Hold
75
– – ﹤0.01% 1019
2022
Q1 		$5.42K Buy
+75
New +$5.29K ﹤0.01% 906
2021
Q4 		– Sell
-75
Closed -$5.29K – 598
2021
Q3 		$5.29K Hold
75
– – ﹤0.01% 762
2021
Q2 		$4.67K Sell
75
-120
-62% -$7.86K ﹤0.01% 769
2021
Q1 		$13.1K Buy
195
+15
+8% +$810 ﹤0.01% 708
2020
Q4 		$8.88K Hold
180
– – ﹤0.01% 743
2020
Q3 		$6.69K Buy
180
+5
+3% +$199 ﹤0.01% 711
2020
Q2 		$6.77K Buy
175
+100
+133% +$3.81K ﹤0.01% 710
2020
Q1 		$2.67K Sell
75
-2,000
-96% -$104K ﹤0.01% 766
2019
Q4 		$128K Sell
2,075
-200
-9% -$12K ﹤0.01% 383
2019
Q3 		$138K Buy
+2,275
New +$133K ﹤0.01% 363
2018
Q4 		– Sell
-1,025
Closed -$51.5K – 709
2018
Q3 		$51.5K Buy
+1,025
New +$52.7K ﹤0.01% 434

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

Bartlett & Co Wealth Management's HIG Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Hartford Financial Services (HIG) stake by 0.37% in Q2 2026, buying an estimated $2.27K and bringing the position to 4,664 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #327.

Bartlett & Co Wealth Management first reported a position in HIG in Q3 2018 and has held it in 28 quarters since. The position peaked at $649K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Bartlett & Co Wealth Management held 4,664 shares of Hartford Financial Services worth $621K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 17 Hartford Financial Services shares in Q2 2026, an estimated $2.27K.
  • Hartford Financial Services made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Bartlett & Co Wealth Management first reported a position in Hartford Financial Services in Q3 2018 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Hartford Financial Services position peaked at $649K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.