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Basecamp Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Basecamp Wealth Advisors’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 		$569K Sell
4,296
-7
-0.2% -$936 0.11% 110
2026
Q1 		$582K Sell
4,303
-4
-0.1% -$546 0.12% 101
2025
Q4 		$593K Buy
+4,307
New +$568K 0.13% 93

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

Basecamp Wealth Advisors's HIG Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Hartford Financial Services (HIG) stake by 0.16% in Q2 2026, selling an estimated $936 and leaving 4,296 shares worth $569K. The position accounts for 0.11% of the portfolio, ranked #110.

Basecamp Wealth Advisors first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $593K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Basecamp Wealth Advisors held 4,296 shares of Hartford Financial Services worth $569K as of Q2 2026.
  • Basecamp Wealth Advisors sold 7 Hartford Financial Services shares in Q2 2026, an estimated $936.
  • Hartford Financial Services made up 0.11% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Basecamp Wealth Advisors first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Hartford Financial Services position peaked at $593K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.