BAM
HIG icon

Belpointe Asset Management’s Hartford Financial Services HIG Stock Holding History

Belpointe Asset 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 		$298K Sell
2,248
-435
-16% -$58.2K 0.01% 901
2026
Q1 		$363K Sell
2,683
-3,964
-60% -$541K 0.01% 798
2025
Q4 		$916K Sell
6,647
-2,198
-25% -$290K 0.03% 468
2025
Q3 		$1.18M Buy
8,845
+2,593
+41% +$333K 0.05% 356
2025
Q2 		$793K Buy
6,252
+481
+8% +$59.8K 0.03% 426
2025
Q1 		$714K Buy
5,771
+520
+10% +$59.6K 0.04% 439
2024
Q4 		$610K Sell
5,251
-347
-6% -$40.2K 0.04% 462
2024
Q3 		$658K Buy
5,598
+1,562
+39% +$171K 0.04% 427
2024
Q2 		$406K Sell
4,036
-97
-2% -$9.74K 0.03% 501
2024
Q1 		$426K Buy
4,133
+9
+0.2% +$825 0.03% 475
2023
Q4 		$332K Buy
4,124
+770
+23% +$58K 0.03% 495
2023
Q3 		$238K Buy
+3,354
New +$243K 0.02% 551
2023
Q2 		– Sell
-4,508
Closed -$314K – 1749
2023
Q1 		$314K Buy
4,508
+1,422
+46% +$106K 0.02% 733
2022
Q4 		$234K Buy
3,086
+563
+22% +$40.5K 0.01% 825
2022
Q3 		$157K Buy
2,523
+179
+8% +$11.6K 0.01% 942
2022
Q2 		$153K Sell
2,344
-244
-9% -$17.1K 0.01% 934
2022
Q1 		$186K Buy
2,588
+123
+5% +$8.67K 0.01% 939
2021
Q4 		$170K Sell
2,465
-2,200
-47% -$155K 0.01% 957
2021
Q3 		$328K Buy
4,665
+1,324
+40% +$87.5K 0.02% 646
2021
Q2 		$134K Buy
3,341
+1,800
+117% +$118K 0.01% 1001
2021
Q1 		$103K Buy
+1,541
New +$83.3K 0.01% 994
2019
Q4 		– Sell
-8,488
Closed -$514K – 796
2019
Q3 		$514K Buy
+8,488
New +$497K 0.08% 280

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

Belpointe Asset Management's HIG Position: Q2 2026 in Review

Belpointe Asset Management reduced its Hartford Financial Services (HIG) stake by 16% in Q2 2026, selling an estimated $58.2K and leaving 2,248 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #901.

Belpointe Asset Management first reported a position in HIG in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.18M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Belpointe Asset Management held 2,248 shares of Hartford Financial Services worth $298K as of Q2 2026.
  • Belpointe Asset Management sold 435 Hartford Financial Services shares in Q2 2026, an estimated $58.2K.
  • Hartford Financial Services made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #901 holding.
  • Belpointe Asset Management first reported a position in Hartford Financial Services in Q3 2019 and has held it in 22 quarters since.
  • Belpointe Asset Management's Hartford Financial Services position peaked at $1.18M in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.