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Birchwood Financial Partners’s Hartford Financial Services HIG Stock Holding History

Birchwood Financial Partners’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 		$375K Buy
2,828
+12
+0.4% +$1.6K 0.31% 64
2026
Q1 		$381K Hold
2,816
– – 0.37% 59
2025
Q4 		$388K Buy
+2,816
New +$372K 0.39% 61

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

Birchwood Financial Partners's HIG Position: Q2 2026 in Review

Birchwood Financial Partners increased its Hartford Financial Services (HIG) stake by 0.43% in Q2 2026, buying an estimated $1.6K and bringing the position to 2,828 shares worth $375K. The position accounts for 0.31% of the portfolio, ranked #64.

Birchwood Financial Partners first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $388K in Q4 2025. 1,195 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Birchwood Financial Partners held 2,828 shares of Hartford Financial Services worth $375K as of Q2 2026.
  • Birchwood Financial Partners bought 12 Hartford Financial Services shares in Q2 2026, an estimated $1.6K.
  • Hartford Financial Services made up 0.31% of Birchwood Financial Partners's portfolio in Q2 2026, its #64 holding.
  • Birchwood Financial Partners first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Hartford Financial Services position peaked at $388K in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.