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Blue Trust Inc’s Hartford Financial Services HIG Stock Holding History

Blue Trust Inc’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 		$223K Sell
1,686
-168
-9% -$22.5K ﹤0.01% 752
2026
Q1 		$251K Sell
1,854
-1,045
-36% -$143K ﹤0.01% 701
2025
Q4 		$399K Sell
2,899
-23
-0.8% -$3.04K ﹤0.01% 562
2025
Q3 		$390K Buy
2,922
+21
+0.7% +$2.69K ﹤0.01% 579
2025
Q2 		$368K Sell
2,901
-355
-11% -$44.1K ﹤0.01% 559
2025
Q1 		$403K Sell
3,256
-423
-11% -$48.5K 0.01% 469
2024
Q4 		$402K Sell
3,679
-1,471
-29% -$171K 0.01% 439
2024
Q3 		$518K Buy
5,150
+1,962
+62% +$215K 0.01% 453
2024
Q2 		$329K Buy
3,188
+966
+43% +$97K ﹤0.01% 522
2024
Q1 		$229K Sell
2,222
-33
-1% -$3.02K ﹤0.01% 459
2023
Q4 		$160K Buy
2,255
+310
+16% +$23.3K ﹤0.01% 521
2023
Q3 		$141K Buy
1,945
+1,123
+137% +$81.5K ﹤0.01% 524
2023
Q2 		$57K Sell
822
-3,262
-80% -$229K ﹤0.01% 658
2023
Q1 		$309K Buy
4,084
+681
+20% +$50.6K 0.01% 399
2022
Q4 		$211K Buy
3,403
+1,869
+122% +$135K ﹤0.01% 432
2022
Q3 		$100K Sell
1,534
-191
-11% -$12.4K ﹤0.01% 528
2022
Q2 		$124K Buy
+1,725
New +$121K ﹤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

Blue Trust Inc's HIG Position: Q2 2026 in Review

Blue Trust Inc reduced its Hartford Financial Services (HIG) stake by 9.1% in Q2 2026, selling an estimated $22.5K and leaving 1,686 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Blue Trust Inc first reported a position in HIG in Q2 2022 and has held it in 17 quarters since. The position peaked at $518K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Blue Trust Inc held 1,686 shares of Hartford Financial Services worth $223K as of Q2 2026.
  • Blue Trust Inc sold 168 Hartford Financial Services shares in Q2 2026, an estimated $22.5K.
  • Hartford Financial Services made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #752 holding.
  • Blue Trust Inc first reported a position in Hartford Financial Services in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Hartford Financial Services position peaked at $518K in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.