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BOK Financial Private Wealth’s Hartford Financial Services HIG Stock Holding History

BOK Financial Private Wealth’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 		$606K Buy
4,556
+6
+0.1% +$802 0.03% 111
2026
Q1 		$618K Hold
4,550
– – 0.04% 114
2025
Q4 		$631K Sell
4,550
-1,535
-25% -$203K 0.04% 113
2025
Q3 		$815K Hold
6,085
– – 0.05% 100
2025
Q2 		$775K Sell
6,085
-98
-2% -$12.2K 0.05% 100
2025
Q1 		$768K Buy
6,183
+92
+2% +$10.5K 0.06% 105
2024
Q4 		$670K Buy
6,091
+6
+0.1% +$696 0.05% 114
2024
Q3 		$719K Hold
6,085
– – 0.05% 116
2024
Q2 		$615K Hold
6,085
– – 0.04% 117
2024
Q1 		$630K Hold
6,085
– – 0.05% 117
2023
Q4 		$492K Sell
6,085
-2,734
-31% -$206K 0.04% 126
2023
Q3 		$629K Hold
8,819
– – 0.06% 113
2023
Q2 		$639K Hold
8,819
– – 0.05% 114
2023
Q1 		$618K Hold
8,819
– – 0.05% 120
2022
Q4 		$672K Hold
8,819
– – 0.06% 117
2022
Q3 		$550K Hold
8,819
– – 0.05% 124
2022
Q2 		$580K Sell
8,819
-1,437
-14% -$101K 0.05% 124
2022
Q1 		$736K Buy
10,256
+427
+4% +$30.1K 0.05% 146
2021
Q4 		$679K Sell
9,829
-3,504
-26% -$247K 0.05% 147
2021
Q3 		$937K Buy
13,333
+293
+2% +$19.4K 0.07% 115
2021
Q2 		$808K Sell
13,040
-1,542
-11% -$101K 0.07% 118
2021
Q1 		$974K Sell
14,582
-3,911
-21% -$211K 0.09% 101
2020
Q4 		$906K Sell
18,493
-4,278
-19% -$185K 0.09% 99
2020
Q3 		$839K Sell
22,771
-57
-0.2% -$2.27K 0.09% 100
2020
Q2 		$880K Sell
22,828
-91
-0.4% -$3.47K 0.09% 102
2020
Q1 		$808K Buy
22,919
+34
+0.1% +$1.77K 0.1% 105
2019
Q4 		$1.39M Sell
22,885
-1,650
-7% -$99K 0.12% 88
2019
Q3 		$1.49M Sell
24,535
-1,818
-7% -$106K 0.21% 38
2019
Q2 		$1.47M Buy
26,353
+176
+0.7% +$9.29K 0.21% 39
2019
Q1 		$1.3M Hold
26,177
– – 0.17% 40
2018
Q4 		$1.16M Buy
26,177
+107
+0.4% +$4.81K 0.16% 44
2018
Q3 		$1.3M Hold
26,070
– – 0.21% 29
2018
Q2 		$1.33M Hold
26,070
– – 0.22% 28
2018
Q1 		$1.34M Sell
26,070
-1,841
-7% -$101K 0.22% 29
2017
Q4 		$1.57M Hold
27,911
– – 0.25% 28
2017
Q3 		$1.55M Sell
27,911
-1,898
-6% -$103K 0.25% 30
2017
Q2 		$1.57M Hold
29,809
– – 0.23% 35
2017
Q1 		$1.43M Hold
29,809
– – 0.2% 39
2016
Q4 		$1.42M Sell
29,809
-2,032
-6% -$93.2K 0.22% 38
2016
Q3 		$1.36M Buy
31,841
+1,841
+6% +$77K 0.21% 36
2016
Q2 		$1.33M Buy
+30,000
New +$1.34M 0.21% 36

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

BOK Financial Private Wealth's HIG Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Hartford Financial Services (HIG) stake by 0.13% in Q2 2026, buying an estimated $802 and bringing the position to 4,556 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #111.

BOK Financial Private Wealth first reported a position in HIG in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.57M in Q4 2017. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • BOK Financial Private Wealth held 4,556 shares of Hartford Financial Services worth $606K as of Q2 2026.
  • BOK Financial Private Wealth bought 6 Hartford Financial Services shares in Q2 2026, an estimated $802.
  • Hartford Financial Services made up 0.03% of BOK Financial Private Wealth's portfolio in Q2 2026, its #111 holding.
  • BOK Financial Private Wealth first reported a position in Hartford Financial Services in Q2 2016 and has held it in 41 quarters since.
  • BOK Financial Private Wealth's Hartford Financial Services position peaked at $1.57M in Q4 2017.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.