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Bruce G. Allen Investments’s Hartford Financial Services HIG Stock Holding History

Bruce G. Allen Investments’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 		$93K Buy
702
+175
+33% +$23.4K 0.06% 163
2026
Q1 		$71.3K Sell
527
-15
-3% -$2.05K 0.05% 204
2025
Q4 		$74.7K Sell
542
-43
-7% -$5.67K 0.05% 204
2025
Q3 		$78K Hold
585
– – 0.06% 200
2025
Q2 		$74.2K Sell
585
-2
-0.3% -$249 0.06% 202
2025
Q1 		$72.6K Sell
587
-64
-10% -$7.34K 0.06% 182
2024
Q4 		$71.2K Sell
651
-142
-18% -$16.5K 0.06% 197
2024
Q3 		$93.3K Sell
793
-311
-28% -$34.1K 0.07% 168
2024
Q2 		$111K Buy
1,104
+69
+7% +$6.92K 0.09% 138
2024
Q1 		$107K Sell
1,035
-309
-23% -$28.3K 0.09% 149
2023
Q4 		$108K Buy
+1,344
New +$101K 0.1% 140

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's HIG Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Hartford Financial Services (HIG) stake by 33% in Q2 2026, buying an estimated $23.4K and bringing the position to 702 shares worth $93K. The position accounts for 0.06% of the portfolio, ranked #163.

Bruce G. Allen Investments first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $111K in Q2 2024. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Bruce G. Allen Investments held 702 shares of Hartford Financial Services worth $93K as of Q2 2026.
  • Bruce G. Allen Investments bought 175 Hartford Financial Services shares in Q2 2026, an estimated $23.4K.
  • Hartford Financial Services made up 0.06% of Bruce G. Allen Investments's portfolio in Q2 2026, its #163 holding.
  • Bruce G. Allen Investments first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Hartford Financial Services position peaked at $111K in Q2 2024.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.