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Burney Company’s Hartford Financial Services HIG Stock Holding History

Burney Company’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 		$698K Sell
5,268
-298
-5% -$39.8K 0.02% 409
2026
Q1 		$753K Sell
5,566
-160
-3% -$21.8K 0.02% 374
2025
Q4 		$789K Buy
5,726
+16
+0.3% +$2.11K 0.02% 365
2025
Q3 		$762K Hold
5,710
– – 0.02% 351
2025
Q2 		$724K Hold
5,710
– – 0.02% 354
2025
Q1 		$706K Hold
5,710
– – 0.03% 356
2024
Q4 		$625K Sell
5,710
-2,885
-34% -$334K 0.02% 386
2024
Q3 		$1.01M Sell
8,595
-1,720
-17% -$189K 0.04% 323
2024
Q2 		$1.04M Sell
10,315
-1,226
-11% -$123K 0.04% 311
2024
Q1 		$1.19M Sell
11,541
-1,059
-8% -$97.1K 0.05% 303
2023
Q4 		$1.01M Buy
12,600
+164
+1% +$12.4K 0.04% 327
2023
Q3 		$882K Sell
12,436
-89
-0.7% -$6.46K 0.04% 327
2023
Q2 		$902K Sell
12,525
-150
-1% -$10.5K 0.04% 329
2023
Q1 		$883K Sell
12,675
-300
-2% -$22.3K 0.04% 334
2022
Q4 		$984K Sell
12,975
-3,098
-19% -$223K 0.05% 299
2022
Q3 		$996K Buy
16,073
+234
+1% +$15.2K 0.06% 295
2022
Q2 		$1.04M Buy
15,839
+531
+3% +$37.2K 0.05% 294
2022
Q1 		$1.1M Sell
15,308
-107
-0.7% -$7.55K 0.05% 319
2021
Q4 		$1.06M Sell
15,415
-70
-0.5% -$4.94K 0.05% 316
2021
Q3 		$1.09M Buy
15,485
+629
+4% +$41.6K 0.05% 295
2021
Q2 		$921K Sell
14,856
-454
-3% -$29.8K 0.04% 328
2021
Q1 		$1.02M Buy
15,310
+2,781
+22% +$150K 0.05% 311
2020
Q4 		$614K Sell
12,529
-600
-5% -$25.9K 0.03% 350
2020
Q3 		$484K Buy
13,129
+2,414
+23% +$96.2K 0.03% 357
2020
Q2 		$413K Buy
+10,715
New +$408K 0.03% 359

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

Burney Company's HIG Position: Q2 2026 in Review

Burney Company reduced its Hartford Financial Services (HIG) stake by 5.4% in Q2 2026, selling an estimated $39.8K and leaving 5,268 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #409.

Burney Company first reported a position in HIG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.19M in Q1 2024. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Burney Company held 5,268 shares of Hartford Financial Services worth $698K as of Q2 2026.
  • Burney Company sold 298 Hartford Financial Services shares in Q2 2026, an estimated $39.8K.
  • Hartford Financial Services made up 0.02% of Burney Company's portfolio in Q2 2026, its #409 holding.
  • Burney Company first reported a position in Hartford Financial Services in Q2 2020 and has held it in 25 quarters since.
  • Burney Company's Hartford Financial Services position peaked at $1.19M in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.