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Caldwell Sutter Capital’s Hartford Financial Services HIG Stock Holding History

Caldwell Sutter Capital’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 		$48.4K Hold
365
– – 0.02% 407
2026
Q1 		$49.4K Hold
365
– – 0.02% 376
2025
Q4 		$50.3K Hold
365
– – 0.02% 360
2025
Q3 		$48.7K Hold
365
– – 0.02% 371
2025
Q2 		$46.3K Hold
365
– – 0.02% 368
2025
Q1 		$45.2K Hold
365
– – 0.02% 371
2024
Q4 		$39.9K Hold
365
– – 0.02% 389
2024
Q3 		$42.9K Hold
365
– – 0.02% 386
2024
Q2 		$36.7K Hold
365
– – 0.02% 402
2024
Q1 		$37.6K Hold
365
– – 0.02% 388
2023
Q4 		$29.3K Hold
365
– – 0.01% 407
2023
Q3 		$25.9K Hold
365
– – 0.01% 399
2023
Q2 		$26.3K Buy
+365
New +$25.6K 0.01% 409

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

Caldwell Sutter Capital's HIG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Hartford Financial Services (HIG) position steady in Q2 2026 at 365 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #407.

Caldwell Sutter Capital first reported a position in HIG in Q2 2023 and has held it in 13 quarters since. The position peaked at $50.3K in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Caldwell Sutter Capital held 365 shares of Hartford Financial Services worth $48.4K as of Q2 2026.
  • Caldwell Sutter Capital left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #407 holding.
  • Caldwell Sutter Capital first reported a position in Hartford Financial Services in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Hartford Financial Services position peaked at $50.3K in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.