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Caldwell Trust’s Hartford Financial Services HIG Stock Holding History

Caldwell Trust’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 		$87.6K Sell
661
-481
-42% -$64.3K 0.01% 429
2026
Q1 		$154K Hold
1,142
– – 0.01% 358
2025
Q4 		$157K Hold
1,142
– – 0.01% 351
2025
Q3 		$152K Hold
1,142
– – 0.01% 346
2025
Q2 		$145K Hold
1,142
– – 0.01% 346
2025
Q1 		$141K Hold
1,142
– – 0.02% 349
2024
Q4 		$125K Hold
1,142
– – 0.01% 362
2024
Q3 		$134K Hold
1,142
– – 0.01% 359
2024
Q2 		$115K Sell
1,142
-181
-14% -$18.2K 0.01% 370
2024
Q1 		$136K Hold
1,323
– – 0.02% 353
2023
Q4 		$106K Sell
1,323
-102
-7% -$7.68K 0.01% 362
2023
Q3 		$101K Hold
1,425
– – 0.01% 355
2023
Q2 		$103K Sell
1,425
-333
-19% -$23.4K 0.01% 360
2023
Q1 		$123K Sell
1,758
-480
-21% -$35.6K 0.02% 336
2022
Q4 		$170K Hold
2,238
– – 0.02% 297
2022
Q3 		$139K Hold
2,238
– – 0.02% 315
2022
Q2 		$146K Hold
2,238
– – 0.02% 315
2022
Q1 		$161K Buy
2,238
+481
+27% +$33.9K 0.02% 310
2021
Q4 		$121K Hold
1,757
– – 0.01% 349
2021
Q3 		$123K Hold
1,757
– – 0.02% 337
2021
Q2 		$109K Hold
1,757
– – 0.01% 347
2021
Q1 		$117K Hold
1,757
– – 0.02% 325
2020
Q4 		$86.1K Hold
1,757
– – 0.01% 355
2020
Q3 		$64.8K Hold
1,757
– – 0.01% 380
2020
Q2 		$67.7K Hold
1,757
– – 0.01% 378
2020
Q1 		$61.9K Hold
1,757
– – 0.01% 388
2019
Q4 		$107K Buy
+1,757
New +$105K 0.02% 349

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 Trust's HIG Position: Q2 2026 in Review

Caldwell Trust reduced its Hartford Financial Services (HIG) stake by 42% in Q2 2026, selling an estimated $64.3K and leaving 661 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #429.

Caldwell Trust first reported a position in HIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $170K in Q4 2022. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Caldwell Trust held 661 shares of Hartford Financial Services worth $87.6K as of Q2 2026.
  • Caldwell Trust sold 481 Hartford Financial Services shares in Q2 2026, an estimated $64.3K.
  • Hartford Financial Services made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #429 holding.
  • Caldwell Trust first reported a position in Hartford Financial Services in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Hartford Financial Services position peaked at $170K in Q4 2022.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.