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Callan Family Office’s Hartford Financial Services HIG Stock Holding History

Callan Family Office’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 		$1.11M Buy
8,356
+137
+2% +$18.3K 0.02% 572
2026
Q1 		$1.11M Sell
8,219
-620
-7% -$84.6K 0.03% 533
2025
Q4 		$1.22M Buy
8,839
+1,653
+23% +$218K 0.03% 493
2025
Q3 		$959K Sell
7,186
-1,793
-20% -$230K 0.03% 387
2025
Q2 		$1.14M Buy
8,979
+5,279
+143% +$656K 0.04% 370
2025
Q1 		$458K Sell
3,700
-387
-9% -$44.4K 0.03% 342
2024
Q4 		$447K Buy
+4,087
New +$474K 0.03% 392

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

Callan Family Office's HIG Position: Q2 2026 in Review

Callan Family Office increased its Hartford Financial Services (HIG) stake by 1.7% in Q2 2026, buying an estimated $18.3K and bringing the position to 8,356 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #572.

Callan Family Office first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Callan Family Office held 8,356 shares of Hartford Financial Services worth $1.11M as of Q2 2026.
  • Callan Family Office bought 137 Hartford Financial Services shares in Q2 2026, an estimated $18.3K.
  • Hartford Financial Services made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #572 holding.
  • Callan Family Office first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Hartford Financial Services position peaked at $1.22M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.