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Cape Investment Advisory’s Hartford Financial Services HIG Stock Holding History

Cape Investment Advisory’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 		$16.1K Buy
+122
New +$16.3K ﹤0.01% 750
2026
Q1 		– Sell
-119
Closed -$16.4K – 616
2025
Q4 		$16.4K Buy
119
+109
+1,090% +$14.4K 0.01% 655
2025
Q3 		$1.33K Sell
10
-132
-93% -$16.9K ﹤0.01% 717
2025
Q2 		$18K Buy
142
+1
+0.7% +$124 0.01% 531
2025
Q1 		$17.5K Buy
141
+9
+7% +$1.03K 0.01% 504
2024
Q4 		$14.4K Buy
132
+1
+0.8% +$116 0.01% 526
2024
Q3 		$15.4K Buy
131
+1
+0.8% +$110 0.01% 494
2024
Q2 		$13.1K Hold
130
– – 0.01% 484
2024
Q1 		$13.4K Sell
130
-244
-65% -$22.4K 0.01% 491
2023
Q4 		$30.1K Buy
374
+245
+190% +$18.5K 0.01% 452
2023
Q3 		$9.12K Buy
129
+1
+0.8% +$73 0.01% 566
2023
Q2 		$9.22K Hold
128
– – 0.01% 567
2023
Q1 		$8.89K Buy
+128
New +$9.51K 0.01% 566

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

Cape Investment Advisory's HIG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Hartford Financial Services (HIG) in Q2 2026: 122 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HIG as recently as Q4 2025.

Cape Investment Advisory first reported a position in HIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $30.1K in Q4 2023. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Cape Investment Advisory held 122 shares of Hartford Financial Services worth $16.1K as of Q2 2026.
  • Hartford Financial Services was a new Cape Investment Advisory position in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #750 holding.
  • Cape Investment Advisory first reported a position in Hartford Financial Services in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Hartford Financial Services position peaked at $30.1K in Q4 2023.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.