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Capital Performance Advisors’s Hartford Financial Services HIG Stock Holding History

Capital Performance Advisors’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 		$613K Buy
4,622
+62
+1% +$8.29K 0.04% 148
2026
Q1 		$617K Sell
4,560
-276
-6% -$37.7K 0.04% 191
2025
Q4 		$666K Buy
+4,836
New +$638K 0.05% 174
2024
Q4 		– Sell
-143
Closed -$16.8K – 1236
2024
Q3 		$16.8K Buy
+143
New +$15.7K 0.01% 659

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

Capital Performance Advisors's HIG Position: Q2 2026 in Review

Capital Performance Advisors increased its Hartford Financial Services (HIG) stake by 1.4% in Q2 2026, buying an estimated $8.29K and bringing the position to 4,622 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #148.

Capital Performance Advisors first reported a position in HIG in Q3 2024 and has held it in 4 quarters since. The position peaked at $666K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Capital Performance Advisors held 4,622 shares of Hartford Financial Services worth $613K as of Q2 2026.
  • Capital Performance Advisors bought 62 Hartford Financial Services shares in Q2 2026, an estimated $8.29K.
  • Hartford Financial Services made up 0.04% of Capital Performance Advisors's portfolio in Q2 2026, its #148 holding.
  • Capital Performance Advisors first reported a position in Hartford Financial Services in Q3 2024 and has held it in 4 quarters since.
  • Capital Performance Advisors's Hartford Financial Services position peaked at $666K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.