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Caprock Group’s Hartford Financial Services HIG Stock Holding History

Caprock Group’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 		$5.2M Sell
39,079
-3,896
-9% -$521K 0.1% 160
2026
Q1 		$5.84M Sell
42,975
-1,837
-4% -$251K 0.14% 118
2025
Q4 		$6.2M Buy
44,812
+1,868
+4% +$246K 0.13% 130
2025
Q3 		$5.68M Buy
+42,944
New +$5.51M 0.14% 115
2025
Q1 		$4.98M Buy
40,048
+558
+1% +$64K 0.15% 117
2024
Q4 		$4.34M Buy
+39,490
New +$4.58M 0.14% 119
2024
Q2 		– Sell
-4,348
Closed -$450K – 883
2024
Q1 		$450K Sell
4,348
-86
-2% -$7.88K 0.03% 446
2023
Q4 		$358K Buy
4,434
+328
+8% +$24.7K 0.02% 486
2023
Q3 		$293K Buy
4,106
+329
+9% +$23.9K 0.02% 498
2023
Q2 		$274K Buy
+3,777
New +$265K 0.02% 522
2022
Q4 		– Sell
-3,922
Closed -$244K – 579
2022
Q3 		$244K Sell
3,922
-316
-7% -$20.6K 0.02% 462
2022
Q2 		$279K Buy
4,238
+740
+21% +$51.9K 0.03% 402
2022
Q1 		$253K Sell
3,498
-84
-2% -$5.92K 0.02% 487
2021
Q4 		$249K Sell
3,582
-121
-3% -$8.54K 0.02% 490
2021
Q3 		$261K Buy
3,703
+209
+6% +$13.8K 0.02% 421
2021
Q2 		$218K Buy
3,494
+3
+0.1% +$197 0.02% 474
2021
Q1 		$234K Buy
+3,491
New +$189K 0.03% 415

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

Caprock Group's HIG Position: Q2 2026 in Review

Caprock Group reduced its Hartford Financial Services (HIG) stake by 9.1% in Q2 2026, selling an estimated $521K and leaving 39,079 shares worth $5.2M. The position accounts for 0.1% of the portfolio, ranked #160.

Caprock Group first reported a position in HIG in Q1 2021 and has held it in 17 quarters since. The position peaked at $6.2M in Q4 2025. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Caprock Group held 39,079 shares of Hartford Financial Services worth $5.2M as of Q2 2026.
  • Caprock Group sold 3,896 Hartford Financial Services shares in Q2 2026, an estimated $521K.
  • Hartford Financial Services made up 0.1% of Caprock Group's portfolio in Q2 2026, its #160 holding.
  • Caprock Group first reported a position in Hartford Financial Services in Q1 2021 and has held it in 17 quarters since.
  • Caprock Group's Hartford Financial Services position peaked at $6.2M in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.