CAPTRUST Financial Advisors
HIG icon

CAPTRUST Financial Advisors’s Hartford Financial Services HIG Stock Holding History

CAPTRUST Financial 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
Q1 		$3.7M Buy
27,395
+568
+2% +$77.5K 0.01% 898
2025
Q4 		$3.7M Buy
26,827
+1,943
+8% +$256K 0.01% 781
2025
Q3 		$3.32M Buy
24,884
+499
+2% +$64K 0.01% 798
2025
Q2 		$3.09M Buy
24,385
+2,461
+11% +$306K 0.01% 786
2025
Q1 		$2.71M Buy
21,924
+539
+3% +$61.8K 0.01% 783
2024
Q4 		$2.34M Buy
21,385
+1,254
+6% +$145K 0.01% 823
2024
Q3 		$2.37M Buy
20,131
+1,214
+6% +$133K 0.01% 796
2024
Q2 		$1.9M Sell
18,917
-24,354
-56% -$2.44M 0.01% 846
2024
Q1 		$4.46M Sell
43,271
-12,713
-23% -$1.17M 0.02% 530
2023
Q4 		$4.5M Buy
55,984
+1,787
+3% +$135K 0.02% 592
2023
Q3 		$3.84M Sell
54,197
-3,585
-6% -$260K 0.01% 611
2023
Q2 		$4.16M Buy
57,782
+6,575
+13% +$462K 0.02% 567
2023
Q1 		$3.57M Sell
51,207
-541
-1% -$40.2K 0.02% 563
2022
Q4 		$3.92M Buy
51,748
+1,809
+4% +$130K 0.02% 500
2022
Q3 		$3.09M Buy
49,939
+4,126
+9% +$269K 0.02% 539
2022
Q2 		$3.02M Buy
45,813
+914
+2% +$64.1K 0.02% 495
2022
Q1 		$3.24M Buy
44,899
+52
+0.1% +$3.67K 0.02% 470
2021
Q4 		$3.11M Buy
44,847
+176
+0.4% +$12.4K 0.02% 459
2021
Q3 		$3.15M Sell
44,671
-289
-0.6% -$19.1K 0.03% 417
2021
Q2 		$2.8M Sell
44,960
-513
-1% -$33.6K 0.03% 413
2021
Q1 		$3.05M Buy
45,473
+6,129
+16% +$331K 0.03% 363
2020
Q4 		$1.94M Sell
39,344
-86
-0.2% -$3.71K 0.03% 413
2020
Q3 		$1.46M Buy
39,430
+141
+0.4% +$5.62K 0.02% 398
2020
Q2 		$1.49M Sell
39,289
-958
-2% -$36.5K 0.02% 412
2020
Q1 		$1.36M Sell
40,247
-17,799
-31% -$927K 0.03% 363
2019
Q4 		$3.54M Buy
58,046
+14,114
+32% +$847K 0.06% 281
2019
Q3 		$2.68M Buy
43,932
+1,553
+4% +$90.9K 0.09% 184
2019
Q2 		$2.37M Buy
42,379
+7,077
+20% +$374K 0.09% 196
2019
Q1 		$1.76M Buy
35,302
+7,949
+29% +$377K 0.07% 206
2018
Q4 		$1.22M Buy
27,353
+426
+2% +$19.2K 0.07% 197
2018
Q3 		$1.35M Buy
26,927
+3,860
+17% +$198K 0.06% 191
2018
Q2 		$1.19M Buy
23,067
+1,612
+8% +$84.4K 0.07% 167
2018
Q1 		$1.08M Buy
21,455
+513
+2% +$28.1K 0.07% 162
2017
Q4 		$1.18M Buy
20,942
+4,515
+27% +$252K 0.07% 163
2017
Q3 		$887K Sell
16,427
-1,190
-7% -$64.7K 0.07% 120
2017
Q2 		$930K Buy
+17,617
New +$873K 0.12% 60

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

CAPTRUST Financial Advisors's HIG Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Hartford Financial Services (HIG) stake by 2.1% in Q1 2026, buying an estimated $77.5K and bringing the position to 27,395 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #898.

CAPTRUST Financial Advisors first reported a position in HIG in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.5M in Q4 2023. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • CAPTRUST Financial Advisors held 27,395 shares of Hartford Financial Services worth $3.7M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 568 Hartford Financial Services shares in Q1 2026, an estimated $77.5K.
  • Hartford Financial Services made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #898 holding.
  • CAPTRUST Financial Advisors first reported a position in Hartford Financial Services in Q2 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's Hartford Financial Services position peaked at $4.5M in Q4 2023.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.