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Catalyst Financial Partners’s Hartford Financial Services HIG Stock Holding History

Catalyst Financial Partners’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 		$452K Buy
3,412
+9
+0.3% +$1.2K 0.04% 240
2026
Q1 		$460K Buy
3,403
+65
+2% +$8.87K 0.05% 218
2025
Q4 		$460K Buy
3,338
+53
+2% +$6.99K 0.05% 191
2025
Q3 		$438K Buy
3,285
+41
+1% +$5.26K 0.05% 185
2025
Q2 		$412K Buy
3,244
+116
+4% +$14.4K 0.04% 188
2025
Q1 		$387K Buy
3,128
+49
+2% +$5.62K 0.07% 181
2024
Q4 		$337K Buy
3,079
+90
+3% +$10.4K 0.06% 195
2024
Q3 		$351K Sell
2,989
-178
-6% -$19.5K 0.07% 178
2024
Q2 		$318K Sell
3,167
-476
-13% -$47.8K 0.07% 179
2024
Q1 		$349K Sell
3,643
-50
-1% -$4.58K 0.09% 152
2023
Q4 		$297K Buy
+3,693
New +$278K 0.08% 164

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

Catalyst Financial Partners's HIG Position: Q2 2026 in Review

Catalyst Financial Partners increased its Hartford Financial Services (HIG) stake by 0.26% in Q2 2026, buying an estimated $1.2K and bringing the position to 3,412 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #240.

Catalyst Financial Partners first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Catalyst Financial Partners held 3,412 shares of Hartford Financial Services worth $452K as of Q2 2026.
  • Catalyst Financial Partners bought 9 Hartford Financial Services shares in Q2 2026, an estimated $1.2K.
  • Hartford Financial Services made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #240 holding.
  • Catalyst Financial Partners first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Catalyst Financial Partners's Hartford Financial Services position peaked at $460K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.