CFFP
HIG icon

Center for Financial Planning’s Hartford Financial Services HIG Stock Holding History

Center for Financial Planning’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 		$35.3K Hold
266
– – ﹤0.01% 366
2026
Q1 		$36K Hold
266
– – ﹤0.01% 348
2025
Q4 		$36.7K Hold
266
– – ﹤0.01% 334
2025
Q3 		$35.5K Hold
266
– – ﹤0.01% 350
2025
Q2 		$33.7K Hold
266
– – ﹤0.01% 337
2025
Q1 		$32.9K Buy
+266
New +$30.5K ﹤0.01% 332

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

Center for Financial Planning's HIG Position: Q2 2026 in Review

Center for Financial Planning held its Hartford Financial Services (HIG) position steady in Q2 2026 at 266 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Center for Financial Planning first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.7K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Center for Financial Planning held 266 shares of Hartford Financial Services worth $35.3K as of Q2 2026.
  • Center for Financial Planning left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #366 holding.
  • Center for Financial Planning first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Center for Financial Planning's Hartford Financial Services position peaked at $36.7K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.