Cerity Partners
HIG icon

Cerity Partners’s Hartford Financial Services HIG Stock Holding History

Cerity 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 		$9.55M Sell
72,049
-5,966
-8% -$798K 0.01% 793
2026
Q1 		$10.6M Sell
78,015
-5,538
-7% -$756K 0.01% 668
2025
Q4 		$11.5M Buy
83,553
+12,536
+18% +$1.65M 0.02% 584
2025
Q3 		$9.47M Sell
71,017
-7,883
-10% -$1.01M 0.02% 604
2025
Q2 		$10M Buy
78,900
+4,473
+6% +$556K 0.02% 538
2025
Q1 		$9.21M Buy
74,427
+3,680
+5% +$422K 0.02% 514
2024
Q4 		$7.83M Buy
70,747
+3,302
+5% +$383K 0.02% 573
2024
Q3 		$7.93M Buy
67,445
+6,094
+10% +$668K 0.02% 565
2024
Q2 		$6.17M Buy
61,351
+1,102
+2% +$111K 0.02% 551
2024
Q1 		$6.21M Buy
60,249
+10,635
+21% +$975K 0.02% 590
2023
Q4 		$4M Buy
49,614
+8,203
+20% +$618K 0.01% 592
2023
Q3 		$2.95M Sell
41,411
-6,934
-14% -$503K 0.01% 508
2023
Q2 		$3.5M Buy
48,345
+3,789
+9% +$266K 0.01% 585
2023
Q1 		$3.75M Buy
44,556
+1,400
+3% +$104K 0.01% 551
2022
Q4 		$3.29M Buy
43,156
+2,265
+6% +$163K 0.02% 436
2022
Q3 		$2.54M Sell
40,891
-40
-0.1% -$2.6K 0.03% 336
2022
Q2 		$2.69M Buy
40,931
+34,183
+507% +$2.4M 0.03% 348
2022
Q1 		$485K Buy
6,748
+1,193
+21% +$84.1K 0.01% 597
2021
Q4 		$383K Buy
5,555
+882
+19% +$62.2K 0.01% 695
2021
Q3 		$328K Buy
4,673
+151
+3% +$9.98K 0.01% 547
2021
Q2 		$280K Sell
4,522
-617
-12% -$40.4K 0.01% 603
2021
Q1 		$343K Buy
5,139
+603
+13% +$32.6K 0.01% 522
2020
Q4 		$222K Buy
+4,536
New +$196K 0.01% 573
2020
Q1 		– Sell
-4,382
Closed -$266K – 483
2019
Q4 		$266K Buy
4,382
+14
+0.3% +$840 0.01% 447
2019
Q3 		$265K Buy
4,368
+89
+2% +$5.21K 0.02% 412
2019
Q2 		$238K Sell
4,279
-177
-4% -$9.35K 0.02% 429
2019
Q1 		$222K Buy
+4,456
New +$212K 0.01% 479

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 $3.38T AUM 44.17% 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

Cerity Partners's HIG Position: Q2 2026 in Review

Cerity Partners reduced its Hartford Financial Services (HIG) stake by 7.6% in Q2 2026, selling an estimated $798K and leaving 72,049 shares worth $9.55M. The position accounts for 0.01% of the portfolio, ranked #793.

Cerity Partners first reported a position in HIG in Q1 2019 and has held it in 27 quarters since. The position peaked at $11.5M in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Cerity Partners held 72,049 shares of Hartford Financial Services worth $9.55M as of Q2 2026.
  • Cerity Partners sold 5,966 Hartford Financial Services shares in Q2 2026, an estimated $798K.
  • Hartford Financial Services made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #793 holding.
  • Cerity Partners first reported a position in Hartford Financial Services in Q1 2019 and has held it in 27 quarters since.
  • Cerity Partners's Hartford Financial Services position peaked at $11.5M in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.