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
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 $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

Cerity Partners's HIG Position: Q1 2026 in Review

Cerity Partners reduced its Hartford Financial Services (HIG) stake by 6.6% in Q1 2026, selling an estimated $756K and leaving 78,015 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #668.

Cerity Partners first reported a position in HIG in Q1 2019 and has held it in 26 quarters since. The position peaked at $11.5M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Cerity Partners held 78,015 shares of Hartford Financial Services worth $10.6M as of Q1 2026.
  • Cerity Partners sold 5,538 Hartford Financial Services shares in Q1 2026, an estimated $756K.
  • Hartford Financial Services made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #668 holding.
  • Cerity Partners first reported a position in Hartford Financial Services in Q1 2019 and has held it in 26 quarters since.
  • Cerity Partners's Hartford Financial Services position peaked at $11.5M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.