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Cetera Trust Company’s Hartford Financial Services HIG Stock Holding History

Cetera Trust Company’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 		$59.6K Hold
450
– – 0.03% 221
2026
Q1 		$60.9K Hold
450
– – 0.03% 213
2025
Q4 		$62K Hold
450
– – 0.03% 212
2025
Q3 		$60K Hold
450
– – 0.03% 220
2025
Q2 		$57.1K Hold
450
– – 0.03% 219
2025
Q1 		$55.7K Hold
450
– – 0.04% 222
2024
Q4 		$49.2K Hold
450
– – 0.03% 221
2024
Q3 		$52.9K Hold
450
– – 0.03% 232
2024
Q2 		$45.2K Sell
450
-50
-10% -$5.02K 0.03% 233
2024
Q1 		$51.5K Hold
500
– – 0.03% 227
2023
Q4 		$40.2K Buy
+500
New +$37.7K 0.03% 237

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

Cetera Trust Company's HIG Position: Q2 2026 in Review

Cetera Trust Company held its Hartford Financial Services (HIG) position steady in Q2 2026 at 450 shares worth $59.6K. The position accounts for 0.03% of the portfolio, ranked #221.

Cetera Trust Company first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $62K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Cetera Trust Company held 450 shares of Hartford Financial Services worth $59.6K as of Q2 2026.
  • Cetera Trust Company left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.03% of Cetera Trust Company's portfolio in Q2 2026, its #221 holding.
  • Cetera Trust Company first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Hartford Financial Services position peaked at $62K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.