COMPASS FINANCIAL MANAGEMENT LLC’s Hartford Financial Services HIG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$143K	Buy	+1,082	New	+$145K	0.02%	488

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HIG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Hartford Financial Services (HIG) in Q2 2026: 1,082 shares worth $143K. The stake represents 0.02% of the portfolio and ranks #488 among its holdings.

914 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,082 shares of Hartford Financial Services worth $143K as of Q2 2026.
Hartford Financial Services was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Hartford Financial Services made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #488 holding.
914 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.