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Clearstead Advisors’s Hartford Financial Services HIG Stock Holding History

Clearstead Advisors’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 		$757K Buy
5,713
+4,188
+275% +$560K 0.01% 624
2026
Q1 		$206K Sell
1,525
-91
-6% -$12.4K ﹤0.01% 988
2025
Q4 		$223K Buy
1,616
+503
+45% +$66.4K ﹤0.01% 911
2025
Q3 		$148K Sell
1,113
-417
-27% -$53.5K ﹤0.01% 945
2025
Q2 		$194K Buy
1,530
+372
+32% +$46.2K ﹤0.01% 903
2025
Q1 		$143K Sell
1,158
-1,753
-60% -$201K ﹤0.01% 902
2024
Q4 		$318K Buy
2,911
+881
+43% +$102K ﹤0.01% 704
2024
Q3 		$239K Buy
2,030
+320
+19% +$35.1K ﹤0.01% 791
2024
Q2 		$172K Buy
1,710
+931
+120% +$93.4K ﹤0.01% 864
2024
Q1 		$78.3K Buy
779
+35
+5% +$3.21K ﹤0.01% 656
2023
Q4 		$59.8K Sell
744
-20
-3% -$1.51K ﹤0.01% 699
2023
Q3 		$54.2K Buy
764
+44
+6% +$3.19K ﹤0.01% 682
2023
Q2 		$51.9K Buy
720
+300
+71% +$21.1K ﹤0.01% 724
2023
Q1 		$29.3K Hold
420
– – ﹤0.01% 777
2022
Q4 		$31.8K Hold
420
– – ﹤0.01% 709
2022
Q3 		$26K Hold
420
– – ﹤0.01% 727
2022
Q2 		$27K Hold
420
– – ﹤0.01% 735
2022
Q1 		$30K Hold
420
– – ﹤0.01% 779
2021
Q4 		$29K Sell
420
-63
-13% -$4.45K ﹤0.01% 744
2021
Q3 		$34K Buy
483
+31
+7% +$2.05K ﹤0.01% 676
2021
Q2 		$28K Buy
452
+32
+8% +$2.1K ﹤0.01% 647
2021
Q1 		$28K Hold
420
– – ﹤0.01% 620
2020
Q4 		$21K Buy
420
+376
+855% +$16.2K ﹤0.01% 621
2020
Q3 		$2K Hold
44
– – ﹤0.01% 817
2020
Q2 		$2K Hold
44
– – ﹤0.01% 741
2020
Q1 		$2K Buy
+44
New +$2.29K ﹤0.01% 725

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

Clearstead Advisors's HIG Position: Q2 2026 in Review

Clearstead Advisors increased its Hartford Financial Services (HIG) stake by 275% in Q2 2026, buying an estimated $560K and bringing the position to 5,713 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #624.

Clearstead Advisors first reported a position in HIG in Q1 2020 and has held it in 26 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Clearstead Advisors held 5,713 shares of Hartford Financial Services worth $757K as of Q2 2026.
  • Clearstead Advisors bought 4,188 Hartford Financial Services shares in Q2 2026, an estimated $560K.
  • Hartford Financial Services made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #624 holding.
  • Clearstead Advisors first reported a position in Hartford Financial Services in Q1 2020 and has held it in 26 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.