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Clearstead Trust’s Hartford Financial Services HIG Stock Holding History

Clearstead Trust’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 		$29.3K Buy
221
+21
+11% +$2.81K ﹤0.01% 395
2026
Q1 		$27K Hold
200
– – ﹤0.01% 392
2025
Q4 		$27.6K Sell
200
-18
-8% -$2.38K ﹤0.01% 405
2025
Q3 		$29.1K Buy
218
+58
+36% +$7.44K 0.01% 381
2025
Q2 		$20.3K Buy
160
+39
+32% +$4.85K ﹤0.01% 427
2025
Q1 		$15K Buy
+121
New +$13.9K ﹤0.01% 400

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 Trust's HIG Position: Q2 2026 in Review

Clearstead Trust increased its Hartford Financial Services (HIG) stake by 11% in Q2 2026, buying an estimated $2.81K and bringing the position to 221 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Clearstead Trust first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Clearstead Trust held 221 shares of Hartford Financial Services worth $29.3K as of Q2 2026.
  • Clearstead Trust bought 21 Hartford Financial Services shares in Q2 2026, an estimated $2.81K.
  • Hartford Financial Services made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #395 holding.
  • Clearstead Trust first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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