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Coastal Bridge Advisors’s Hartford Financial Services HIG Stock Holding History

Coastal Bridge 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
Q1 		– Sell
-1,939
Closed -$267K – 463
2025
Q4 		$267K Sell
1,939
-29
-1% -$3.83K 0.02% 389
2025
Q3 		$263K Sell
1,968
-20
-1% -$2.56K 0.02% 384
2025
Q2 		$252K Buy
1,988
+101
+5% +$12.6K 0.02% 383
2025
Q1 		$233K Buy
+1,887
New +$216K 0.06% 225

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

Coastal Bridge Advisors's HIG Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 1,939 shares — an estimated $267K sold.

Coastal Bridge Advisors first reported a position in HIG in Q1 2025 and held it in 4 quarters. The position peaked at $267K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Coastal Bridge Advisors reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Coastal Bridge Advisors sold 1,939 Hartford Financial Services shares in Q1 2026, an estimated $267K.
  • Coastal Bridge Advisors first reported a position in Hartford Financial Services in Q1 2025 and held it in 4 quarters.
  • Coastal Bridge Advisors's Hartford Financial Services position peaked at $267K in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.