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Coldstream Capital Management’s Hartford Financial Services HIG Stock Holding History

Coldstream Capital Management’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 		$1.15M Buy
8,479
+497
+6% +$67.8K 0.01% 433
2025
Q4 		$1.1M Sell
7,982
-257
-3% -$33.9K 0.01% 431
2025
Q3 		$1.1M Buy
8,239
+507
+7% +$65K 0.01% 435
2025
Q2 		$981K Sell
7,732
-213
-3% -$26.5K 0.02% 428
2025
Q1 		$983K Buy
7,945
+491
+7% +$56.3K 0.02% 383
2024
Q4 		$815K Buy
7,454
+186
+3% +$21.6K 0.02% 425
2024
Q3 		$855K Buy
7,268
+1,148
+19% +$126K 0.02% 422
2024
Q2 		$615K Sell
6,120
-40
-0.6% -$4.01K 0.02% 470
2024
Q1 		$635K Sell
6,160
-37
-0.6% -$3.39K 0.02% 468
2023
Q4 		$498K Sell
6,197
-26
-0.4% -$1.96K 0.01% 503
2023
Q3 		$441K Sell
6,223
-147
-2% -$10.7K 0.01% 476
2023
Q2 		$459K Buy
6,370
+211
+3% +$14.8K 0.01% 480
2023
Q1 		$429K Buy
6,159
+141
+2% +$10.5K 0.01% 490
2022
Q4 		$456K Buy
+6,018
New +$433K 0.02% 454
2022
Q2 		$384K Buy
5,866
+729
+14% +$51.1K 0.02% 479
2022
Q1 		$369K Sell
5,137
-583
-10% -$41.1K 0.01% 486
2021
Q4 		$395K Buy
+5,720
New +$404K 0.01% 507
2021
Q3 		– Sell
-4,037
Closed -$250K – 471
2021
Q2 		$250K Buy
4,037
+28
+0.7% +$1.83K 0.01% 439
2021
Q1 		$268K Buy
+4,009
New +$217K 0.02% 348

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $552B AUM 44.19% 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 $123B AUM 38.85% 1-Year Est. Return

Coldstream Capital Management's HIG Position: Q1 2026 in Review

Coldstream Capital Management increased its Hartford Financial Services (HIG) stake by 6.2% in Q1 2026, buying an estimated $67.8K and bringing the position to 8,479 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #433.

Coldstream Capital Management first reported a position in HIG in Q1 2021 and has held it in 19 quarters since. 1,189 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Coldstream Capital Management held 8,479 shares of Hartford Financial Services worth $1.15M as of Q1 2026.
  • Coldstream Capital Management bought 497 Hartford Financial Services shares in Q1 2026, an estimated $67.8K.
  • Hartford Financial Services made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #433 holding.
  • Coldstream Capital Management first reported a position in Hartford Financial Services in Q1 2021 and has held it in 19 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.