Compass Financial Management’s Hartford Financial Services HIG Stock Holding History

Compass Financial 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 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Compass Financial Management's HIG Position: Q2 2026 in Review

Compass Financial Management 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.

1,142 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Compass Financial Management held 1,082 shares of Hartford Financial Services worth $143K as of Q2 2026.
Hartford Financial Services was a new Compass Financial Management position in Q2 2026.
Hartford Financial Services made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #488 holding.
1,142 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.