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Concurrent Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Concurrent Investment 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 		$1.61M Sell
12,130
-850
-7% -$114K 0.01% 791
2026
Q1 		$1.76M Buy
12,980
+1,261
+11% +$172K 0.02% 664
2025
Q4 		$1.61M Buy
11,719
+5,728
+96% +$756K 0.02% 648
2025
Q3 		$799K Buy
5,991
+3,318
+124% +$426K 0.01% 733
2025
Q2 		$339K Buy
2,673
+787
+42% +$97.8K 0.01% 1005
2025
Q1 		$233K Buy
+1,886
New +$216K 0.01% 1056
2024
Q4 		– Sell
-2,154
Closed -$253K – 1166
2024
Q3 		$253K Buy
2,154
+32
+2% +$3.51K 0.01% 841
2024
Q2 		$213K Buy
+2,122
New +$213K 0.01% 854

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's HIG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Hartford Financial Services (HIG) stake by 6.5% in Q2 2026, selling an estimated $114K and leaving 12,130 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #791.

Concurrent Investment Advisors first reported a position in HIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Concurrent Investment Advisors held 12,130 shares of Hartford Financial Services worth $1.61M as of Q2 2026.
  • Concurrent Investment Advisors sold 850 Hartford Financial Services shares in Q2 2026, an estimated $114K.
  • Hartford Financial Services made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #791 holding.
  • Concurrent Investment Advisors first reported a position in Hartford Financial Services in Q2 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's Hartford Financial Services position peaked at $1.76M in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.