CoreCap Advisors’s Hartford Financial Services HIG Stock Holding History

CoreCap 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	$120K	Sell	909 -85	-9%	-$11.4K	﹤0.01%	1032
2026 Q1	$134K	Sell	994 -23	-2%	-$3.14K	﹤0.01%	930
2025 Q4	$140K	Buy	1,017 +2	+0.2%	+$264	﹤0.01%	910
2025 Q3	$135K	Buy	1,015 +201	+25%	+$25.8K	﹤0.01%	930
2025 Q2	$103K	Sell	814 -44	-5%	-$5.47K	﹤0.01%	975
2025 Q1	$106K	Sell	858 -408	-32%	-$46.8K	﹤0.01%	886
2024 Q4	$139K	Sell	1,266 -81	-6%	-$9.39K	0.01%	815
2024 Q3	$158K	Buy	+1,347	New	+$148K	0.01%	763
2024 Q2	–	Sell	-760	Closed	-$78.3K	–	2019
2024 Q1	$78.3K	Buy	+760	New	+$69.7K	﹤0.01%	943
2022 Q4	$261K	Buy	+3,437	New	+$247K	0.02%	472
2022 Q3	–	Sell	-1,480	Closed	-$97K	–	1175
2022 Q2	$97K	Buy	+1,480	New	+$104K	0.01%	700
2022 Q1	–	Sell	-1,480	Closed	-$102K	–	1184
2021 Q4	$102K	Buy	+1,480	New	+$104K	0.01%	739

Other funds holding HIG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CoreCap Advisors's HIG Position: Q2 2026 in Review

CoreCap Advisors reduced its Hartford Financial Services (HIG) stake by 8.6% in Q2 2026, selling an estimated $11.4K and leaving 909 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

CoreCap Advisors first reported a position in HIG in Q4 2021 and has held it in 12 quarters since. The position peaked at $261K in Q4 2022. 195 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

CoreCap Advisors held 909 shares of Hartford Financial Services worth $120K as of Q2 2026.
CoreCap Advisors sold 85 Hartford Financial Services shares in Q2 2026, an estimated $11.4K.
Hartford Financial Services made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1032 holding.
CoreCap Advisors first reported a position in Hartford Financial Services in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Hartford Financial Services position peaked at $261K in Q4 2022.
195 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.