Cornerstone Planning Group’s Hartford Financial Services HIG Stock Holding History

Cornerstone Planning Group’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	$18.3K	Sell	130 -17	-12%	-$2.27K	﹤0.01%	699
2026 Q1	$19.7K	Buy	147 +29	+25%	+$3.96K	﹤0.01%	675
2025 Q4	$15.4K	Sell	118 -92	-44%	-$12.1K	﹤0.01%	660
2025 Q3	$25.9K	Buy	210 +184	+708%	+$23.6K	﹤0.01%	502
2025 Q2	$3.32K	Buy	26 +12	+86%	+$1.49K	﹤0.01%	821
2025 Q1	$1.67K	Buy	14 +8	+133%	+$917	﹤0.01%	1029
2024 Q4	$687	Hold	6	–	–	﹤0.01%	1051
2024 Q3	$673	Buy	6 +3	+100%	+$329	﹤0.01%	1030
2024 Q2	$315	Buy	+3	New	+$301	﹤0.01%	1138

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Cornerstone Planning Group's HIG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Hartford Financial Services (HIG) stake by 12% in Q2 2026, selling an estimated $2.27K and leaving 130 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Cornerstone Planning Group first reported a position in HIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.9K in Q3 2025. 716 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Cornerstone Planning Group held 130 shares of Hartford Financial Services worth $18.3K as of Q2 2026.
Cornerstone Planning Group sold 17 Hartford Financial Services shares in Q2 2026, an estimated $2.27K.
Hartford Financial Services made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #699 holding.
Cornerstone Planning Group first reported a position in Hartford Financial Services in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Hartford Financial Services position peaked at $25.9K in Q3 2025.
716 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.