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Costello Asset Management’s Hartford Financial Services HIG Stock Holding History

Costello Asset 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 		$28.5K Buy
215
+55
+34% +$7.35K 0.01% 344
2026
Q1 		$21.6K Hold
160
– – 0.01% 371
2025
Q4 		$22K Hold
160
– – 0.01% 363
2025
Q3 		$21.3K Buy
160
+5
+3% +$641 0.01% 365
2025
Q2 		$19.7K Buy
155
+5
+3% +$621 0.01% 374
2025
Q1 		$18.6K Hold
150
– – 0.01% 353
2024
Q4 		$16.4K Buy
150
+45
+43% +$5.22K 0.01% 130
2024
Q3 		$12.3K Buy
+105
New +$11.5K 0.01% 137

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 $3.37T AUM 44.26% 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

Costello Asset Management's HIG Position: Q2 2026 in Review

Costello Asset Management increased its Hartford Financial Services (HIG) stake by 34% in Q2 2026, buying an estimated $7.35K and bringing the position to 215 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #344.

Costello Asset Management first reported a position in HIG in Q3 2024 and has held it in 8 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Costello Asset Management held 215 shares of Hartford Financial Services worth $28.5K as of Q2 2026.
  • Costello Asset Management bought 55 Hartford Financial Services shares in Q2 2026, an estimated $7.35K.
  • Hartford Financial Services made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #344 holding.
  • Costello Asset Management first reported a position in Hartford Financial Services in Q3 2024 and has held it in 8 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.