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Crestwood Advisors Group’s Hartford Financial Services HIG Stock Holding History

Crestwood Advisors 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 		$608K Sell
4,590
-68
-1% -$9.09K 0.01% 430
2026
Q1 		$630K Buy
4,658
+639
+16% +$87.2K 0.01% 368
2025
Q4 		$554K Buy
4,019
+948
+31% +$125K 0.01% 371
2025
Q3 		$410K Buy
3,071
+884
+40% +$113K 0.01% 398
2025
Q2 		$277K Buy
2,187
+474
+28% +$58.9K 0.01% 462
2025
Q1 		$212K Buy
+1,713
New +$196K ﹤0.01% 478

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

Crestwood Advisors Group's HIG Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Hartford Financial Services (HIG) stake by 1.5% in Q2 2026, selling an estimated $9.09K and leaving 4,590 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #430.

Crestwood Advisors Group first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $630K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Crestwood Advisors Group held 4,590 shares of Hartford Financial Services worth $608K as of Q2 2026.
  • Crestwood Advisors Group sold 68 Hartford Financial Services shares in Q2 2026, an estimated $9.09K.
  • Hartford Financial Services made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #430 holding.
  • Crestwood Advisors Group first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Hartford Financial Services position peaked at $630K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.