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CSM Advisors’s Hartford Financial Services HIG Stock Holding History

CSM 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 		$49M Buy
370,075
+60,483
+20% +$8.09M 1.05% 17
2026
Q1 		$41.9M Sell
309,592
-79,129
-20% -$10.8M 1.03% 20
2025
Q4 		$53.6M Buy
388,721
+52,385
+16% +$6.91M 1.46% 9
2025
Q3 		$44.9M Buy
336,336
+57,468
+21% +$7.37M 1.25% 11
2025
Q2 		$35.4M Buy
+278,868
New +$34.7M 1.03% 18

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

CSM Advisors's HIG Position: Q2 2026 in Review

CSM Advisors increased its Hartford Financial Services (HIG) stake by 20% in Q2 2026, buying an estimated $8.09M and bringing the position to 370,075 shares worth $49M. The position accounts for 1.05% of the portfolio, ranked #17.

CSM Advisors first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $53.6M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • CSM Advisors held 370,075 shares of Hartford Financial Services worth $49M as of Q2 2026.
  • CSM Advisors bought 60,483 Hartford Financial Services shares in Q2 2026, an estimated $8.09M.
  • Hartford Financial Services made up 1.05% of CSM Advisors's portfolio in Q2 2026, its #17 holding.
  • CSM Advisors first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Hartford Financial Services position peaked at $53.6M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.