CI
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CX Institutional’s Hartford Financial Services HIG Stock Holding History

CX Institutional’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
Q3 		$1.13M Buy
9,217
+94
+1% +$12.9K 0.03% 324
2026
Q2 		$1.21M Sell
9,123
-64
-0.7% -$8.56K 0.03% 309
2026
Q1 		$1.24M Buy
9,187
+5,527
+151% +$754K 0.04% 306
2025
Q4 		$504K Buy
3,660
+371
+11% +$49K 0.02% 418
2025
Q3 		$439K Buy
3,289
+71
+2% +$9.11K 0.01% 466
2025
Q2 		$408K Sell
3,218
-1,091
-25% -$136K 0.01% 421
2025
Q1 		$533K Sell
4,309
-1,405
-25% -$161K 0.02% 347
2024
Q4 		$625K Buy
5,714
+131
+2% +$15.2K 0.02% 313
2024
Q3 		$657K Buy
5,583
+28
+0.5% +$3.07K 0.03% 338
2024
Q2 		$558K Buy
5,555
+2,537
+84% +$255K 0.03% 353
2024
Q1 		$311K Buy
3,018
+238
+9% +$21.8K 0.02% 446
2023
Q4 		$223K Buy
+2,780
New +$209K 0.01% 470
2022
Q3 		– Sell
-787
Closed -$51K – 758
2022
Q2 		$51K Buy
+787
New +$55.2K ﹤0.01% 669
2021
Q4 		– Sell
-817
Closed -$57K – 586
2021
Q3 		$57K Buy
817
+147
+22% +$9.72K ﹤0.01% 556
2021
Q2 		$42K Sell
670
-12
-2% -$786 ﹤0.01% 591
2021
Q1 		$45K Buy
682
+23
+3% +$1.24K ﹤0.01% 508
2020
Q4 		$33K Buy
659
+37
+6% +$1.6K ﹤0.01% 515
2020
Q3 		$23K Sell
622
-47,540
-99% -$1.9M ﹤0.01% 511
2020
Q2 		$1.9M Buy
48,162
+11,139
+30% +$424K 0.25% 106
2020
Q1 		$1.3M Buy
37,023
+36,916
+34,501% +$1.92M 0.21% 119
2019
Q4 		$7K Hold
107
– – ﹤0.01% 489
2019
Q3 		$6K Buy
107
+8
+8% +$468 ﹤0.01% 544
2019
Q2 		$6K Buy
99
+15
+18% +$792 ﹤0.01% 574
2019
Q1 		$4K Buy
+84
New +$3.99K ﹤0.01% 589

Other funds holding HIG

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

CX Institutional's HIG Position: Q3 2026 in Review

CX Institutional increased its Hartford Financial Services (HIG) stake by 1% in Q3 2026, buying an estimated $12.9K and bringing the position to 9,217 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #324.

CX Institutional first reported a position in HIG in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.9M in Q2 2020. 44 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • CX Institutional held 9,217 shares of Hartford Financial Services worth $1.13M as of Q3 2026.
  • CX Institutional bought 94 Hartford Financial Services shares in Q3 2026, an estimated $12.9K.
  • Hartford Financial Services made up 0.03% of CX Institutional's portfolio in Q3 2026, its #324 holding.
  • CX Institutional first reported a position in Hartford Financial Services in Q1 2019 and has held it in 24 quarters since.
  • CX Institutional's Hartford Financial Services position peaked at $1.9M in Q2 2020.
  • 44 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.