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Davis Investment Partners’s Hartford Financial Services HIG Stock Holding History

Davis Investment Partners’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 		$225K Hold
1,700
– – 0.07% 165
2026
Q1 		$230K Hold
1,700
– – 0.08% 156
2025
Q4 		$233K Hold
1,700
– – 0.08% 145
2025
Q3 		$226K Hold
1,700
– – 0.08% 151
2025
Q2 		$215K Hold
1,700
– – 0.08% 157
2025
Q1 		$200K Buy
+1,700
New +$195K 0.09% 143

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

Davis Investment Partners's HIG Position: Q2 2026 in Review

Davis Investment Partners held its Hartford Financial Services (HIG) position steady in Q2 2026 at 1,700 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #165.

Davis Investment Partners first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $233K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Davis Investment Partners held 1,700 shares of Hartford Financial Services worth $225K as of Q2 2026.
  • Davis Investment Partners left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.07% of Davis Investment Partners's portfolio in Q2 2026, its #165 holding.
  • Davis Investment Partners first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Davis Investment Partners's Hartford Financial Services position peaked at $233K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.