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Edgestream Partners’s Hartford Financial Services HIG Stock Holding History

Edgestream 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 		$4.84M Buy
36,555
+33,883
+1,268% +$4.53M 0.14% 254
2026
Q1 		$361K Sell
2,672
-6,087
-69% -$831K 0.01% 780
2025
Q4 		$1.21M Sell
8,759
-5,371
-38% -$709K 0.03% 649
2025
Q3 		$1.88M Buy
+14,130
New +$1.81M 0.06% 543
2025
Q2 		– Sell
-4,268
Closed -$528K – 931
2025
Q1 		$528K Buy
+4,268
New +$489K 0.02% 692
2024
Q4 		– Sell
-7,039
Closed -$828K – 950
2024
Q3 		$828K Buy
7,039
+3,905
+125% +$428K 0.04% 608
2024
Q2 		$315K Buy
3,134
+764
+32% +$76.7K 0.02% 738
2024
Q1 		$244K Sell
2,370
-5,344
-69% -$490K 0.01% 752
2023
Q4 		$620K Sell
7,714
-13,569
-64% -$1.02M 0.04% 558
2023
Q3 		$1.51M Buy
+21,283
New +$1.54M 0.12% 272
2023
Q1 		– Sell
-10,368
Closed -$786K – 596
2022
Q4 		$786K Buy
+10,368
New +$746K 0.09% 292
2021
Q3 		– Sell
-6,375
Closed -$395K – 534
2021
Q2 		$395K Sell
6,375
-71,410
-92% -$4.68M 0.02% 371
2021
Q1 		$5.2M Buy
77,785
+67,700
+671% +$3.66M 0.29% 138
2020
Q4 		$494K Sell
10,085
-115,187
-92% -$4.97M 0.02% 327
2020
Q3 		$4.62M Sell
125,272
-36,980
-23% -$1.47M 0.3% 113
2020
Q2 		$6.25M Sell
162,252
-8,995
-5% -$343K 0.33% 85
2020
Q1 		$6.04M Buy
171,247
+46,023
+37% +$2.4M 0.56% 51
2019
Q4 		$7.61M Buy
+125,224
New +$7.51M 0.4% 85
2018
Q4 		– Sell
-12,232
Closed -$611K – 256
2018
Q3 		$611K Buy
+12,232
New +$629K 0.1% 174

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

Edgestream Partners's HIG Position: Q2 2026 in Review

Edgestream Partners increased its Hartford Financial Services (HIG) stake by 1,268% in Q2 2026, buying an estimated $4.53M and bringing the position to 36,555 shares worth $4.84M. The position accounts for 0.14% of the portfolio, ranked #254.

Edgestream Partners first reported a position in HIG in Q3 2018 and has held it in 19 quarters since. The position peaked at $7.61M in Q4 2019. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Edgestream Partners held 36,555 shares of Hartford Financial Services worth $4.84M as of Q2 2026.
  • Edgestream Partners bought 33,883 Hartford Financial Services shares in Q2 2026, an estimated $4.53M.
  • Hartford Financial Services made up 0.14% of Edgestream Partners's portfolio in Q2 2026, its #254 holding.
  • Edgestream Partners first reported a position in Hartford Financial Services in Q3 2018 and has held it in 19 quarters since.
  • Edgestream Partners's Hartford Financial Services position peaked at $7.61M in Q4 2019.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.