Edmond de Rothschild Holding’s Hartford Financial Services HIG Stock Holding History

Edmond de Rothschild Holding’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	$505K	Buy	3,807 +2,307	+154%	+$308K	0.01%	373
2026 Q1	$203K	Buy	+1,500	New	+$205K	﹤0.01%	377
2023 Q2	–	Sell	-2,206	Closed	-$154K	–	736
2023 Q1	$154K	Sell	2,206 -21,103	-91%	-$1.57M	﹤0.01%	465
2022 Q4	$1.77M	Sell	23,309 -2,557	-10%	-$184K	0.04%	262
2022 Q3	$1.6M	Buy	25,866 +6,480	+33%	+$422K	0.04%	264
2022 Q2	$1.27M	Buy	+19,386	New	+$1.36M	0.03%	316
2021 Q4	–	Sell	-300	Closed	-$21K	–	857
2021 Q3	$21K	Buy	+300	New	+$19.8K	﹤0.01%	745

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Edmond de Rothschild Holding's HIG Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Hartford Financial Services (HIG) stake by 154% in Q2 2026, buying an estimated $308K and bringing the position to 3,807 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #373.

Edmond de Rothschild Holding first reported a position in HIG in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2022. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Edmond de Rothschild Holding held 3,807 shares of Hartford Financial Services worth $505K as of Q2 2026.
Edmond de Rothschild Holding bought 2,307 Hartford Financial Services shares in Q2 2026, an estimated $308K.
Hartford Financial Services made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #373 holding.
Edmond de Rothschild Holding first reported a position in Hartford Financial Services in Q3 2021 and has held it in 7 quarters since.
Edmond de Rothschild Holding's Hartford Financial Services position peaked at $1.77M in Q4 2022.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.