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Ellevest Inc’s Hartford Financial Services HIG Stock Holding History

Ellevest Inc’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 		– Sell
-1,621
Closed -$219K – 487
2026
Q1 		$219K Buy
1,621
+76
+5% +$10.4K 0.03% 399
2025
Q4 		$213K Sell
1,545
-476
-24% -$62.8K 0.03% 398
2025
Q3 		$270K Buy
2,021
+236
+13% +$30.3K 0.04% 354
2025
Q2 		$226K Sell
1,785
-181
-9% -$22.5K 0.04% 352
2025
Q1 		$243K Buy
1,966
+55
+3% +$6.31K 0.02% 337
2024
Q4 		$209K Sell
1,911
-111
-5% -$12.9K 0.01% 386
2024
Q3 		$238K Buy
+2,022
New +$222K 0.01% 372
2024
Q2 		– Sell
-1,944
Closed -$200K – 412
2024
Q1 		$200K Buy
+1,944
New +$178K 0.01% 382
2023
Q2 		– Sell
-1,874
Closed -$131K – 895
2023
Q1 		$131K Buy
1,874
+282
+18% +$20.9K 0.01% 399
2022
Q4 		$121K Buy
1,592
+586
+58% +$42.2K 0.01% 398
2022
Q3 		$62K Sell
1,006
-209
-17% -$13.6K 0.01% 521
2022
Q2 		$79K Buy
1,215
+655
+117% +$45.9K 0.01% 462
2022
Q1 		$40K Buy
560
+89
+19% +$6.28K ﹤0.01% 592
2021
Q4 		$33K Buy
471
+50
+12% +$3.53K ﹤0.01% 607
2021
Q3 		$30K Sell
421
-418
-50% -$27.6K ﹤0.01% 586
2021
Q2 		$52K Buy
839
+500
+147% +$32.8K 0.01% 474
2021
Q1 		$23K Buy
339
+20
+6% +$1.08K ﹤0.01% 627
2020
Q4 		$16K Sell
319
-46
-13% -$1.98K ﹤0.01% 665
2020
Q3 		$13K Sell
365
-48
-12% -$1.91K ﹤0.01% 603
2020
Q2 		$16K Buy
413
+190
+85% +$7.24K ﹤0.01% 522
2020
Q1 		$8K Buy
+223
New +$11.6K ﹤0.01% 587

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

Ellevest Inc's HIG Position: Q2 2026 in Review

Ellevest Inc sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 1,621 shares — an estimated $219K sold.

Ellevest Inc first reported a position in HIG in Q1 2020 and held it in 21 quarters. The position peaked at $270K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Ellevest Inc reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Ellevest Inc sold 1,621 Hartford Financial Services shares in Q2 2026, an estimated $219K.
  • Ellevest Inc first reported a position in Hartford Financial Services in Q1 2020 and held it in 21 quarters.
  • Ellevest Inc's Hartford Financial Services position peaked at $270K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.