EWM
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Empirical Wealth Management’s Hartford Financial Services HIG Stock Holding History

Empirical Wealth Management’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 		$4.73M Buy
35,667
+2,136
+6% +$286K 0.07% 169
2026
Q1 		$4.53M Buy
33,531
+3,073
+10% +$419K 0.08% 158
2025
Q4 		$4.2M Buy
30,458
+5,284
+21% +$697K 0.07% 161
2025
Q3 		$3.36M Buy
25,174
+13,138
+109% +$1.69M 0.07% 181
2025
Q2 		$1.53M Sell
12,036
-1,149
-9% -$143K 0.03% 262
2025
Q1 		$1.63M Sell
13,185
-25,063
-66% -$2.87M 0.04% 237
2024
Q4 		$4.18M Buy
38,248
+2,530
+7% +$293K 0.11% 126
2024
Q3 		$4.2M Buy
35,718
+3,132
+10% +$343K 0.12% 128
2024
Q2 		$3.28M Buy
32,586
+500
+2% +$50.2K 0.1% 134
2024
Q1 		$3.31M Buy
32,086
+2,516
+9% +$231K 0.1% 133
2023
Q4 		$2.38M Buy
29,570
+2,254
+8% +$170K 0.08% 153
2023
Q3 		$1.94M Buy
27,316
+3,247
+13% +$236K 0.08% 160
2023
Q2 		$1.73M Buy
24,069
+12,144
+102% +$853K 0.07% 173
2023
Q1 		$831K Buy
11,925
+1,280
+12% +$95.1K 0.04% 247
2022
Q4 		$807K Buy
10,645
+405
+4% +$29.2K 0.04% 239
2022
Q3 		$634K Buy
10,240
+3,346
+49% +$218K 0.03% 259
2022
Q2 		$451K Buy
+6,894
New +$483K 0.02% 315
2021
Q4 		– Sell
-3,927
Closed -$276K – 526
2021
Q3 		$276K Sell
3,927
-1,117
-22% -$73.8K 0.02% 391
2021
Q2 		$313K Buy
5,044
+1,711
+51% +$112K 0.02% 362
2021
Q1 		$223K Buy
+3,333
New +$180K 0.02% 357

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Empirical Wealth Management's HIG Position: Q2 2026 in Review

Empirical Wealth Management increased its Hartford Financial Services (HIG) stake by 6.4% in Q2 2026, buying an estimated $286K and bringing the position to 35,667 shares worth $4.73M. The position accounts for 0.07% of the portfolio, ranked #169.

Empirical Wealth Management first reported a position in HIG in Q1 2021 and has held it in 20 quarters since. 160 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Empirical Wealth Management held 35,667 shares of Hartford Financial Services worth $4.73M as of Q2 2026.
  • Empirical Wealth Management bought 2,136 Hartford Financial Services shares in Q2 2026, an estimated $286K.
  • Hartford Financial Services made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Empirical Wealth Management first reported a position in Hartford Financial Services in Q1 2021 and has held it in 20 quarters since.
  • 160 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.