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EP Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

EP Wealth Advisors’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 		$2.29M Buy
17,253
+1,070
+7% +$143K 0.01% 549
2026
Q1 		$2.19M Sell
16,183
-800
-5% -$109K 0.01% 462
2025
Q4 		$2.34M Buy
+16,983
New +$2.24M 0.01% 410
2025
Q2 		$2.16M Buy
17,028
+417
+3% +$51.8K 0.01% 401
2025
Q1 		$2.06M Sell
16,611
-244
-1% -$28K 0.02% 365
2024
Q4 		$1.84M Sell
16,855
-489
-3% -$56.7K 0.02% 372
2024
Q3 		$2.04M Buy
17,344
+14,825
+589% +$1.63M 0.02% 356
2024
Q2 		$253K Buy
+2,519
New +$253K ﹤0.01% 699

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

EP Wealth Advisors's HIG Position: Q2 2026 in Review

EP Wealth Advisors increased its Hartford Financial Services (HIG) stake by 6.6% in Q2 2026, buying an estimated $143K and bringing the position to 17,253 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #549.

EP Wealth Advisors first reported a position in HIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.34M in Q4 2025. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • EP Wealth Advisors held 17,253 shares of Hartford Financial Services worth $2.29M as of Q2 2026.
  • EP Wealth Advisors bought 1,070 Hartford Financial Services shares in Q2 2026, an estimated $143K.
  • Hartford Financial Services made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #549 holding.
  • EP Wealth Advisors first reported a position in Hartford Financial Services in Q2 2024 and has held it in 8 quarters since.
  • EP Wealth Advisors's Hartford Financial Services position peaked at $2.34M in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.