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Essential Partners’s Hartford Financial Services HIG Stock Holding History

Essential 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 		$5.7K Hold
43
– – ﹤0.01% 1485
2026
Q1 		$5.82K Hold
43
– – ﹤0.01% 1510
2025
Q4 		$5.92K Buy
43
+20
+87% +$2.64K ﹤0.01% 1359
2025
Q3 		$3.07K Sell
23
-1
-4% -$128 ﹤0.01% 1627
2025
Q2 		$3.04K Buy
+24
New +$2.98K ﹤0.01% 1199

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 $3.38T AUM 44.17% 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

Essential Partners's HIG Position: Q2 2026 in Review

Essential Partners held its Hartford Financial Services (HIG) position steady in Q2 2026 at 43 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Essential Partners first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.92K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Essential Partners held 43 shares of Hartford Financial Services worth $5.7K as of Q2 2026.
  • Essential Partners left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1485 holding.
  • Essential Partners first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Hartford Financial Services position peaked at $5.92K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.