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Essex Financial Services’s Hartford Financial Services HIG Stock Holding History

Essex Financial Services’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 		$217K Sell
1,640
-598
-27% -$80K 0.01% 770
2026
Q1 		$303K Buy
+2,238
New +$305K 0.02% 612
2017
Q4 		– Sell
-6,240
Closed -$346K – 291
2017
Q3 		$346K Hold
6,240
– – 0.09% 190
2017
Q2 		$328K Buy
+6,240
New +$309K 0.07% 253

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

Essex Financial Services's HIG Position: Q2 2026 in Review

Essex Financial Services reduced its Hartford Financial Services (HIG) stake by 27% in Q2 2026, selling an estimated $80K and leaving 1,640 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #770.

Essex Financial Services first reported a position in HIG in Q2 2017 and has held it in 4 quarters since. The position peaked at $346K in Q3 2017. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Essex Financial Services held 1,640 shares of Hartford Financial Services worth $217K as of Q2 2026.
  • Essex Financial Services sold 598 Hartford Financial Services shares in Q2 2026, an estimated $80K.
  • Hartford Financial Services made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #770 holding.
  • Essex Financial Services first reported a position in Hartford Financial Services in Q2 2017 and has held it in 4 quarters since.
  • Essex Financial Services's Hartford Financial Services position peaked at $346K in Q3 2017.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.