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Evercore Wealth Management’s Hartford Financial Services HIG Stock Holding History

Evercore 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 		$279K Hold
2,107
– – ﹤0.01% 346
2026
Q1 		$285K Hold
2,107
– – ﹤0.01% 339
2025
Q4 		$290K Hold
2,107
– – ﹤0.01% 343
2025
Q3 		$281K Sell
2,107
-106
-5% -$13.6K ﹤0.01% 357
2025
Q2 		$281K Hold
2,213
– – ﹤0.01% 344
2025
Q1 		$274K Hold
2,213
– – ﹤0.01% 350
2024
Q4 		$242K Hold
2,213
– – ﹤0.01% 374
2024
Q3 		$260K Hold
2,213
– – ﹤0.01% 362
2024
Q2 		$222K Hold
2,213
– – ﹤0.01% 379
2024
Q1 		$228K Buy
+2,213
New +$203K ﹤0.01% 385
2018
Q1 		– Sell
-3,136
Closed -$176K – 533
2017
Q4 		$176K Hold
3,136
– – 0.01% 381
2017
Q3 		$174K Hold
3,136
– – 0.01% 385
2017
Q2 		$165K Hold
3,136
– – 0.01% 391
2017
Q1 		$151K Sell
3,136
-31
-1% -$1.5K 0.01% 416
2016
Q4 		$151K Sell
3,167
-2,176
-41% -$99.8K 0.01% 424
2016
Q3 		$228K Sell
5,343
-6
-0.1% -$251 0.01% 350
2016
Q2 		$238K Buy
5,349
+108
+2% +$4.82K 0.01% 330
2016
Q1 		$242K Buy
5,241
+540
+11% +$22.7K 0.01% 323
2015
Q4 		$205K Buy
4,701
+2,974
+172% +$136K 0.01% 362
2015
Q3 		$80K Buy
1,727
+103
+6% +$4.76K ﹤0.01% 520
2015
Q2 		$68K Hold
1,624
– – ﹤0.01% 586
2015
Q1 		$68K Sell
1,624
-71
-4% -$2.91K ﹤0.01% 592
2014
Q4 		$71K Buy
1,695
+807
+91% +$31.9K ﹤0.01% 511
2014
Q3 		$34K Buy
888
+525
+145% +$19K ﹤0.01% 660
2014
Q2 		$13K Buy
+363
New +$12.8K ﹤0.01% 800
2013
Q4 		– Sell
-51
Closed -$2K – 907
2013
Q3 		$2K Buy
+51
New +$1.59K ﹤0.01% 954

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

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

Evercore Wealth Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 2,107 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Evercore Wealth Management first reported a position in HIG in Q3 2013 and has held it in 26 quarters since. The position peaked at $290K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Evercore Wealth Management held 2,107 shares of Hartford Financial Services worth $279K as of Q2 2026.
  • Evercore Wealth Management left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Evercore Wealth Management first reported a position in Hartford Financial Services in Q3 2013 and has held it in 26 quarters since.
  • Evercore Wealth Management's Hartford Financial Services position peaked at $290K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.