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

Evermay 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	$80.4K	Buy	+607	New	+$81.2K	0.01%	295
2024 Q1	–	Sell	-4	Closed	-$322	–	666
2023 Q4	$322	Buy	+4	New	+$301	﹤0.01%	648
2019 Q4	–	Sell	-3,449	Closed	-$209K	–	165
2019 Q3	$209K	Buy	+3,449	New	+$202K	0.06%	141
2018 Q1	–	Sell	-5,539	Closed	-$312K	–	140
2017 Q4	$312K	Sell	5,539 -400	-7%	-$22.3K	0.11%	98
2017 Q3	$329K	Hold	5,939	–	–	0.14%	63
2017 Q2	$312K	Hold	5,939	–	–	0.14%	60
2017 Q1	$285K	Buy	+5,939	New	+$287K	0.13%	70

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Evermay Wealth Management opened a new position in Hartford Financial Services (HIG) in Q2 2026: 607 shares worth $80.4K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in HIG as recently as Q4 2023.

Evermay Wealth Management first reported a position in HIG in Q1 2017 and has held it in 7 quarters since. The position peaked at $329K in Q3 2017. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Evermay Wealth Management held 607 shares of Hartford Financial Services worth $80.4K as of Q2 2026.
Hartford Financial Services was a new Evermay Wealth Management position in Q2 2026.
Hartford Financial Services made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #295 holding.
Evermay Wealth Management first reported a position in Hartford Financial Services in Q1 2017 and has held it in 7 quarters since.
Evermay Wealth Management's Hartford Financial Services position peaked at $329K in Q3 2017.
1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.