Family Management’s Hartford Financial Services HIG Stock Holding History

Family 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	$314K	Buy	+2,368	New	+$317K	0.03%	219
2025 Q1	–	Sell	-17,960	Closed	-$1.91M	–	225
2024 Q4	$1.91M	Sell	17,960 -8,912	-33%	-$1.03M	0.31%	67
2024 Q3	$3.16M	Buy	+26,872	New	+$2.95M	0.52%	50
2016 Q4	–	Sell	-54,250	Closed	-$2.32M	–	74
2016 Q3	$2.32M	Buy	+54,250	New	+$2.27M	1.31%	27
2015 Q1	–	Sell	-94,950	Closed	-$3.96M	–	86
2014 Q4	$3.96M	Sell	94,950 -52,875	-36%	-$2.09M	1.8%	24
2014 Q3	$5.51M	Sell	147,825 -1,450	-1%	-$52.5K	2.51%	13
2014 Q2	$5.35M	Buy	149,275 +30,650	+26%	+$1.08M	2.6%	14
2014 Q1	$4.18M	Buy	118,625 +41,275	+53%	+$1.44M	2.18%	21
2013 Q4	$2.8M	Buy	+77,350	New	+$2.66M	1.61%	28

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

Family Management's HIG Position: Q2 2026 in Review

Family Management opened a new position in Hartford Financial Services (HIG) in Q2 2026: 2,368 shares worth $314K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings. This is a return to the name: Family Management previously reported a position in HIG as recently as Q4 2024.

Family Management first reported a position in HIG in Q4 2013 and has held it in 9 quarters since. The position peaked at $5.51M in Q3 2014. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Family Management held 2,368 shares of Hartford Financial Services worth $314K as of Q2 2026.
Hartford Financial Services was a new Family Management position in Q2 2026.
Hartford Financial Services made up 0.03% of Family Management's portfolio in Q2 2026, its #219 holding.
Family Management first reported a position in Hartford Financial Services in Q4 2013 and has held it in 9 quarters since.
Family Management's Hartford Financial Services position peaked at $5.51M in Q3 2014.
1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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