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Fort Sheridan Advisors’s Hartford Financial Services HIG Stock Holding History

Fort Sheridan Advisors’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 		$225K Hold
1,699
– – 0.02% 274
2026
Q1 		$230K Buy
1,699
+3
+0.2% +$409 0.03% 259
2025
Q4 		$234K Buy
1,696
+3
+0.2% +$396 0.03% 242
2025
Q3 		$226K Sell
1,693
-197
-10% -$25.3K 0.03% 249
2025
Q2 		$240K Buy
1,890
+96
+5% +$11.9K 0.03% 229
2025
Q1 		$222K Buy
+1,794
New +$206K 0.03% 231

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

Fort Sheridan Advisors's HIG Position: Q2 2026 in Review

Fort Sheridan Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 1,699 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #274.

Fort Sheridan Advisors first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $240K in Q2 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Fort Sheridan Advisors held 1,699 shares of Hartford Financial Services worth $225K as of Q2 2026.
  • Fort Sheridan Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.02% of Fort Sheridan Advisors's portfolio in Q2 2026, its #274 holding.
  • Fort Sheridan Advisors first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Fort Sheridan Advisors's Hartford Financial Services position peaked at $240K in Q2 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.