Freestone Capital Holdings
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Freestone Capital Holdings’s Hartford Financial Services HIG Stock Holding History

Freestone Capital Holdings’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
Q3 		– Sell
-1,968
Closed -$261K – 587
2026
Q2 		$261K Buy
+1,968
New +$263K 0.01% 514
2022
Q2 		– Sell
-3,083
Closed -$221K – 496
2022
Q1 		$221K Buy
+3,083
New +$217K 0.01% 523

Other funds holding HIG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Freestone Capital Holdings's HIG Position: Q3 2026 in Review

Freestone Capital Holdings sold out of Hartford Financial Services (HIG) in Q3 2026, closing a stake of 1,968 shares — an estimated $261K sold.

Freestone Capital Holdings first reported a position in HIG in Q1 2022 and held it in 2 quarters. The position peaked at $261K in Q2 2026. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Freestone Capital Holdings reported no remaining Hartford Financial Services position as of Q3 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,968 Hartford Financial Services shares in Q3 2026, an estimated $261K.
  • Freestone Capital Holdings first reported a position in Hartford Financial Services in Q1 2022 and held it in 2 quarters.
  • Freestone Capital Holdings's Hartford Financial Services position peaked at $261K in Q2 2026.
  • 660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.