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BFC Planning, Inc.’s Hartford Financial Services HIG Stock Holding History

BFC Planning, Inc.’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 		$308K Sell
2,325
-1,779
-43% -$238K 0.01% 790
2026
Q1 		$555K Buy
4,104
+48
+1% +$6.55K 0.02% 531
2025
Q4 		$559K Buy
4,056
+128
+3% +$16.9K 0.02% 520
2025
Q3 		$524K Buy
3,928
+1,693
+76% +$217K 0.04% 371
2025
Q2 		$284K Buy
2,235
+8
+0.4% +$994 0.02% 505
2025
Q1 		$276K Sell
2,227
-1,506
-40% -$173K 0.02% 493
2024
Q4 		$408K Buy
+3,733
New +$433K 0.03% 389

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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 $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s HIG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Hartford Financial Services (HIG) stake by 43% in Q2 2026, selling an estimated $238K and leaving 2,325 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #790.

BFC Planning, Inc. first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • BFC Planning, Inc. held 2,325 shares of Hartford Financial Services worth $308K as of Q2 2026.
  • BFC Planning, Inc. sold 1,779 Hartford Financial Services shares in Q2 2026, an estimated $238K.
  • Hartford Financial Services made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #790 holding.
  • BFC Planning, Inc. first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Hartford Financial Services position peaked at $559K in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.