GIM
HIG icon

Goelzer Investment Management’s Hartford Financial Services HIG Stock Holding History

Goelzer Investment 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 		$1.27M Sell
9,598
-369
-4% -$49.3K 0.06% 159
2026
Q1 		$1.35M Buy
9,967
+1,165
+13% +$159K 0.07% 152
2025
Q4 		$1.21M Buy
+8,802
New +$1.16M 0.06% 147
2020
Q1 		– Sell
-86,398
Closed -$5.25M – 246
2019
Q4 		$5.25M Sell
86,398
-3,403
-4% -$204K 0.45% 68
2019
Q3 		$5.44M Sell
89,801
-452
-0.5% -$26.4K 0.5% 64
2019
Q2 		$5.03M Sell
90,253
-716
-0.8% -$37.8K 0.46% 72
2019
Q1 		$4.52M Sell
90,969
-1,354
-1% -$64.3K 0.43% 78
2018
Q4 		$4.1M Buy
92,323
+400
+0.4% +$18K 0.53% 77
2018
Q3 		$4.59M Sell
91,923
-489
-0.5% -$25.1K 0.51% 83
2018
Q2 		$4.72M Sell
92,412
-2,401
-3% -$126K 0.55% 77
2018
Q1 		$4.88M Sell
94,813
-3,665
-4% -$201K 0.59% 72
2017
Q4 		$5.54M Buy
98,478
+2,308
+2% +$129K 0.62% 62
2017
Q3 		$5.33M Sell
96,170
-297
-0.3% -$16.1K 0.63% 60
2017
Q2 		$5.07M Buy
96,467
+2,346
+2% +$116K 0.62% 59
2017
Q1 		$4.52M Buy
94,121
+3,435
+4% +$166K 0.56% 72
2016
Q4 		$4.32M Buy
90,686
+16,444
+22% +$754K 0.56% 70
2016
Q3 		$3.18M Sell
74,242
-1,765
-2% -$73.9K 0.43% 97
2016
Q2 		$3.37M Buy
76,007
+880
+1% +$39.3K 0.47% 87
2016
Q1 		$3.46M Sell
75,127
-195
-0.3% -$8.2K 0.49% 83
2015
Q4 		$3.27M Buy
75,322
+1,890
+3% +$86.7K 0.48% 88
2015
Q3 		$3.36M Buy
73,432
+360
+0.5% +$16.6K 0.53% 73
2015
Q2 		$3.04M Buy
73,072
+1,835
+3% +$76.6K 0.46% 98
2015
Q1 		$2.98M Sell
71,237
-664
-0.9% -$27.2K 0.45% 101
2014
Q4 		$3M Buy
71,901
+33,630
+88% +$1.33M 0.45% 105
2014
Q3 		$1.43M Buy
38,271
+1,436
+4% +$52K 0.24% 129
2014
Q2 		$1.32M Buy
+36,835
New +$1.3M 0.22% 129

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Goelzer Investment Management's HIG Position: Q2 2026 in Review

Goelzer Investment Management reduced its Hartford Financial Services (HIG) stake by 3.7% in Q2 2026, selling an estimated $49.3K and leaving 9,598 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #159.

Goelzer Investment Management first reported a position in HIG in Q2 2014 and has held it in 26 quarters since. The position peaked at $5.54M in Q4 2017. 303 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Goelzer Investment Management held 9,598 shares of Hartford Financial Services worth $1.27M as of Q2 2026.
  • Goelzer Investment Management sold 369 Hartford Financial Services shares in Q2 2026, an estimated $49.3K.
  • Hartford Financial Services made up 0.06% of Goelzer Investment Management's portfolio in Q2 2026, its #159 holding.
  • Goelzer Investment Management first reported a position in Hartford Financial Services in Q2 2014 and has held it in 26 quarters since.
  • Goelzer Investment Management's Hartford Financial Services position peaked at $5.54M in Q4 2017.
  • 303 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.