HHGA
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Halbert Hargrove Global Advisors’s Hartford Financial Services HIG Stock Holding History

Halbert Hargrove Global 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 		$70.8K Buy
534
+1
+0.2% +$134 ﹤0.01% 189
2026
Q1 		$72.1K Hold
533
– – ﹤0.01% 166
2025
Q4 		$73.4K Sell
533
-67
-11% -$8.84K ﹤0.01% 161
2025
Q3 		$80K Buy
600
+67
+13% +$8.59K ﹤0.01% 154
2025
Q2 		$67.6K Sell
533
-15
-3% -$1.86K ﹤0.01% 134
2025
Q1 		$67.8K Buy
548
+15
+3% +$1.72K ﹤0.01% 138
2024
Q4 		$58.3K Buy
+533
New +$61.8K ﹤0.01% 142
2015
Q3 		– Sell
-10,144
Closed -$422K – 127
2015
Q2 		$422K Sell
10,144
-336
-3% -$14K 0.1% 105
2015
Q1 		$438K Buy
10,480
+4,426
+73% +$181K 0.14% 107
2014
Q4 		$252K Sell
6,054
-208
-3% -$8.23K 0.13% 109
2014
Q3 		$233K Buy
+6,262
New +$227K 0.06% 124

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

Halbert Hargrove Global Advisors's HIG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Hartford Financial Services (HIG) stake by 0.19% in Q2 2026, buying an estimated $134 and bringing the position to 534 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Halbert Hargrove Global Advisors first reported a position in HIG in Q3 2014 and has held it in 11 quarters since. The position peaked at $438K in Q1 2015. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 534 shares of Hartford Financial Services worth $70.8K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 1 Hartford Financial Services share in Q2 2026, an estimated $134.
  • Hartford Financial Services made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #189 holding.
  • Halbert Hargrove Global Advisors first reported a position in Hartford Financial Services in Q3 2014 and has held it in 11 quarters since.
  • Halbert Hargrove Global Advisors's Hartford Financial Services position peaked at $438K in Q1 2015.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.