Halbert Hargrove Global Advisors
HIG icon

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
Q3 		$65.2K Sell
533
-1
-0.2% -$137 ﹤0.01% 183
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

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

Halbert Hargrove Global Advisors's HIG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Hartford Financial Services (HIG) stake by 0.19% in Q3 2026, selling an estimated $137 and leaving 533 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Halbert Hargrove Global Advisors first reported a position in HIG in Q3 2014 and has held it in 12 quarters since. The position peaked at $438K in Q1 2015. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Halbert Hargrove Global Advisors held 533 shares of Hartford Financial Services worth $65.2K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 1 Hartford Financial Services share in Q3 2026, an estimated $137.
  • Hartford Financial Services made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #183 holding.
  • Halbert Hargrove Global Advisors first reported a position in Hartford Financial Services in Q3 2014 and has held it in 12 quarters since.
  • Halbert Hargrove Global Advisors's Hartford Financial Services position peaked at $438K in Q1 2015.
  • 660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.