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Haven Private’s Hartford Financial Services HIG Stock Holding History

Haven Private’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 		$865K Sell
6,524
-320
-5% -$42.8K 0.33% 66
2026
Q1 		$926K Buy
6,844
+93
+1% +$12.7K 0.4% 55
2025
Q4 		$930K Buy
6,751
+71
+1% +$9.37K 0.41% 55
2025
Q3 		$891K Sell
6,680
-299
-4% -$38.3K 0.39% 57
2025
Q2 		$885K Buy
6,979
+223
+3% +$27.7K 0.39% 61
2025
Q1 		$836K Sell
6,756
-96
-1% -$11K 0.47% 54
2024
Q4 		$750K Buy
+6,852
New +$794K 0.42% 57

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 $1.88T 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

Haven Private's HIG Position: Q2 2026 in Review

Haven Private reduced its Hartford Financial Services (HIG) stake by 4.7% in Q2 2026, selling an estimated $42.8K and leaving 6,524 shares worth $865K. The position accounts for 0.33% of the portfolio, ranked #66.

Haven Private first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $930K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Haven Private held 6,524 shares of Hartford Financial Services worth $865K as of Q2 2026.
  • Haven Private sold 320 Hartford Financial Services shares in Q2 2026, an estimated $42.8K.
  • Hartford Financial Services made up 0.33% of Haven Private's portfolio in Q2 2026, its #66 holding.
  • Haven Private first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Haven Private's Hartford Financial Services position peaked at $930K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.