Icon Advisers’s Hartford Financial Services HIG Stock Holding History

Icon Advisers’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	$1.29M	Sell	9,720 -2,300	-19%	-$308K	0.24%	128
2026 Q1	$1.63M	Hold	12,020	–	–	0.38%	94
2025 Q4	$1.66M	Hold	12,020	–	–	0.36%	107
2025 Q3	$1.6M	Hold	12,020	–	–	0.35%	104
2025 Q2	$1.52M	Sell	12,020 -3,480	-22%	-$432K	0.35%	105
2025 Q1	$1.92M	Hold	15,500	–	–	0.45%	92
2024 Q4	$1.7M	Hold	15,500	–	–	0.38%	105
2024 Q3	$1.82M	Buy	15,500 +2,600	+20%	+$285K	0.38%	103
2024 Q2	$1.29M	Hold	12,900	–	–	0.29%	124
2024 Q1	$1.32M	Hold	12,900	–	–	0.29%	127
2023 Q4	$1.04M	Hold	12,900	–	–	0.24%	141
2023 Q3	$915K	Hold	12,900	–	–	0.23%	148
2023 Q2	$929K	Hold	12,900	–	–	0.24%	141
2023 Q1	$899K	Buy	+12,900	New	+$958K	0.23%	142
2020 Q1	–	Sell	-15,000	Closed	-$912K	–	278
2019 Q4	$912K	Hold	15,000	–	–	0.13%	197
2019 Q3	$909K	Sell	15,000 -7,400	-33%	-$433K	0.13%	202
2019 Q2	$1.25M	Buy	22,400 +3,500	+19%	+$185K	0.12%	180
2019 Q1	$940K	Hold	18,900	–	–	0.09%	201
2018 Q4	$840K	Hold	18,900	–	–	0.09%	201
2018 Q3	$944K	Buy	+18,900	New	+$971K	0.08%	211
2017 Q3	–	Sell	-20,400	Closed	-$1.07M	–	400
2017 Q2	$1.07M	Sell	20,400 -9,300	-31%	-$461K	0.07%	271
2017 Q1	$1.43M	Hold	29,700	–	–	0.1%	238
2016 Q4	$1.42M	Hold	29,700	–	–	0.1%	242
2016 Q3	$1.27M	Buy	+29,700	New	+$1.24M	0.08%	260

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Icon Advisers's HIG Position: Q2 2026 in Review

Icon Advisers reduced its Hartford Financial Services (HIG) stake by 19% in Q2 2026, selling an estimated $308K and leaving 9,720 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #128.

Icon Advisers first reported a position in HIG in Q3 2016 and has held it in 24 quarters since. The position peaked at $1.92M in Q1 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Icon Advisers held 9,720 shares of Hartford Financial Services worth $1.29M as of Q2 2026.
Icon Advisers sold 2,300 Hartford Financial Services shares in Q2 2026, an estimated $308K.
Hartford Financial Services made up 0.24% of Icon Advisers's portfolio in Q2 2026, its #128 holding.
Icon Advisers first reported a position in Hartford Financial Services in Q3 2016 and has held it in 24 quarters since.
Icon Advisers's Hartford Financial Services position peaked at $1.92M in Q1 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.