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IEQ Capital’s Hartford Financial Services HIG Stock Holding History

IEQ Capital’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
Q1 		– Sell
-1,741
Closed -$240K – 1978
2025
Q4 		$240K Buy
1,741
+59
+4% +$7.79K ﹤0.01% 1627
2025
Q3 		$224K Sell
1,682
-1,545
-48% -$198K ﹤0.01% 1639
2025
Q2 		$409K Sell
3,227
-6,380
-66% -$793K ﹤0.01% 1257
2025
Q1 		$1.19M Sell
9,607
-783
-8% -$89.8K 0.01% 709
2024
Q4 		$1.14M Sell
10,390
-1,491
-13% -$173K 0.01% 630
2024
Q3 		$1.4M Buy
11,881
+3,641
+44% +$399K 0.02% 452
2024
Q2 		$828K Buy
8,240
+972
+13% +$97.6K 0.01% 521
2024
Q1 		$749K Buy
7,268
+290
+4% +$26.6K 0.01% 522
2023
Q4 		$561K Buy
6,978
+23
+0.3% +$1.73K 0.01% 548
2023
Q3 		$493K Buy
6,955
+971
+16% +$70.5K 0.01% 572
2023
Q2 		$431K Sell
5,984
-436
-7% -$30.6K 0.01% 583
2023
Q1 		$447K Buy
6,420
+1,098
+21% +$81.5K 0.01% 608
2022
Q4 		$404K Buy
5,322
+89
+2% +$6.41K 0.01% 558
2022
Q3 		$324K Buy
5,233
+482
+10% +$31.4K 0.01% 646
2022
Q2 		$311K Buy
4,751
+39
+0.8% +$2.73K 0.01% 599
2022
Q1 		$338K Buy
4,712
+756
+19% +$53.3K 0.01% 604
2021
Q4 		$273K Buy
3,956
+37
+0.9% +$2.61K 0.01% 615
2021
Q3 		$275K Buy
+3,919
New +$259K 0.01% 585

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

IEQ Capital's HIG Position: Q1 2026 in Review

IEQ Capital sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 1,741 shares — an estimated $240K sold.

IEQ Capital first reported a position in HIG in Q3 2021 and held it in 18 quarters. The position peaked at $1.4M in Q3 2024. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • IEQ Capital reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 1,741 Hartford Financial Services shares in Q1 2026, an estimated $240K.
  • IEQ Capital first reported a position in Hartford Financial Services in Q3 2021 and held it in 18 quarters.
  • IEQ Capital's Hartford Financial Services position peaked at $1.4M in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.