InceptionR’s Hartford Financial Services HIG Stock Holding History

InceptionR’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	$1.65M	Buy	+12,461	New	+$1.67M	0.41%	26
2025 Q4	–	Sell	-5,483	Closed	-$731K	–	714
2025 Q3	$731K	Sell	5,483 -7,901	-59%	-$1.01M	0.18%	207
2025 Q2	$1.7M	Buy	13,384 +4,927	+58%	+$612K	0.39%	43
2025 Q1	$1.05M	Sell	8,457 -1,026	-11%	-$118K	0.31%	96
2024 Q4	$1.04M	Buy	9,483 +6,099	+180%	+$707K	0.23%	150
2024 Q3	$398K	Sell	3,384 -5,608	-62%	-$615K	0.1%	384
2024 Q2	$904K	Buy	+8,992	New	+$903K	0.26%	124
2023 Q4	–	Sell	-11,789	Closed	-$836K	–	434
2023 Q3	$836K	Buy	+11,789	New	+$856K	0.47%	38
2023 Q1	–	Sell	-3,560	Closed	-$270K	–	495
2022 Q4	$270K	Buy	+3,560	New	+$256K	0.14%	296

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

InceptionR's HIG Position: Q2 2026 in Review

InceptionR opened a new position in Hartford Financial Services (HIG) in Q2 2026: 12,461 shares worth $1.65M. The stake represents 0.41% of the portfolio and ranks #26 among its holdings. This is a return to the name: InceptionR previously reported a position in HIG as recently as Q3 2025.

InceptionR first reported a position in HIG in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.7M in Q2 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

InceptionR held 12,461 shares of Hartford Financial Services worth $1.65M as of Q2 2026.
Hartford Financial Services was a new InceptionR position in Q2 2026.
Hartford Financial Services made up 0.41% of InceptionR's portfolio in Q2 2026, its #26 holding.
InceptionR first reported a position in Hartford Financial Services in Q4 2022 and has held it in 9 quarters since.
InceptionR's Hartford Financial Services position peaked at $1.7M in Q2 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.