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Independent Financial Group’s Hartford Financial Services HIG Stock Holding History

Independent Financial Group’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 		$327K Sell
2,468
-12
-0.5% -$1.6K 0.01% 1198
2026
Q1 		$335K Buy
2,480
+60
+2% +$8.19K 0.01% 1108
2025
Q4 		$333K Buy
2,420
+23
+1% +$3.04K 0.01% 1094
2025
Q3 		$320K Hold
2,397
– – 0.01% 1061
2025
Q2 		$304K Buy
2,397
+66
+3% +$8.2K 0.01% 1022
2025
Q1 		$288K Buy
2,331
+148
+7% +$17K 0.01% 948
2024
Q4 		$239K Buy
+2,183
New +$253K 0.01% 1003

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Financial Group's HIG Position: Q2 2026 in Review

Independent Financial Group reduced its Hartford Financial Services (HIG) stake by 0.48% in Q2 2026, selling an estimated $1.6K and leaving 2,468 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1198.

Independent Financial Group first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q1 2026. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Independent Financial Group held 2,468 shares of Hartford Financial Services worth $327K as of Q2 2026.
  • Independent Financial Group sold 12 Hartford Financial Services shares in Q2 2026, an estimated $1.6K.
  • Hartford Financial Services made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1198 holding.
  • Independent Financial Group first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Hartford Financial Services position peaked at $335K in Q1 2026.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.