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Investment Research Partners’s Hartford Financial Services HIG Stock Holding History

Investment Research Partners’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 		– Sell
-1,479
Closed -$200K – 285
2026
Q1 		$200K Hold
1,479
– – 0.08% 237
2025
Q4 		$204K Buy
+1,479
New +$195K 0.09% 222

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Investment Research Partners's HIG Position: Q2 2026 in Review

Investment Research Partners sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 1,479 shares — an estimated $200K sold.

Investment Research Partners first reported a position in HIG in Q4 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 863 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Investment Research Partners reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Investment Research Partners sold 1,479 Hartford Financial Services shares in Q2 2026, an estimated $200K.
  • Investment Research Partners first reported a position in Hartford Financial Services in Q4 2025 and held it in 2 quarters.
  • Investment Research Partners's Hartford Financial Services position peaked at $204K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.