Ipsen Advisor Group’s Hartford Financial Services HIG Stock Holding History

Ipsen Advisor 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	$529K	Buy	3,993 +99	+3%	+$13.2K	0.34%	72
2026 Q1	$527K	Sell	3,894 -8	-0.2%	-$1.09K	0.37%	71
2025 Q4	$538K	Sell	3,902 -18	-0.5%	-$2.38K	0.38%	72
2025 Q3	$523K	Sell	3,920 -60	-2%	-$7.7K	0.38%	68
2025 Q2	$505K	Buy	3,980 +319	+9%	+$39.6K	0.38%	69
2025 Q1	$453K	Sell	3,661 -377	-9%	-$43.2K	0.39%	66
2024 Q4	$442K	Buy	+4,038	New	+$468K	0.38%	65

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

Ipsen Advisor Group's HIG Position: Q2 2026 in Review

Ipsen Advisor Group increased its Hartford Financial Services (HIG) stake by 2.5% in Q2 2026, buying an estimated $13.2K and bringing the position to 3,993 shares worth $529K. The position accounts for 0.34% of the portfolio, ranked #72.

Ipsen Advisor Group first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Ipsen Advisor Group held 3,993 shares of Hartford Financial Services worth $529K as of Q2 2026.
Ipsen Advisor Group bought 99 Hartford Financial Services shares in Q2 2026, an estimated $13.2K.
Hartford Financial Services made up 0.34% of Ipsen Advisor Group's portfolio in Q2 2026, its #72 holding.
Ipsen Advisor Group first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
Ipsen Advisor Group's Hartford Financial Services position peaked at $538K in Q4 2025.
1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.