Jones Financial Companies
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Jones Financial Companies’s Hartford Financial Services HIG Stock Holding History

Jones Financial Companies’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 		$3.53M Sell
26,404
-37,905
-59% -$5.07M ﹤0.01% 1346
2026
Q1 		$8.51M Buy
64,309
+53,538
+497% +$7.31M ﹤0.01% 876
2025
Q4 		$1.48M Sell
10,771
-735
-6% -$97K ﹤0.01% 1078
2025
Q3 		$1.53M Buy
11,506
+3,115
+37% +$400K ﹤0.01% 960
2025
Q2 		$1.05M Buy
8,391
+3,071
+58% +$382K ﹤0.01% 994
2025
Q1 		$651K Buy
5,320
+942
+22% +$108K ﹤0.01% 1023
2024
Q4 		$479K Buy
4,378
+1,259
+40% +$146K ﹤0.01% 1020
2024
Q3 		$365K Buy
3,119
+1,132
+57% +$124K ﹤0.01% 936
2024
Q2 		$200K Buy
1,987
+1,465
+281% +$147K ﹤0.01% 837
2024
Q1 		$53.8K Buy
522
+47
+10% +$4.31K ﹤0.01% 718
2023
Q4 		$38.2K Buy
475
+60
+14% +$4.52K ﹤0.01% 509
2023
Q3 		$29.4K Buy
415
+40
+11% +$2.9K ﹤0.01% 401
2023
Q2 		$27K Hold
375
– – ﹤0.01% 402
2023
Q1 		$26.1K Buy
375
+205
+121% +$15.2K ﹤0.01% 396
2022
Q4 		$13K Hold
170
– – ﹤0.01% 456
2022
Q3 		$11K Sell
170
-86
-34% -$5.6K ﹤0.01% 413
2022
Q2 		$17K Sell
256
-356
-58% -$25K ﹤0.01% 424
2022
Q1 		$44K Buy
612
+70
+13% +$4.94K ﹤0.01% 361
2021
Q4 		$37K Sell
542
-48
-8% -$3.39K ﹤0.01% 398
2021
Q3 		$41K Hold
590
– – ﹤0.01% 343
2021
Q2 		$37K Sell
590
-64
-10% -$4.19K ﹤0.01% 338
2021
Q1 		$44K Sell
654
-7
-1% -$378 ﹤0.01% 365
2020
Q4 		$32K Buy
+661
New +$28.5K ﹤0.01% 325
2013
Q4 		– Sell
-508
Closed -$16K – 376
2013
Q3 		$16K Hold
508
– – ﹤0.01% 451
2013
Q2 		$16K Buy
+508
New +$14.7K ﹤0.01% 507

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 $3.38T AUM 44.17% 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

Jones Financial Companies's HIG Position: Q2 2026 in Review

Jones Financial Companies reduced its Hartford Financial Services (HIG) stake by 59% in Q2 2026, selling an estimated $5.07M and leaving 26,404 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Jones Financial Companies first reported a position in HIG in Q2 2013 and has held it in 25 quarters since. The position peaked at $8.51M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Jones Financial Companies held 26,404 shares of Hartford Financial Services worth $3.53M as of Q2 2026.
  • Jones Financial Companies sold 37,905 Hartford Financial Services shares in Q2 2026, an estimated $5.07M.
  • Hartford Financial Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1346 holding.
  • Jones Financial Companies first reported a position in Hartford Financial Services in Q2 2013 and has held it in 25 quarters since.
  • Jones Financial Companies's Hartford Financial Services position peaked at $8.51M in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.