Key Financial Inc’s Hartford Financial Services HIG Stock Holding History

Key Financial Inc’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	$47.3K	Hold	357	–	–	0.01%	547
2026 Q1	$48.3K	Sell	357 -5	-1%	-$682	0.01%	536
2025 Q4	$49.9K	Hold	362	–	–	0.01%	520
2025 Q3	$48.1K	Buy	362 +5	+1%	+$641	0.01%	528
2025 Q2	$45.3K	Hold	357	–	–	0.01%	514
2025 Q1	$44.2K	Hold	357	–	–	0.01%	499
2024 Q4	$39.1K	Buy	357 +300	+526%	+$34.8K	0.01%	520
2024 Q3	$6.7K	Buy	57 +8	+16%	+$877	﹤0.01%	893
2024 Q2	$4.93K	Hold	49	–	–	﹤0.01%	958
2024 Q1	$5.05K	Hold	49	–	–	﹤0.01%	938
2023 Q4	$3.94K	Hold	49	–	–	﹤0.01%	1001
2023 Q3	$3.48K	Hold	49	–	–	﹤0.01%	1031
2023 Q2	$3.53K	Hold	49	–	–	﹤0.01%	1066
2023 Q1	$3.42K	Hold	49	–	–	﹤0.01%	877
2022 Q4	$3.04K	Hold	49	–	–	﹤0.01%	883
2022 Q3	$3K	Hold	49	–	–	﹤0.01%	886
2022 Q2	$3K	Sell	49 -1,325	-96%	-$92.9K	﹤0.01%	885
2022 Q1	$99K	Buy	1,374 +1,325	+2,704%	+$93.4K	0.05%	249
2021 Q4	$3K	Hold	49	–	–	﹤0.01%	780
2021 Q3	$3K	Buy	+49	New	+$3.24K	﹤0.01%	762
2020 Q2	–	Sell	-515	Closed	-$18K	–	318
2020 Q1	$18K	Buy	+515	New	+$26.8K	0.02%	337

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

Key Financial Inc's HIG Position: Q2 2026 in Review

Key Financial Inc held its Hartford Financial Services (HIG) position steady in Q2 2026 at 357 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #547.

Key Financial Inc first reported a position in HIG in Q1 2020 and has held it in 21 quarters since. The position peaked at $99K in Q1 2022. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Key Financial Inc held 357 shares of Hartford Financial Services worth $47.3K as of Q2 2026.
Key Financial Inc left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #547 holding.
Key Financial Inc first reported a position in Hartford Financial Services in Q1 2020 and has held it in 21 quarters since.
Key Financial Inc's Hartford Financial Services position peaked at $99K in Q1 2022.
1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.