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Keystone Financial Group (Kentucky)’s Hartford Financial Services HIG Stock Holding History

Keystone Financial Group (Kentucky)’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 		$287K Sell
2,169
-18
-0.8% -$2.41K 0.02% 448
2026
Q1 		$296K Buy
2,187
+19
+0.9% +$2.59K 0.02% 401
2025
Q4 		$299K Hold
2,168
– – 0.02% 354
2025
Q3 		$289K Hold
2,168
– – 0.02% 329
2025
Q2 		$275K Buy
2,168
+1
+0% +$124 0.02% 340
2025
Q1 		$268K Hold
2,167
– – 0.03% 319
2024
Q4 		$237K Hold
2,167
– – 0.02% 336
2024
Q3 		$255K Buy
2,167
+1
+0% +$110 0.03% 304
2024
Q2 		$218K Hold
2,166
– – 0.08% 150
2024
Q1 		$223K Buy
+2,166
New +$199K 0.03% 313

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

Keystone Financial Group (Kentucky)'s HIG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Hartford Financial Services (HIG) stake by 0.82% in Q2 2026, selling an estimated $2.41K and leaving 2,169 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #448.

Keystone Financial Group (Kentucky) first reported a position in HIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $299K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,169 shares of Hartford Financial Services worth $287K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 18 Hartford Financial Services shares in Q2 2026, an estimated $2.41K.
  • Hartford Financial Services made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #448 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Hartford Financial Services in Q1 2024 and has held it in 10 quarters since.
  • Keystone Financial Group (Kentucky)'s Hartford Financial Services position peaked at $299K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.