Kovitz Investment Group Partners
HIG icon

Kovitz Investment Group Partners’s Hartford Financial Services HIG Stock Holding History

Kovitz Investment Group 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 		$1.32M Sell
9,933
-84
-0.8% -$11.2K 0.03% 277
2026
Q1 		$1.35M Sell
10,017
-2
-0% -$273 0.03% 279
2025
Q4 		$1.38M Sell
10,019
-14,891
-60% -$1.96M 0.03% 280
2025
Q3 		$3.32M Sell
24,910
-2,414
-9% -$310K 0.01% 536
2025
Q2 		$3.47M Buy
27,324
+516
+2% +$64.1K 0.01% 508
2025
Q1 		$3.32M Buy
26,808
+11,582
+76% +$1.33M 0.02% 480
2024
Q4 		$1.67M Buy
15,226
+3,255
+27% +$377K 0.01% 609
2024
Q3 		$1.08M Buy
11,971
+9,333
+354% +$1.02M 0.01% 609
2024
Q2 		$266K Buy
+2,638
New +$265K ﹤0.01% 753

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

Kovitz Investment Group Partners's HIG Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Hartford Financial Services (HIG) stake by 0.84% in Q2 2026, selling an estimated $11.2K and leaving 9,933 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #277.

Kovitz Investment Group Partners first reported a position in HIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.47M in Q2 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Kovitz Investment Group Partners held 9,933 shares of Hartford Financial Services worth $1.32M as of Q2 2026.
  • Kovitz Investment Group Partners sold 84 Hartford Financial Services shares in Q2 2026, an estimated $11.2K.
  • Hartford Financial Services made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #277 holding.
  • Kovitz Investment Group Partners first reported a position in Hartford Financial Services in Q2 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Hartford Financial Services position peaked at $3.47M in Q2 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.