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Lifestyle Asset Management’s Hartford Financial Services HIG Stock Holding History

Lifestyle Asset Management’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 		$2M Buy
15,115
+669
+5% +$89.5K 0.54% 46
2026
Q1 		$1.95M Buy
14,446
+1,280
+10% +$175K 0.64% 39
2025
Q4 		$1.81M Buy
13,166
+1,281
+11% +$169K 0.59% 47
2025
Q3 		$1.59M Buy
11,885
+1,815
+18% +$233K 0.54% 52
2025
Q2 		$1.28M Buy
10,070
+37
+0.4% +$4.6K 0.6% 35
2025
Q1 		$1.24M Sell
10,033
-1,466
-13% -$168K 0.68% 27
2024
Q4 		$1.26M Buy
11,499
+98
+0.9% +$11.4K 0.69% 28
2024
Q3 		$1.34M Buy
11,401
+25
+0.2% +$2.74K 0.74% 22
2024
Q2 		$1.14M Sell
11,376
-1,424
-11% -$143K 0.66% 29
2024
Q1 		$1.32M Sell
12,800
-2,332
-15% -$214K 0.78% 25
2023
Q4 		$1.22M Sell
15,132
-83
-0.5% -$6.25K 0.68% 29
2023
Q3 		$1.08M Buy
15,215
+421
+3% +$30.6K 0.65% 30
2023
Q2 		$1.07M Buy
14,794
+86
+0.6% +$6.04K 0.64% 30
2023
Q1 		$1.03M Buy
14,708
+839
+6% +$62.3K 0.69% 32
2022
Q4 		$1.05M Buy
+13,869
New +$998K 0.84% 22

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

Lifestyle Asset Management's HIG Position: Q2 2026 in Review

Lifestyle Asset Management increased its Hartford Financial Services (HIG) stake by 4.6% in Q2 2026, buying an estimated $89.5K and bringing the position to 15,115 shares worth $2M. The position accounts for 0.54% of the portfolio, ranked #46.

Lifestyle Asset Management first reported a position in HIG in Q4 2022 and has held it in 15 quarters since. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Lifestyle Asset Management held 15,115 shares of Hartford Financial Services worth $2M as of Q2 2026.
  • Lifestyle Asset Management bought 669 Hartford Financial Services shares in Q2 2026, an estimated $89.5K.
  • Hartford Financial Services made up 0.54% of Lifestyle Asset Management's portfolio in Q2 2026, its #46 holding.
  • Lifestyle Asset Management first reported a position in Hartford Financial Services in Q4 2022 and has held it in 15 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.