Magnolia Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Magnolia Capital Advisors’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	$219K	Hold	1,650	–	–	0.04%	278
2026 Q1	$223K	Sell	1,650 -5	-0.3%	-$682	0.04%	263
2025 Q4	$228K	Hold	1,655	–	–	0.05%	248
2025 Q3	$221K	Hold	1,655	–	–	0.06%	217
2025 Q2	$210K	Sell	1,655 -19	-1%	-$2.36K	0.05%	226
2025 Q1	$207K	Buy	+1,674	New	+$192K	0.06%	217
2023 Q2	–	Sell	-3,623	Closed	-$252K	–	138
2023 Q1	$252K	Buy	3,623 +323	+10%	+$24K	0.13%	127
2022 Q4	$250K	Buy	+3,300	New	+$238K	0.17%	120

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 $3.38T AUM 44.17% 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

Magnolia Capital Advisors's HIG Position: Q2 2026 in Review

Magnolia Capital Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 1,650 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #278.

Magnolia Capital Advisors first reported a position in HIG in Q4 2022 and has held it in 8 quarters since. The position peaked at $252K in Q1 2023. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Magnolia Capital Advisors held 1,650 shares of Hartford Financial Services worth $219K as of Q2 2026.
Magnolia Capital Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.04% of Magnolia Capital Advisors's portfolio in Q2 2026, its #278 holding.
Magnolia Capital Advisors first reported a position in Hartford Financial Services in Q4 2022 and has held it in 8 quarters since.
Magnolia Capital Advisors's Hartford Financial Services position peaked at $252K in Q1 2023.
1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.