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McElhenny Sheffield Capital Management’s Hartford Financial Services HIG Stock Holding History

McElhenny Sheffield Capital 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 		$327K Sell
2,465
-106
-4% -$14.2K 0.08% 71
2026
Q1 		$348K Buy
+2,571
New +$351K 0.09% 54
2024
Q3 		– Sell
-6,603
Closed -$664K – 104
2024
Q2 		$664K Sell
6,603
-753
-10% -$75.6K 0.23% 35
2024
Q1 		$758K Sell
7,356
-960
-12% -$88K 0.27% 26
2023
Q4 		$668K Buy
+8,316
New +$626K 0.27% 30

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

McElhenny Sheffield Capital Management's HIG Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its Hartford Financial Services (HIG) stake by 4.1% in Q2 2026, selling an estimated $14.2K and leaving 2,465 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #71.

McElhenny Sheffield Capital Management first reported a position in HIG in Q4 2023 and has held it in 5 quarters since. The position peaked at $758K in Q1 2024. 303 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • McElhenny Sheffield Capital Management held 2,465 shares of Hartford Financial Services worth $327K as of Q2 2026.
  • McElhenny Sheffield Capital Management sold 106 Hartford Financial Services shares in Q2 2026, an estimated $14.2K.
  • Hartford Financial Services made up 0.08% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #71 holding.
  • McElhenny Sheffield Capital Management first reported a position in Hartford Financial Services in Q4 2023 and has held it in 5 quarters since.
  • McElhenny Sheffield Capital Management's Hartford Financial Services position peaked at $758K in Q1 2024.
  • 303 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.