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

McLean 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 		$251K Sell
1,769
-12
-0.7% -$1.6K 0.03% 157
2026
Q1 		$241K Buy
1,781
+8
+0.5% +$1.09K 0.04% 151
2025
Q4 		$234K Sell
1,773
-11
-0.6% -$1.45K 0.04% 157
2025
Q3 		$236K Sell
1,784
-79
-4% -$10.1K 0.05% 158
2025
Q2 		$229K Buy
1,863
+31
+2% +$3.85K 0.06% 150
2025
Q1 		$202K Buy
+1,832
New +$210K 0.07% 149
2024
Q4 		– Sell
-1,766
Closed -$208K – 160
2024
Q3 		$208K Buy
+1,766
New +$194K 0.06% 158

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

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

McLean Asset Management reduced its Hartford Financial Services (HIG) stake by 0.67% in Q2 2026, selling an estimated $1.6K and leaving 1,769 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #157.

McLean Asset Management first reported a position in HIG in Q3 2024 and has held it in 7 quarters since. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • McLean Asset Management held 1,769 shares of Hartford Financial Services worth $251K as of Q2 2026.
  • McLean Asset Management sold 12 Hartford Financial Services shares in Q2 2026, an estimated $1.6K.
  • Hartford Financial Services made up 0.03% of McLean Asset Management's portfolio in Q2 2026, its #157 holding.
  • McLean Asset Management first reported a position in Hartford Financial Services in Q3 2024 and has held it in 7 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.