MFG
HIG icon

Merit Financial Group’s Hartford Financial Services HIG Stock Holding History

Merit Financial Group’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 		$1.76M Buy
13,311
+1,343
+11% +$180K 0.01% 805
2026
Q1 		$1.62M Buy
11,968
+345
+3% +$47.1K 0.01% 770
2025
Q4 		$1.6M Buy
11,623
+1,164
+11% +$154K 0.01% 728
2025
Q3 		$1.4M Buy
10,459
+438
+4% +$56.2K 0.01% 707
2025
Q2 		$1.27M Buy
10,021
+1,704
+20% +$212K 0.01% 681
2025
Q1 		$1.03M Buy
8,317
+1,239
+18% +$142K 0.02% 643
2024
Q4 		$774K Buy
7,078
+5,064
+251% +$587K 0.01% 574
2024
Q3 		$237K Sell
2,014
-2,000
-50% -$219K 0.01% 739
2024
Q2 		$404K Sell
4,014
-310
-7% -$31.1K 0.01% 635
2024
Q1 		$423K Sell
4,324
-528
-11% -$48.4K 0.01% 600
2023
Q4 		$390K Sell
4,852
-712
-13% -$53.6K 0.01% 546
2023
Q3 		$395K Buy
5,564
+55
+1% +$3.99K 0.01% 512
2023
Q2 		$397K Buy
5,509
+1,186
+27% +$83.3K 0.01% 518
2023
Q1 		$301K Buy
4,323
+333
+8% +$24.7K 0.01% 510
2022
Q4 		$303K Buy
+3,990
New +$287K 0.01% 539

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

Merit Financial Group's HIG Position: Q2 2026 in Review

Merit Financial Group increased its Hartford Financial Services (HIG) stake by 11% in Q2 2026, buying an estimated $180K and bringing the position to 13,311 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #805.

Merit Financial Group first reported a position in HIG in Q4 2022 and has held it in 15 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Merit Financial Group held 13,311 shares of Hartford Financial Services worth $1.76M as of Q2 2026.
  • Merit Financial Group bought 1,343 Hartford Financial Services shares in Q2 2026, an estimated $180K.
  • Hartford Financial Services made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #805 holding.
  • Merit Financial Group first reported a position in Hartford Financial Services in Q4 2022 and has held it in 15 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.