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Mitchell McLeod Pugh & Williams’s Hartford Financial Services HIG Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$413K Buy
3,118
+576
+23% +$77K 0.05% 233
2026
Q1 		$344K Sell
2,542
-999
-28% -$136K 0.05% 231
2025
Q4 		$505K Buy
+3,541
New +$467K 0.07% 195

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

Mitchell McLeod Pugh & Williams's HIG Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Hartford Financial Services (HIG) stake by 23% in Q2 2026, buying an estimated $77K and bringing the position to 3,118 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #233.

Mitchell McLeod Pugh & Williams first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $505K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 3,118 shares of Hartford Financial Services worth $413K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 576 Hartford Financial Services shares in Q2 2026, an estimated $77K.
  • Hartford Financial Services made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #233 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Mitchell McLeod Pugh & Williams's Hartford Financial Services position peaked at $505K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.