NorthCrest Asset Manangement’s Hartford Financial Services HIG Stock Holding History

NorthCrest Asset Manangement’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	$2.02M	Buy	14,595 +2,902	+25%	+$388K	0.05%	244
2026 Q1	$1.59M	Sell	11,693 -3,165	-21%	-$432K	0.05%	255
2025 Q4	$2.05M	Buy	14,858 +266	+2%	+$35.1K	0.05%	250
2025 Q3	$1.95M	Buy	14,592 +575	+4%	+$73.7K	0.05%	231
2025 Q2	$1.75M	Buy	14,017 +568	+4%	+$70.6K	0.05%	223
2025 Q1	$1.66M	Buy	13,449 +163	+1%	+$18.7K	0.05%	228
2024 Q4	$1.45M	Buy	13,286 +105	+0.8%	+$12.2K	0.04%	241
2024 Q3	$1.55M	Hold	13,181	–	–	0.05%	233
2024 Q2	$1.33M	Sell	13,181 -196	-1%	-$19.7K	0.04%	238
2024 Q1	$1.38M	Buy	13,377 +246	+2%	+$22.6K	0.05%	238
2023 Q4	$1.06M	Hold	13,131	–	–	0.04%	259
2023 Q3	$931K	Sell	13,131 -307	-2%	-$22.3K	0.04%	265
2023 Q2	$968K	Buy	13,438 +6	+0%	+$421	0.04%	271
2023 Q1	$936K	Buy	13,432 +346	+3%	+$25.7K	0.04%	273
2022 Q4	$992K	Buy	13,086 +3,000	+30%	+$216K	0.06%	191
2022 Q3	$625K	Sell	10,086 -76	-0.7%	-$4.95K	0.03%	267
2022 Q2	$665K	Hold	10,162	–	–	0.03%	266
2022 Q1	$730K	Buy	10,162 +200	+2%	+$14.1K	0.03%	244
2021 Q4	$688K	Buy	+9,962	New	+$703K	0.04%	274

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NorthCrest Asset Manangement's HIG Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Hartford Financial Services (HIG) stake by 25% in Q2 2026, buying an estimated $388K and bringing the position to 14,595 shares worth $2.02M. The position accounts for 0.05% of the portfolio, ranked #244.

NorthCrest Asset Manangement first reported a position in HIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q4 2025. 663 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

NorthCrest Asset Manangement held 14,595 shares of Hartford Financial Services worth $2.02M as of Q2 2026.
NorthCrest Asset Manangement bought 2,902 Hartford Financial Services shares in Q2 2026, an estimated $388K.
Hartford Financial Services made up 0.05% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #244 holding.
NorthCrest Asset Manangement first reported a position in Hartford Financial Services in Q4 2021 and has held it in 19 quarters since.
NorthCrest Asset Manangement's Hartford Financial Services position peaked at $2.05M in Q4 2025.
663 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.