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Northwest & Ethical Investments’s Hartford Financial Services HIG Stock Holding History

Northwest & Ethical Investments’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 		$1.22M Sell
9,208
-7,293
-44% -$975K 0.03% 267
2026
Q1 		$2.23M Buy
+16,501
New +$2.25M 0.05% 250
2025
Q3 		– Sell
-5,500
Closed -$686K – 523
2025
Q2 		$686K Sell
5,500
-32,272
-85% -$4.01M 0.02% 369
2025
Q1 		$4.67M Buy
37,772
+9,569
+34% +$1.1M 0.13% 182
2024
Q4 		$3.09M Sell
28,203
-4,175
-13% -$484K 0.08% 218
2024
Q3 		$3.81M Sell
32,378
-15,578
-32% -$1.71M 0.1% 205
2024
Q2 		$4.82M Hold
47,956
– – 0.14% 177
2024
Q1 		$4.94M Buy
47,956
+39,084
+441% +$3.58M 0.14% 176
2023
Q4 		$713K Hold
8,872
– – 0.02% 286
2023
Q3 		$629K Buy
8,872
+106
+1% +$7.69K 0.02% 299
2023
Q2 		$631K Buy
+8,766
New +$616K 0.02% 307
2018
Q1 		– Sell
-39,152
Closed -$2.2M – 357
2017
Q4 		$2.2M Buy
39,152
+3,365
+9% +$188K 0.14% 204
2017
Q3 		$1.98M Buy
+35,787
New +$1.95M 0.12% 211

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

Northwest & Ethical Investments's HIG Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Hartford Financial Services (HIG) stake by 44% in Q2 2026, selling an estimated $975K and leaving 9,208 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #267.

Northwest & Ethical Investments first reported a position in HIG in Q3 2017 and has held it in 13 quarters since. The position peaked at $4.94M in Q1 2024. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Northwest & Ethical Investments held 9,208 shares of Hartford Financial Services worth $1.22M as of Q2 2026.
  • Northwest & Ethical Investments sold 7,293 Hartford Financial Services shares in Q2 2026, an estimated $975K.
  • Hartford Financial Services made up 0.03% of Northwest & Ethical Investments's portfolio in Q2 2026, its #267 holding.
  • Northwest & Ethical Investments first reported a position in Hartford Financial Services in Q3 2017 and has held it in 13 quarters since.
  • Northwest & Ethical Investments's Hartford Financial Services position peaked at $4.94M in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.