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Oppenheimer & Co’s Hartford Financial Services HIG Stock Holding History

Oppenheimer & Co’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
Q1 		$691K Sell
5,112
-7
-0.1% -$955 0.01% 1046
2025
Q4 		$705K Sell
5,119
-301
-6% -$39.7K 0.01% 941
2025
Q3 		$723K Buy
5,420
+614
+13% +$78.7K 0.01% 1037
2025
Q2 		$610K Buy
4,806
+500
+12% +$62.1K 0.01% 1068
2025
Q1 		$533K Buy
4,306
+2,000
+87% +$229K 0.01% 1056
2024
Q4 		$252K Hold
2,306
– – ﹤0.01% 1353
2024
Q3 		$271K Buy
+2,306
New +$253K ﹤0.01% 1289
2024
Q2 		– Sell
-3,391
Closed -$349K – 1473
2024
Q1 		$349K Hold
3,391
– – 0.01% 1123
2023
Q4 		$273K Sell
3,391
-700
-17% -$52.7K 0.01% 1179
2023
Q3 		$290K Buy
4,091
+700
+21% +$50.8K 0.01% 1139
2023
Q2 		$244K Hold
3,391
– – ﹤0.01% 1227
2023
Q1 		$236K Sell
3,391
-600
-15% -$44.6K 0.01% 1201
2022
Q4 		$303K Sell
3,991
-4,900
-55% -$353K 0.01% 1087
2022
Q3 		$551K Sell
8,891
-4,100
-32% -$267K 0.01% 860
2022
Q2 		$850K Buy
12,991
+9,000
+226% +$631K 0.02% 746
2022
Q1 		$287K Sell
3,991
-104
-3% -$7.33K 0.01% 1217
2021
Q4 		$283K Buy
4,095
+704
+21% +$49.7K ﹤0.01% 1252
2021
Q3 		$239K Sell
3,391
-33
-1% -$2.18K ﹤0.01% 1316
2021
Q2 		$212K Hold
3,424
– – ﹤0.01% 1397
2021
Q1 		$229K Buy
+3,424
New +$185K ﹤0.01% 1296
2020
Q1 		– Sell
-4,312
Closed -$262K – 1248
2019
Q4 		$262K Sell
4,312
-320
-7% -$19.2K 0.01% 1072
2019
Q3 		$281K Sell
4,632
-3,164
-41% -$185K 0.01% 1007
2019
Q2 		$434K Buy
7,796
+1,805
+30% +$95.3K 0.01% 870
2019
Q1 		$297K Sell
5,991
-36
-0.6% -$1.71K 0.01% 1039
2018
Q4 		$268K Buy
6,027
+4
+0.1% +$180 0.01% 988
2018
Q3 		$301K Buy
6,023
+536
+10% +$27.5K 0.01% 1067
2018
Q2 		$280K Buy
+5,487
New +$287K 0.01% 1087
2017
Q1 		– Sell
-6,152
Closed -$293K – 1310
2016
Q4 		$293K Buy
6,152
+198
+3% +$9.08K 0.01% 1001
2016
Q3 		$255K Sell
5,954
-3,088
-34% -$129K 0.01% 1046
2016
Q2 		$402K Sell
9,042
-4,692
-34% -$209K 0.01% 866
2016
Q1 		$633K Sell
13,734
-10,599
-44% -$445K 0.02% 667
2015
Q4 		$1.06M Sell
24,333
-7,029
-22% -$322K 0.03% 536
2015
Q3 		$1.44M Buy
31,362
+6,991
+29% +$323K 0.04% 460
2015
Q2 		$1.01M Sell
24,371
-3,997
-14% -$167K 0.03% 623
2015
Q1 		$1.19M Buy
28,368
+4,688
+20% +$192K 0.03% 579
2014
Q4 		$987K Buy
23,680
+2,100
+10% +$83.1K 0.03% 606
2014
Q3 		$804K Sell
21,580
-2,279
-10% -$82.5K 0.02% 682
2014
Q2 		$854K Sell
23,859
-1,824
-7% -$64.2K 0.03% 668
2014
Q1 		$905K Buy
25,683
+4,066
+19% +$141K 0.03% 635
2013
Q4 		$783K Sell
21,617
-839
-4% -$28.9K 0.03% 651
2013
Q3 		$698K Sell
22,456
-1,916
-8% -$59.8K 0.02% 652
2013
Q2 		$753K Buy
+24,372
New +$703K 0.03% 591

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Oppenheimer & Co's HIG Position: Q1 2026 in Review

Oppenheimer & Co reduced its Hartford Financial Services (HIG) stake by 0.14% in Q1 2026, selling an estimated $955 and leaving 5,112 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #1046.

Oppenheimer & Co first reported a position in HIG in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.44M in Q3 2015. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Oppenheimer & Co held 5,112 shares of Hartford Financial Services worth $691K as of Q1 2026.
  • Oppenheimer & Co sold 7 Hartford Financial Services shares in Q1 2026, an estimated $955.
  • Hartford Financial Services made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1046 holding.
  • Oppenheimer & Co first reported a position in Hartford Financial Services in Q2 2013 and has held it in 42 quarters since.
  • Oppenheimer & Co's Hartford Financial Services position peaked at $1.44M in Q3 2015.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.