PFMOSF
HIG icon

Philadelphia Financial Management of San Francisco’s Hartford Financial Services HIG Stock Holding History

Philadelphia Financial Management of San Francisco’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 		$15.7M Buy
+118,700
New +$15.9M 3.17% 5
2026
Q1 		– Sell
-99,471
Closed -$13.7M – 56
2025
Q4 		$13.7M Buy
+99,471
New +$13.1M 1.47% 22
2024
Q3 		– Sell
-80,644
Closed -$8.11M – 58
2024
Q2 		$8.11M Buy
80,644
+40,479
+101% +$4.06M 1.42% 30
2024
Q1 		$4.14M Buy
+40,165
New +$3.68M 0.71% 41
2021
Q2 		– Sell
-86,276
Closed -$5.76M – 48
2021
Q1 		$5.76M Sell
86,276
-140,372
-62% -$7.58M 1.74% 23
2020
Q4 		$11.1M Buy
226,648
+159,707
+239% +$6.89M 2.88% 8
2020
Q3 		$2.47M Buy
+66,941
New +$2.67M 0.91% 32
2016
Q2 		– Sell
-164,361
Closed -$7.57M – 42
2016
Q1 		$7.57M Sell
164,361
-109,863
-40% -$4.62M 1.67% 29
2015
Q4 		$11.9M Buy
274,224
+46,074
+20% +$2.11M 2.48% 17
2015
Q3 		$10.4M Sell
228,150
-63,279
-22% -$2.92M 2.23% 20
2015
Q2 		$12.1M Buy
291,429
+76,955
+36% +$3.21M 2.82% 14
2015
Q1 		$8.97M Buy
+214,474
New +$8.79M 2.2% 20
2014
Q2 		– Sell
-264,910
Closed -$9.34M – 27
2014
Q1 		$9.34M Buy
+264,910
New +$9.22M 2.14% 23

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

Philadelphia Financial Management of San Francisco's HIG Position: Q2 2026 in Review

Philadelphia Financial Management of San Francisco opened a new position in Hartford Financial Services (HIG) in Q2 2026: 118,700 shares worth $15.7M. The stake represents 3.17% of the portfolio and ranks #5 among its holdings. This is a return to the name: Philadelphia Financial Management of San Francisco previously reported a position in HIG as recently as Q4 2025.

Philadelphia Financial Management of San Francisco first reported a position in HIG in Q1 2014 and has held it in 13 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Philadelphia Financial Management of San Francisco held 118,700 shares of Hartford Financial Services worth $15.7M as of Q2 2026.
  • Hartford Financial Services was a new Philadelphia Financial Management of San Francisco position in Q2 2026.
  • Hartford Financial Services made up 3.17% of Philadelphia Financial Management of San Francisco's portfolio in Q2 2026, its #5 holding.
  • Philadelphia Financial Management of San Francisco first reported a position in Hartford Financial Services in Q1 2014 and has held it in 13 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q2 2026, filed 14 Aug 2026.