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Phillip James Consulting’s Hartford Financial Services HIG Stock Holding History

Phillip James Consulting’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 		$28.5K Hold
215
– – 0.02% 116
2026
Q1 		$29K Buy
+215
New +$29.3K 0.02% 133

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

Phillip James Consulting's HIG Position: Q2 2026 in Review

Phillip James Consulting held its Hartford Financial Services (HIG) position steady in Q2 2026 at 215 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #116.

Phillip James Consulting first reported a position in HIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $29K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Phillip James Consulting held 215 shares of Hartford Financial Services worth $28.5K as of Q2 2026.
  • Phillip James Consulting left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.02% of Phillip James Consulting's portfolio in Q2 2026, its #116 holding.
  • Phillip James Consulting first reported a position in Hartford Financial Services in Q1 2026 and has held it in 2 quarters since.
  • Phillip James Consulting's Hartford Financial Services position peaked at $29K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.