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Private Trust Company’s Hartford Financial Services HIG Stock Holding History

Private Trust Company’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 		$258K Sell
1,948
-9
-0.5% -$1.2K 0.02% 714
2026
Q1 		$265K Sell
1,957
-51
-3% -$6.96K 0.02% 668
2025
Q4 		$277K Buy
2,008
+858
+75% +$113K 0.02% 628
2025
Q3 		$153K Buy
1,150
+464
+68% +$59.5K 0.01% 848
2025
Q2 		$87K Sell
686
-397
-37% -$49.3K 0.01% 1004
2025
Q1 		$134K Buy
1,083
+377
+53% +$43.2K 0.01% 838
2024
Q4 		$77.2K Sell
706
-109
-13% -$12.6K 0.01% 1011
2024
Q3 		$95.9K Sell
815
-72
-8% -$7.89K 0.01% 942
2024
Q2 		$89.2K Sell
887
-62
-7% -$6.22K 0.01% 922
2024
Q1 		$97.8K Sell
949
-89
-9% -$8.16K 0.01% 883
2023
Q4 		$83.4K Sell
1,038
-672
-39% -$50.6K 0.01% 890
2023
Q3 		$121K Sell
1,710
-817
-32% -$59.3K 0.02% 732
2023
Q2 		$182K Buy
2,527
+1,119
+79% +$78.6K 0.02% 595
2023
Q1 		$98.1K Sell
1,408
-8
-0.6% -$594 0.01% 775
2022
Q4 		$107K Buy
1,416
+131
+10% +$9.43K 0.02% 707
2022
Q3 		$80K Sell
1,285
-387
-23% -$25.2K 0.01% 740
2022
Q2 		$109K Buy
+1,672
New +$117K 0.02% 655
2014
Q4 		– Sell
-1,954
Closed -$73K – 668
2014
Q3 		$73K Sell
1,954
-148
-7% -$5.36K 0.02% 450
2014
Q2 		$75K Buy
2,102
+43
+2% +$1.51K 0.02% 460
2014
Q1 		$73K Hold
2,059
– – 0.03% 406
2013
Q4 		$75K Buy
2,059
+425
+26% +$14.6K 0.03% 373
2013
Q3 		$51K Sell
1,634
-377
-19% -$11.8K 0.02% 428
2013
Q2 		$62K Buy
+2,011
New +$58K 0.03% 367

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

Private Trust Company's HIG Position: Q2 2026 in Review

Private Trust Company reduced its Hartford Financial Services (HIG) stake by 0.46% in Q2 2026, selling an estimated $1.2K and leaving 1,948 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #714.

Private Trust Company first reported a position in HIG in Q2 2013 and has held it in 23 quarters since. The position peaked at $277K in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Private Trust Company held 1,948 shares of Hartford Financial Services worth $258K as of Q2 2026.
  • Private Trust Company sold 9 Hartford Financial Services shares in Q2 2026, an estimated $1.2K.
  • Hartford Financial Services made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #714 holding.
  • Private Trust Company first reported a position in Hartford Financial Services in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's Hartford Financial Services position peaked at $277K in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.