Richard Bernstein Advisors’s Hartford Financial Services HIG Stock Holding History

Richard Bernstein Advisors’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	$1.98M	Buy	+14,656	New	+$2M	0.06%	78
2025 Q4	–	Sell	-13,860	Closed	-$1.85M	–	190
2025 Q3	$1.85M	Sell	13,860 -15,655	-53%	-$2.01M	0.05%	98
2025 Q2	$3.74M	Sell	29,515 -3,015	-9%	-$375K	0.09%	104
2025 Q1	$4.02M	Sell	32,530 -1,616	-5%	-$185K	0.1%	97
2024 Q4	$3.74M	Hold	34,146	–	–	0.08%	125
2024 Q3	$4.02M	Hold	34,146	–	–	0.09%	114
2024 Q2	$3.43M	Hold	34,146	–	–	0.08%	121
2024 Q1	$3.52M	Buy	+34,146	New	+$3.13M	0.08%	118
2019 Q1	–	Sell	-36,832	Closed	-$1.64M	–	300
2018 Q4	$1.64M	Hold	36,832	–	–	0.06%	261
2018 Q3	$1.84M	Hold	36,832	–	–	0.05%	282
2018 Q2	$1.88M	Sell	36,832 -83,911	-69%	-$4.4M	0.06%	256
2018 Q1	$6.22M	Hold	120,743	–	–	0.22%	78
2017 Q4	$6.79M	Buy	120,743 +7,268	+6%	+$405K	0.3%	72
2017 Q3	$6.29M	Hold	113,475	–	–	0.44%	65
2017 Q2	$5.96M	Hold	113,475	–	–	0.46%	62
2017 Q1	$5.46M	Hold	113,475	–	–	0.42%	76
2016 Q4	$5.41M	Hold	113,475	–	–	0.45%	68
2016 Q3	$4.86M	Buy	113,475 +62,280	+122%	+$2.61M	0.46%	55
2016 Q2	$2.27M	Hold	51,195	–	–	0.22%	193
2016 Q1	$2.36M	Buy	+51,195	New	+$2.15M	0.24%	175
2015 Q1	–	Sell	-140,314	Closed	-$5.85M	–	277
2014 Q4	$5.85M	Hold	140,314	–	–	0.61%	58
2014 Q3	$5.23M	Buy	140,314 +47,474	+51%	+$1.72M	0.55%	63
2014 Q2	$3.33M	Buy	+92,840	New	+$3.27M	0.39%	103

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Richard Bernstein Advisors's HIG Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Hartford Financial Services (HIG) in Q1 2026: 14,656 shares worth $1.98M. The stake represents 0.06% of the portfolio and ranks #78 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in HIG as recently as Q3 2025.

Richard Bernstein Advisors first reported a position in HIG in Q2 2014 and has held it in 23 quarters since. The position peaked at $6.79M in Q4 2017. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Richard Bernstein Advisors held 14,656 shares of Hartford Financial Services worth $1.98M as of Q1 2026.
Hartford Financial Services was a new Richard Bernstein Advisors position in Q1 2026.
Hartford Financial Services made up 0.06% of Richard Bernstein Advisors's portfolio in Q1 2026, its #78 holding.
Richard Bernstein Advisors first reported a position in Hartford Financial Services in Q2 2014 and has held it in 23 quarters since.
Richard Bernstein Advisors's Hartford Financial Services position peaked at $6.79M in Q4 2017.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.