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Ritholtz Wealth Management’s Hartford Financial Services HIG Stock Holding History

Ritholtz Wealth Management’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 		$10.2M Sell
77,155
-150
-0.2% -$20.1K 0.15% 77
2026
Q1 		$10.5M Buy
77,305
+4,300
+6% +$587K 0.18% 67
2025
Q4 		$10.1M Sell
73,005
-7
-0% -$924 0.18% 61
2025
Q3 		$9.74M Buy
73,012
+2,584
+4% +$331K 0.19% 63
2025
Q2 		$8.94M Buy
70,428
+2,797
+4% +$348K 0.2% 56
2025
Q1 		$8.37M Buy
67,631
+1,785
+3% +$205K 0.25% 55
2024
Q4 		$7.2M Buy
65,846
+794
+1% +$92.1K 0.21% 58
2024
Q3 		$7.65M Sell
65,052
-31
-0% -$3.4K 0.23% 56
2024
Q2 		$6.54M Sell
65,083
-503
-0.8% -$50.5K 0.22% 60
2024
Q1 		$6.76M Buy
65,586
+1,333
+2% +$122K 0.23% 54
2023
Q4 		$5.16M Buy
64,253
+911
+1% +$68.6K 0.2% 61
2023
Q3 		$4.49M Buy
63,342
+8,186
+15% +$594K 0.2% 63
2023
Q2 		$3.97M Buy
55,156
+10,855
+25% +$762K 0.18% 71
2023
Q1 		$3.09M Buy
44,301
+420
+1% +$31.2K 0.15% 83
2022
Q4 		$3.33M Buy
43,881
+11,811
+37% +$850K 0.19% 82
2022
Q3 		$1.99M Buy
32,070
+27,197
+558% +$1.77M 0.11% 135
2022
Q2 		$319K Sell
4,873
-63
-1% -$4.42K 0.02% 407
2022
Q1 		$354K Buy
4,936
+218
+5% +$15.4K 0.02% 378
2021
Q4 		$326K Sell
4,718
-60
-1% -$4.23K 0.02% 394
2021
Q3 		$336K Sell
4,778
-47
-1% -$3.11K 0.02% 349
2021
Q2 		$299K Buy
4,825
+416
+9% +$27.3K 0.02% 366
2021
Q1 		$294K Sell
4,409
-172
-4% -$9.29K 0.02% 310
2020
Q4 		$224K Buy
+4,581
New +$198K 0.02% 315

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

Ritholtz Wealth Management's HIG Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Hartford Financial Services (HIG) stake by 0.19% in Q2 2026, selling an estimated $20.1K and leaving 77,155 shares worth $10.2M. The position accounts for 0.15% of the portfolio, ranked #77.

Ritholtz Wealth Management first reported a position in HIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Ritholtz Wealth Management held 77,155 shares of Hartford Financial Services worth $10.2M as of Q2 2026.
  • Ritholtz Wealth Management sold 150 Hartford Financial Services shares in Q2 2026, an estimated $20.1K.
  • Hartford Financial Services made up 0.15% of Ritholtz Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Ritholtz Wealth Management first reported a position in Hartford Financial Services in Q4 2020 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's Hartford Financial Services position peaked at $10.5M in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.