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Root Financial Partners’s Hartford Financial Services HIG Stock Holding History

Root Financial Partners’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 		$235K Buy
1,771
+165
+10% +$22.1K 0.01% 353
2026
Q1 		$217K Buy
1,606
+150
+10% +$20.5K 0.01% 314
2025
Q4 		$201K Sell
1,456
-192
-12% -$25.3K 0.01% 302
2025
Q3 		$220K Buy
+1,648
New +$211K 0.01% 265

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

Root Financial Partners's HIG Position: Q2 2026 in Review

Root Financial Partners increased its Hartford Financial Services (HIG) stake by 10% in Q2 2026, buying an estimated $22.1K and bringing the position to 1,771 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #353.

Root Financial Partners first reported a position in HIG in Q3 2025 and has held it in 4 quarters since. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Root Financial Partners held 1,771 shares of Hartford Financial Services worth $235K as of Q2 2026.
  • Root Financial Partners bought 165 Hartford Financial Services shares in Q2 2026, an estimated $22.1K.
  • Hartford Financial Services made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #353 holding.
  • Root Financial Partners first reported a position in Hartford Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.