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Rothschild Investment LLC’s Hartford Financial Services HIG Stock Holding History

Rothschild Investment LLC’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 		$79.8K Sell
602
-55
-8% -$7.35K ﹤0.01% 1131
2026
Q1 		$88.9K Buy
657
+83
+14% +$11.3K ﹤0.01% 930
2025
Q4 		$79.1K Buy
574
+36
+7% +$4.75K ﹤0.01% 882
2025
Q3 		$71.8K Sell
538
-12
-2% -$1.54K ﹤0.01% 889
2025
Q2 		$69.8K Sell
550
-36
-6% -$4.47K ﹤0.01% 712
2025
Q1 		$72.5K Buy
586
+20
+4% +$2.29K ﹤0.01% 691
2024
Q4 		$61.9K Buy
566
+77
+16% +$8.93K ﹤0.01% 742
2024
Q3 		$57.5K Sell
489
-286
-37% -$31.4K ﹤0.01% 748
2024
Q2 		$77.9K Buy
775
+356
+85% +$35.7K 0.01% 677
2024
Q1 		$43.2K Buy
419
+5
+1% +$458 ﹤0.01% 758
2023
Q4 		$33.3K Buy
+414
New +$31.2K ﹤0.01% 745

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's HIG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Hartford Financial Services (HIG) stake by 8.4% in Q2 2026, selling an estimated $7.35K and leaving 602 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Rothschild Investment LLC first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $88.9K in Q1 2026. 663 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Rothschild Investment LLC held 602 shares of Hartford Financial Services worth $79.8K as of Q2 2026.
  • Rothschild Investment LLC sold 55 Hartford Financial Services shares in Q2 2026, an estimated $7.35K.
  • Hartford Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1131 holding.
  • Rothschild Investment LLC first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Hartford Financial Services position peaked at $88.9K in Q1 2026.
  • 663 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.