SAM
HIG icon

Sagewood Asset Management’s Hartford Financial Services HIG Stock Holding History

Sagewood Asset 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 		$370K Buy
+2,795
New +$374K 0.08% 249
2026
Q1 		– Sell
-3,426
Closed -$472K – 362
2025
Q4 		$472K Buy
+3,426
New +$452K 0.17% 106

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

Sagewood Asset Management's HIG Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Hartford Financial Services (HIG) in Q2 2026: 2,795 shares worth $370K. The stake represents 0.08% of the portfolio and ranks #249 among its holdings. This is a return to the name: Sagewood Asset Management previously reported a position in HIG as recently as Q4 2025.

Sagewood Asset Management first reported a position in HIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $472K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Sagewood Asset Management held 2,795 shares of Hartford Financial Services worth $370K as of Q2 2026.
  • Hartford Financial Services was a new Sagewood Asset Management position in Q2 2026.
  • Hartford Financial Services made up 0.08% of Sagewood Asset Management's portfolio in Q2 2026, its #249 holding.
  • Sagewood Asset Management first reported a position in Hartford Financial Services in Q4 2025 and has held it in 2 quarters since.
  • Sagewood Asset Management's Hartford Financial Services position peaked at $472K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.