SOAM
HIG icon

SBI Okasan Asset Management’s Hartford Financial Services HIG Stock Holding History

SBI Okasan 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 		$667K Hold
5,000
– – 0.02% 183
2026
Q1 		$672K Hold
5,000
– – 0.03% 158
2025
Q4 		$694K Buy
+5,000
New +$660K 0.04% 156

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

SBI Okasan Asset Management's HIG Position: Q2 2026 in Review

SBI Okasan Asset Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 5,000 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #183.

SBI Okasan Asset Management first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $694K in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • SBI Okasan Asset Management held 5,000 shares of Hartford Financial Services worth $667K as of Q2 2026.
  • SBI Okasan Asset Management left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.02% of SBI Okasan Asset Management's portfolio in Q2 2026, its #183 holding.
  • SBI Okasan Asset Management first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Hartford Financial Services position peaked at $694K in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.