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

Segment 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	$265K	Sell	2,000 -36	-2%	-$4.81K	0.01%	284
2026 Q1	$275K	Sell	2,036 -301	-13%	-$41.1K	0.02%	268
2025 Q4	$322K	Buy	2,337 +337	+17%	+$44.5K	0.02%	259
2025 Q3	$267K	Hold	2,000	–	–	0.02%	254
2025 Q2	$254K	Hold	2,000	–	–	0.02%	260
2025 Q1	$247K	Hold	2,000	–	–	0.02%	258
2024 Q4	$219K	Hold	2,000	–	–	0.01%	253
2024 Q3	$235K	Hold	2,000	–	–	0.02%	248
2024 Q2	$201K	Hold	2,000	–	–	0.01%	255
2024 Q1	$206K	Buy	+2,000	New	+$183K	0.02%	248
2020 Q1	–	Sell	-4,000	Closed	-$243K	–	203
2019 Q4	$243K	Hold	4,000	–	–	0.04%	212
2019 Q3	$242K	Hold	4,000	–	–	0.05%	183
2019 Q2	$223K	Buy	+4,000	New	+$211K	0.05%	187
2018 Q3	–	Sell	-4,000	Closed	-$205K	–	223
2018 Q2	$205K	Sell	4,000 -200	-5%	-$10.5K	0.05%	195
2018 Q1	$216K	Hold	4,200	–	–	0.05%	182
2017 Q4	$236K	Sell	4,200 -150	-3%	-$8.37K	0.06%	178
2017 Q3	$241K	Hold	4,350	–	–	0.06%	179
2017 Q2	$229K	Hold	4,350	–	–	0.06%	187
2017 Q1	$209K	Hold	4,350	–	–	0.07%	174
2016 Q4	$207K	Buy	+4,350	New	+$199K	0.08%	165
2016 Q2	–	Sell	-4,350	Closed	-$200K	–	155
2016 Q1	$200K	Buy	+4,350	New	+$183K	0.07%	146
2015 Q4	–	Sell	-4,550	Closed	-$208K	–	163
2015 Q3	$208K	Buy	+4,550	New	+$210K	0.08%	152

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Segment Wealth Management reduced its Hartford Financial Services (HIG) stake by 1.8% in Q2 2026, selling an estimated $4.81K and leaving 2,000 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #284.

Segment Wealth Management first reported a position in HIG in Q3 2015 and has held it in 22 quarters since. The position peaked at $322K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Segment Wealth Management held 2,000 shares of Hartford Financial Services worth $265K as of Q2 2026.
Segment Wealth Management sold 36 Hartford Financial Services shares in Q2 2026, an estimated $4.81K.
Hartford Financial Services made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #284 holding.
Segment Wealth Management first reported a position in Hartford Financial Services in Q3 2015 and has held it in 22 quarters since.
Segment Wealth Management's Hartford Financial Services position peaked at $322K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.