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Shelton Capital Management’s Hartford Financial Services HIG Stock Holding History

Shelton Capital 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 		– Sell
-1,559
Closed -$211K – 766
2026
Q1 		$211K Hold
1,559
– – ﹤0.01% 651
2025
Q4 		$215K Hold
1,559
– – ﹤0.01% 634
2025
Q3 		$208K Sell
1,559
-63
-4% -$8.08K ﹤0.01% 679
2025
Q2 		$206K Hold
1,622
– – ﹤0.01% 662
2025
Q1 		$201K Buy
+1,622
New +$186K ﹤0.01% 667
2024
Q4 		– Sell
-41,586
Closed -$4.89M – 754
2024
Q3 		$4.89M Sell
41,586
-14,393
-26% -$1.58M 0.13% 151
2024
Q2 		$5.63M Sell
55,979
-36,701
-40% -$3.68M 0.15% 137
2024
Q1 		$9.55M Sell
92,680
-30,600
-25% -$2.81M 0.27% 81
2023
Q4 		$9.91M Buy
123,280
+52,604
+74% +$3.96M 0.31% 72
2023
Q3 		$5.01M Buy
70,676
+33,100
+88% +$2.4M 0.18% 139
2023
Q2 		$2.71M Buy
37,576
+33,300
+779% +$2.34M 0.1% 205
2023
Q1 		$298K Buy
+4,276
New +$318K 0.01% 477
2019
Q2 		– Sell
-210
Closed -$4.22K – 862
2019
Q1 		$4.22K Sell
210
-4,312
-95% -$205K 0.02% 622
2018
Q4 		$201K Buy
4,522
+300
+7% +$13.5K 0.01% 703
2018
Q3 		$211K Hold
4,222
– – 0.01% 826
2018
Q2 		$216K Buy
+4,222
New +$221K 0.01% 753
2016
Q4 		– Sell
-14,733
Closed -$631K – 881
2016
Q3 		$631K Sell
14,733
-6,000
-29% -$251K 0.05% 296
2016
Q2 		$920K Buy
20,733
+11,101
+115% +$496K 0.08% 208
2016
Q1 		$444K Buy
+9,632
New +$405K 0.04% 405

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

Shelton Capital Management's HIG Position: Q2 2026 in Review

Shelton Capital Management sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 1,559 shares — an estimated $211K sold.

Shelton Capital Management first reported a position in HIG in Q1 2016 and held it in 19 quarters. The position peaked at $9.91M in Q4 2023. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Shelton Capital Management reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Shelton Capital Management sold 1,559 Hartford Financial Services shares in Q2 2026, an estimated $211K.
  • Shelton Capital Management first reported a position in Hartford Financial Services in Q1 2016 and held it in 19 quarters.
  • Shelton Capital Management's Hartford Financial Services position peaked at $9.91M in Q4 2023.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.