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SkyOak Wealth’s Hartford Financial Services HIG Stock Holding History

SkyOak Wealth’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 		$236K Buy
1,784
+17
+1% +$2.27K 0.04% 219
2026
Q1 		$239K Buy
+1,767
New +$241K 0.04% 216

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

SkyOak Wealth's HIG Position: Q2 2026 in Review

SkyOak Wealth increased its Hartford Financial Services (HIG) stake by 0.96% in Q2 2026, buying an estimated $2.27K and bringing the position to 1,784 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #219.

SkyOak Wealth first reported a position in HIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • SkyOak Wealth held 1,784 shares of Hartford Financial Services worth $236K as of Q2 2026.
  • SkyOak Wealth bought 17 Hartford Financial Services shares in Q2 2026, an estimated $2.27K.
  • Hartford Financial Services made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #219 holding.
  • SkyOak Wealth first reported a position in Hartford Financial Services in Q1 2026 and has held it in 2 quarters since.
  • SkyOak Wealth's Hartford Financial Services position peaked at $239K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.