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Sowell Financial Services’s Hartford Financial Services HIG Stock Holding History

Sowell Financial Services’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 		$459K Sell
3,466
-455
-12% -$60.8K 0.02% 679
2026
Q1 		$530K Buy
3,921
+603
+18% +$82.3K 0.02% 618
2025
Q4 		$457K Sell
3,318
-136
-4% -$17.9K 0.02% 675
2025
Q3 		$461K Sell
3,454
-248
-7% -$31.8K 0.02% 653
2025
Q2 		$470K Sell
3,702
-54
-1% -$6.71K 0.02% 626
2025
Q1 		$465K Buy
+3,756
New +$431K 0.02% 606
2023
Q3 		– Sell
-11,711
Closed -$849K – 545
2023
Q2 		$849K Buy
+11,711
New +$822K 0.05% 382
2023
Q1 		– Sell
-15,961
Closed -$1.21M – 789
2022
Q4 		$1.21M Buy
+15,961
New +$1.15M 0.08% 287
2021
Q2 		– Sell
-1,582
Closed -$106K – 1467
2021
Q1 		$106K Sell
1,582
-2,853
-64% -$154K ﹤0.01% 1341
2020
Q4 		$217K Buy
4,435
+447
+11% +$19.3K 0.01% 809
2020
Q3 		$147K Sell
3,988
-422
-10% -$16.8K 0.01% 837
2020
Q2 		$170K Buy
4,410
+1,762
+67% +$67.1K 0.01% 781
2020
Q1 		$93K Sell
2,648
-8,626
-77% -$449K 0.01% 865
2019
Q4 		$685K Buy
11,274
+2,020
+22% +$121K 0.05% 361
2019
Q3 		$561K Buy
+9,254
New +$541K 0.05% 381
2017
Q1 		– Sell
-729
Closed -$35K – 389
2016
Q4 		$35K Buy
+729
New +$33.4K 0.01% 371

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

Sowell Financial Services's HIG Position: Q2 2026 in Review

Sowell Financial Services reduced its Hartford Financial Services (HIG) stake by 12% in Q2 2026, selling an estimated $60.8K and leaving 3,466 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #679.

Sowell Financial Services first reported a position in HIG in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.21M in Q4 2022. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Sowell Financial Services held 3,466 shares of Hartford Financial Services worth $459K as of Q2 2026.
  • Sowell Financial Services sold 455 Hartford Financial Services shares in Q2 2026, an estimated $60.8K.
  • Hartford Financial Services made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #679 holding.
  • Sowell Financial Services first reported a position in Hartford Financial Services in Q4 2016 and has held it in 16 quarters since.
  • Sowell Financial Services's Hartford Financial Services position peaked at $1.21M in Q4 2022.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.