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Spurstone Advisory Services’s Hartford Financial Services HIG Stock Holding History

Spurstone Advisory 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 		$40.2K Hold
300
– – 0.55% 27
2026
Q1 		$40.6K Hold
300
– – 0.69% 18
2025
Q4 		$41.3K Hold
300
– – 0.65% 20
2025
Q3 		$40K Hold
300
– – 0.57% 27
2025
Q2 		$38.1K Hold
300
– – 0.58% 31
2025
Q1 		$37.1K Hold
300
– – 0.72% 22
2024
Q4 		$32.8K Buy
+300
New +$34.8K 0.62% 24

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

Spurstone Advisory Services's HIG Position: Q2 2026 in Review

Spurstone Advisory Services held its Hartford Financial Services (HIG) position steady in Q2 2026 at 300 shares worth $40.2K. The position accounts for 0.55% of the portfolio, ranked #27.

Spurstone Advisory Services first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.3K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Spurstone Advisory Services held 300 shares of Hartford Financial Services worth $40.2K as of Q2 2026.
  • Spurstone Advisory Services left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.55% of Spurstone Advisory Services's portfolio in Q2 2026, its #27 holding.
  • Spurstone Advisory Services first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Spurstone Advisory Services's Hartford Financial Services position peaked at $41.3K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.