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Steph & Co’s Hartford Financial Services HIG Stock Holding History

Steph & Co’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
Q3 		$65.8K Sell
538
-56
-9% -$7.69K 0.02% 170
2026
Q2 		$78.7K Hold
594
– – 0.02% 161
2026
Q1 		$80.3K Sell
594
-27
-4% -$3.68K 0.02% 165
2025
Q4 		$85.6K Sell
621
-1,346
-68% -$178K 0.02% 159
2025
Q3 		$262K Hold
1,967
– – 0.08% 90
2025
Q2 		$250K Sell
1,967
-451
-19% -$56K 0.08% 90
2025
Q1 		$299K Sell
2,418
-164
-6% -$18.8K 0.11% 82
2024
Q4 		$282K Sell
2,582
-184
-7% -$21.3K 0.1% 88
2024
Q3 		$325K Sell
2,766
-463
-14% -$50.8K 0.1% 83
2024
Q2 		$325K Sell
3,229
-521
-14% -$52.3K 0.11% 79
2024
Q1 		$386K Sell
3,750
-723
-16% -$66.3K 0.13% 75
2023
Q4 		$360K Sell
4,473
-19
-0.4% -$1.43K 0.18% 67
2023
Q3 		$319K Buy
4,492
+189
+4% +$13.7K 0.18% 78
2023
Q2 		$310K Sell
4,303
-33
-0.8% -$2.32K 0.17% 75
2023
Q1 		$302K Hold
4,336
– – 0.19% 70
2022
Q4 		$329K Sell
4,336
-536
-11% -$38.6K 0.21% 68
2022
Q3 		$302K Buy
4,872
+140
+3% +$9.11K 0.21% 65
2022
Q2 		$310K Buy
4,732
+498
+12% +$34.9K 0.19% 62
2022
Q1 		$304K Sell
4,234
-970
-19% -$68.4K 0.18% 63
2021
Q4 		$359K Hold
5,204
– – 0.21% 59
2021
Q3 		$366K Hold
5,204
– – 0.23% 54
2021
Q2 		$322K Buy
5,204
+19
+0.4% +$1.24K 0.21% 57
2021
Q1 		$346K Sell
5,185
-30
-0.6% -$1.62K 0.24% 42
2020
Q4 		$255K Buy
5,215
+1,009
+24% +$43.5K 0.19% 59
2020
Q3 		$155K Buy
4,206
+660
+19% +$26.3K 0.14% 86
2020
Q2 		$137K Buy
3,546
+1,384
+64% +$52.7K 0.14% 94
2020
Q1 		$76K Sell
2,162
-690
-24% -$35.9K 0.09% 118
2019
Q4 		$173K Buy
+2,852
New +$171K 0.15% 85

Other funds holding HIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Steph & Co's HIG Position: Q3 2026 in Review

Steph & Co reduced its Hartford Financial Services (HIG) stake by 9.4% in Q3 2026, selling an estimated $7.69K and leaving 538 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #170.

Steph & Co first reported a position in HIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $386K in Q1 2024. 168 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Steph & Co held 538 shares of Hartford Financial Services worth $65.8K as of Q3 2026.
  • Steph & Co sold 56 Hartford Financial Services shares in Q3 2026, an estimated $7.69K.
  • Hartford Financial Services made up 0.02% of Steph & Co's portfolio in Q3 2026, its #170 holding.
  • Steph & Co first reported a position in Hartford Financial Services in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's Hartford Financial Services position peaked at $386K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.