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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
Q2 		$78.7K Hold
594
– – 0.02% 161
2026
Q1 		$80.3K Sell
594
-27
-4% -$3.69K 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% +$1.25K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Steph & Co's HIG Position: Q2 2026 in Review

Steph & Co held its Hartford Financial Services (HIG) position steady in Q2 2026 at 594 shares worth $78.7K. The position accounts for 0.02% of the portfolio, ranked #161.

Steph & Co first reported a position in HIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $386K in Q1 2024. 160 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Steph & Co held 594 shares of Hartford Financial Services worth $78.7K as of Q2 2026.
  • Steph & Co left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.02% of Steph & Co's portfolio in Q2 2026, its #161 holding.
  • Steph & Co first reported a position in Hartford Financial Services in Q4 2019 and has held it in 27 quarters since.
  • Steph & Co's Hartford Financial Services position peaked at $386K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.