Stonebridge Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Stonebridge Capital Advisors’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	$251K	Sell	1,893 -53	-3%	-$7.09K	0.02%	200
2026 Q1	$263K	Buy	+1,946	New	+$266K	0.02%	182
2023 Q4	–	Sell	-683	Closed	-$48.4K	–	472
2023 Q3	$48.4K	Hold	683	–	–	0.01%	365
2023 Q2	$49.2K	Hold	683	–	–	0.01%	369
2023 Q1	$47.6K	Sell	683 -300	-31%	-$22.3K	0.01%	371
2022 Q4	$74.6K	Sell	983 -38	-4%	-$2.74K	0.01%	313
2022 Q3	$63K	Buy	1,021 +38	+4%	+$2.47K	0.01%	320
2022 Q2	$64K	Hold	983	–	–	0.01%	327
2022 Q1	$71K	Hold	983	–	–	0.01%	336
2021 Q4	$68K	Hold	983	–	–	0.01%	325
2021 Q3	$69K	Hold	983	–	–	0.01%	302
2021 Q2	$61K	Sell	983 -26	-3%	-$1.7K	0.01%	320
2021 Q1	$67K	Buy	+1,009	New	+$54.5K	0.01%	305
2020 Q3	–	Sell	-1,153	Closed	-$44K	–	398
2020 Q2	$44K	Sell	1,153 -150	-12%	-$5.72K	0.01%	301
2020 Q1	$46K	Hold	1,303	–	–	0.01%	276
2019 Q4	$79K	Hold	1,303	–	–	0.01%	268
2019 Q3	$79K	Sell	1,303 -50	-4%	-$2.93K	0.01%	264
2019 Q2	$75K	Buy	+1,353	New	+$71.4K	0.01%	267

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stonebridge Capital Advisors's HIG Position: Q2 2026 in Review

Stonebridge Capital Advisors reduced its Hartford Financial Services (HIG) stake by 2.7% in Q2 2026, selling an estimated $7.09K and leaving 1,893 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #200.

Stonebridge Capital Advisors first reported a position in HIG in Q2 2019 and has held it in 18 quarters since. The position peaked at $263K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Stonebridge Capital Advisors held 1,893 shares of Hartford Financial Services worth $251K as of Q2 2026.
Stonebridge Capital Advisors sold 53 Hartford Financial Services shares in Q2 2026, an estimated $7.09K.
Hartford Financial Services made up 0.02% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #200 holding.
Stonebridge Capital Advisors first reported a position in Hartford Financial Services in Q2 2019 and has held it in 18 quarters since.
Stonebridge Capital Advisors's Hartford Financial Services position peaked at $263K in Q1 2026.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.