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

Strategic 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 		$275K Hold
2,072
– – 0.01% 132
2026
Q1 		$280K Hold
2,072
– – 0.01% 128
2025
Q4 		$295K Sell
2,072
-221
-10% -$29.2K 0.01% 117
2025
Q3 		$306K Sell
2,293
-149
-6% -$19.1K 0.02% 114
2025
Q2 		$310K Buy
2,442
+1
+0% +$124 0.02% 116
2025
Q1 		$302K Sell
2,441
-5
-0.2% -$573 0.02% 113
2024
Q4 		$268K Buy
2,446
+648
+36% +$75.1K 0.02% 117
2024
Q3 		$211K Buy
+1,798
New +$197K 0.01% 137

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

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

Strategic Financial Services held its Hartford Financial Services (HIG) position steady in Q2 2026 at 2,072 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #132.

Strategic Financial Services first reported a position in HIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $310K in Q2 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Strategic Financial Services held 2,072 shares of Hartford Financial Services worth $275K as of Q2 2026.
  • Strategic Financial Services left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.01% of Strategic Financial Services's portfolio in Q2 2026, its #132 holding.
  • Strategic Financial Services first reported a position in Hartford Financial Services in Q3 2024 and has held it in 8 quarters since.
  • Strategic Financial Services's Hartford Financial Services position peaked at $310K in Q2 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.