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

Strategic Global 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
Q1 		$4.15M Sell
30,716
-330
-1% -$45K 0.66% 50
2025
Q4 		$4.28M Sell
31,046
-738
-2% -$97.4K 0.66% 54
2025
Q3 		$4.24M Sell
31,784
-280
-0.9% -$35.9K 0.64% 56
2025
Q2 		$4.07M Buy
32,064
+1,655
+5% +$206K 0.66% 50
2025
Q1 		$3.76M Buy
30,409
+1,250
+4% +$143K 0.74% 45
2024
Q4 		$3.19M Buy
29,159
+1,229
+4% +$142K 0.58% 52
2024
Q3 		$3.28M Buy
27,930
+2,817
+11% +$309K 0.65% 52
2024
Q2 		$2.52M Buy
25,113
+575
+2% +$57.7K 0.53% 61
2024
Q1 		$2.53M Sell
24,538
-492
-2% -$45.1K 0.55% 64
2023
Q4 		$2.01M Sell
25,030
-18,831
-43% -$1.42M 0.46% 76
2023
Q3 		$3.11M Sell
43,861
-31,353
-42% -$2.28M 0.52% 69
2023
Q2 		$5.42M Sell
75,214
-4,813
-6% -$338K 0.83% 43
2023
Q1 		$5.58M Sell
80,027
-6,151
-7% -$457K 0.9% 44
2022
Q4 		$6.53M Buy
86,178
+23,890
+38% +$1.72M 1.05% 37
2022
Q3 		$3.86M Sell
62,288
-3,101
-5% -$202K 0.64% 58
2022
Q2 		$4.28M Buy
+65,389
New +$4.58M 0.65% 53
2021
Q2 		– Sell
-9,322
Closed -$623K – 161
2021
Q1 		$623K Hold
9,322
– – 0.11% 129
2020
Q4 		$457K Buy
+9,322
New +$402K 0.08% 135

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Strategic Global Advisors's HIG Position: Q1 2026 in Review

Strategic Global Advisors reduced its Hartford Financial Services (HIG) stake by 1.1% in Q1 2026, selling an estimated $45K and leaving 30,716 shares worth $4.15M. The position accounts for 0.66% of the portfolio, ranked #50.

Strategic Global Advisors first reported a position in HIG in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.53M in Q4 2022. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Strategic Global Advisors held 30,716 shares of Hartford Financial Services worth $4.15M as of Q1 2026.
  • Strategic Global Advisors sold 330 Hartford Financial Services shares in Q1 2026, an estimated $45K.
  • Hartford Financial Services made up 0.66% of Strategic Global Advisors's portfolio in Q1 2026, its #50 holding.
  • Strategic Global Advisors first reported a position in Hartford Financial Services in Q4 2020 and has held it in 18 quarters since.
  • Strategic Global Advisors's Hartford Financial Services position peaked at $6.53M in Q4 2022.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.