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Summit Place Financial Advisors’s Hartford Financial Services HIG Stock Holding History

Summit Place Financial 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 		$3.49M Buy
26,305
+565
+2% +$75.5K 1.53% 23
2026
Q1 		$3.48M Sell
25,740
-345
-1% -$47.1K 1.67% 20
2025
Q4 		$3.59M Sell
26,085
-850
-3% -$112K 1.74% 22
2025
Q3 		$3.59M Sell
26,935
-625
-2% -$80.2K 1.69% 22
2025
Q2 		$3.5M Buy
27,560
+50
+0.2% +$6.21K 1.76% 21
2025
Q1 		$3.4M Buy
27,510
+765
+3% +$87.7K 1.92% 16
2024
Q4 		$2.93M Buy
26,745
+835
+3% +$96.8K 1.66% 24
2024
Q3 		$3.05M Buy
25,910
+1,150
+5% +$126K 1.7% 25
2024
Q2 		$2.49M Buy
24,760
+955
+4% +$95.9K 1.47% 31
2024
Q1 		$2.45M Buy
+23,805
New +$2.18M 1.44% 31
2021
Q4 		– Sell
-3,400
Closed -$239K – 103
2021
Q3 		$239K Sell
3,400
-29,130
-90% -$1.93M 0.17% 98
2021
Q2 		$2.02M Sell
32,530
-5,390
-14% -$353K 1.48% 34
2021
Q1 		$2.53M Sell
37,920
-5,475
-13% -$296K 2.04% 6
2020
Q4 		$2.13M Buy
43,395
+675
+2% +$29.1K 1.84% 18
2020
Q3 		$1.57M Sell
42,720
-7,580
-15% -$302K 1.58% 27
2020
Q2 		$1.94M Buy
50,300
+19,630
+64% +$748K 3.07% 8
2020
Q1 		$1.08M Buy
30,670
+2,650
+9% +$138K 2.31% 20
2019
Q4 		$1.7M Buy
+28,020
New +$1.68M 2.7% 16

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Summit Place Financial Advisors's HIG Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Hartford Financial Services (HIG) stake by 2.2% in Q2 2026, buying an estimated $75.5K and bringing the position to 26,305 shares worth $3.49M. The position accounts for 1.53% of the portfolio, ranked #23.

Summit Place Financial Advisors first reported a position in HIG in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.59M in Q4 2025. 414 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Summit Place Financial Advisors held 26,305 shares of Hartford Financial Services worth $3.49M as of Q2 2026.
  • Summit Place Financial Advisors bought 565 Hartford Financial Services shares in Q2 2026, an estimated $75.5K.
  • Hartford Financial Services made up 1.53% of Summit Place Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Summit Place Financial Advisors first reported a position in Hartford Financial Services in Q4 2019 and has held it in 18 quarters since.
  • Summit Place Financial Advisors's Hartford Financial Services position peaked at $3.59M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.