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Summit Securities Group’s Hartford Financial Services HIG Stock Holding History

Summit Securities Group’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
2021
Q3 		– Sell
-365
Closed -$2.26M – 785
2021
Q2 		$2.26M Sell
365
-348
-49% -$22.8K 0.19% 120
2021
Q1 		$4.76M Buy
+713
New +$38.5K 0.52% 32

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

Summit Securities Group's HIG Position: Q2 2026 in Review

Summit Securities Group increased its Hartford Financial Services (HIG) stake by 39% in Q2 2026, buying an estimated $2.41K and bringing the position to 64 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Summit Securities Group first reported a position in HIG in Q3 2013 and has held it in 21 quarters since. The position peaked at $692K in Q4 2014. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Summit Securities Group held 64 shares of Hartford Financial Services worth $8.48K as of Q2 2026.
  • Summit Securities Group bought 18 Hartford Financial Services shares in Q2 2026, an estimated $2.41K.
  • Hartford Financial Services made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #874 holding.
  • Summit Securities Group first reported a position in Hartford Financial Services in Q3 2013 and has held it in 21 quarters since.
  • Summit Securities Group's Hartford Financial Services position peaked at $692K in Q4 2014.
  • 1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.