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

Summit Trail 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 		$1.32M Buy
9,980
+897
+10% +$120K 0.02% 862
2026
Q1 		$1.23M Buy
9,083
+1,886
+26% +$257K 0.02% 838
2025
Q4 		$996K Sell
7,197
-21
-0.3% -$2.77K 0.02% 817
2025
Q3 		$966K Buy
7,218
+565
+8% +$72.5K 0.01% 855
2025
Q2 		$847K Buy
+6,653
New +$827K 0.01% 539
2024
Q4 		– Sell
-3,445
Closed -$407K – 536
2024
Q3 		$407K Buy
3,445
+122
+4% +$13.4K 0.01% 451
2024
Q2 		$336K Buy
3,323
+510
+18% +$51.2K 0.01% 454
2024
Q1 		$291K Buy
2,813
+198
+8% +$18.2K 0.01% 471
2023
Q4 		$211K Sell
2,615
-1,080
-29% -$81.3K 0.01% 482
2023
Q3 		$264K Buy
3,695
+414
+13% +$30K 0.01% 413
2023
Q2 		$237K Buy
+3,281
New +$230K 0.01% 430
2018
Q1 		– Sell
-4,365
Closed -$251K – 959
2017
Q4 		$251K Buy
+4,365
New +$244K 0.03% 358

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 Trail Advisors's HIG Position: Q2 2026 in Review

Summit Trail Advisors increased its Hartford Financial Services (HIG) stake by 9.9% in Q2 2026, buying an estimated $120K and bringing the position to 9,980 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #862.

Summit Trail Advisors first reported a position in HIG in Q4 2017 and has held it in 12 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Summit Trail Advisors held 9,980 shares of Hartford Financial Services worth $1.32M as of Q2 2026.
  • Summit Trail Advisors bought 897 Hartford Financial Services shares in Q2 2026, an estimated $120K.
  • Hartford Financial Services made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #862 holding.
  • Summit Trail Advisors first reported a position in Hartford Financial Services in Q4 2017 and has held it in 12 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.