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Synergy Investment Management’s Hartford Financial Services HIG Stock Holding History

Synergy Investment Management’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 		$146 Sell
1
-8
-89% -$1.07K ﹤0.01% 1064
2026
Q1 		$1.22K Buy
+9
New +$1.23K ﹤0.01% 750

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

Synergy Investment Management's HIG Position: Q2 2026 in Review

Synergy Investment Management reduced its Hartford Financial Services (HIG) stake by 89% in Q2 2026, selling an estimated $1.07K and leaving 1 share worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Synergy Investment Management first reported a position in HIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.22K in Q1 2026. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Synergy Investment Management held 1 share of Hartford Financial Services worth $146 as of Q2 2026.
  • Synergy Investment Management sold 8 Hartford Financial Services shares in Q2 2026, an estimated $1.07K.
  • Hartford Financial Services made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1064 holding.
  • Synergy Investment Management first reported a position in Hartford Financial Services in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's Hartford Financial Services position peaked at $1.22K in Q1 2026.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.