T
HIG icon

TOBAM’s Hartford Financial Services HIG Stock Holding History

TOBAM’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 		$797K Sell
6,011
-4,369
-42% -$584K 0.19% 113
2026
Q1 		$1.4M Buy
10,380
+2,080
+25% +$284K 0.37% 68
2025
Q4 		$1.14M Buy
8,300
+7,938
+2,193% +$1.05M 0.28% 90
2025
Q3 		$48K Sell
362
-74
-17% -$9.49K 0.02% 166
2025
Q2 		$55K Buy
436
+61
+16% +$7.58K 0.02% 170
2025
Q1 		$46K Sell
375
-835
-69% -$95.7K 0.02% 176
2024
Q4 		$132K Sell
1,210
-221
-15% -$25.6K 0.04% 188
2024
Q3 		$168K Buy
1,431
+139
+11% +$15.2K 0.03% 195
2024
Q2 		$130K Sell
1,292
-113
-8% -$11.3K 0.02% 213
2024
Q1 		$145K Sell
1,405
-318
-18% -$29.2K 0.01% 272
2023
Q4 		$138K Buy
+1,723
New +$130K 0.01% 266
2021
Q2 		– Sell
-1,221
Closed -$82K – 436
2021
Q1 		$82K Hold
1,221
– – ﹤0.01% 269
2020
Q4 		$60K Hold
1,221
– – ﹤0.01% 297
2020
Q3 		$45K Buy
+1,221
New +$48.7K ﹤0.01% 304

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

TOBAM's HIG Position: Q2 2026 in Review

TOBAM reduced its Hartford Financial Services (HIG) stake by 42% in Q2 2026, selling an estimated $584K and leaving 6,011 shares worth $797K. The position accounts for 0.19% of the portfolio, ranked #113.

TOBAM first reported a position in HIG in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.4M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • TOBAM held 6,011 shares of Hartford Financial Services worth $797K as of Q2 2026.
  • TOBAM sold 4,369 Hartford Financial Services shares in Q2 2026, an estimated $584K.
  • Hartford Financial Services made up 0.19% of TOBAM's portfolio in Q2 2026, its #113 holding.
  • TOBAM first reported a position in Hartford Financial Services in Q3 2020 and has held it in 14 quarters since.
  • TOBAM's Hartford Financial Services position peaked at $1.4M in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.