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Tobias Financial Advisors’s Hartford Financial Services HIG Stock Holding History

Tobias 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 		$757K Hold
5,716
– – 0.1% 80
2026
Q1 		$773K Sell
5,716
-1,116
-16% -$152K 0.11% 78
2025
Q4 		$941K Buy
+6,832
New +$901K 0.13% 74

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

Tobias Financial Advisors's HIG Position: Q2 2026 in Review

Tobias Financial Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 5,716 shares worth $757K. The position accounts for 0.1% of the portfolio, ranked #80.

Tobias Financial Advisors first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $941K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Tobias Financial Advisors held 5,716 shares of Hartford Financial Services worth $757K as of Q2 2026.
  • Tobias Financial Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.1% of Tobias Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Tobias Financial Advisors first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Tobias Financial Advisors's Hartford Financial Services position peaked at $941K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.