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

Tortoise 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 		$208K Sell
1,566
-2
-0.1% -$267 0.02% 244
2026
Q1 		$212K Buy
1,568
+27
+2% +$3.69K 0.02% 229
2025
Q4 		$212K Buy
1,541
+2
+0.1% +$264 0.02% 226
2025
Q3 		$205K Buy
1,539
+4
+0.3% +$513 0.02% 226
2025
Q2 		$195K Buy
1,535
+12
+0.8% +$1.49K 0.02% 221
2025
Q1 		$188K Hold
1,523
– – 0.02% 220
2024
Q4 		$167K Hold
1,523
– – 0.02% 245
2024
Q3 		$179K Buy
1,523
+1,515
+18,938% +$166K 0.02% 239
2024
Q2 		$804 Hold
8
– – ﹤0.01% 831
2024
Q1 		$824 Hold
8
– – ﹤0.01% 819
2023
Q4 		$643 Hold
8
– – ﹤0.01% 751
2023
Q3 		$567 Buy
+8
New +$581 ﹤0.01% 758
2022
Q1 		– Sell
-230
Closed -$16K – 681
2021
Q4 		$16K Hold
230
– – ﹤0.01% 426
2021
Q3 		$16K Hold
230
– – ﹤0.01% 410
2021
Q2 		$14K Buy
+230
New +$15.1K ﹤0.01% 427
2018
Q4 		– Sell
-500
Closed -$25K – 555
2018
Q3 		$25K Hold
500
– – 0.01% 298
2018
Q2 		$26K Hold
500
– – 0.01% 303
2018
Q1 		$26K Hold
500
– – 0.01% 300
2017
Q4 		$28K Hold
500
– – 0.01% 292
2017
Q3 		$28K Hold
500
– – 0.01% 277
2017
Q2 		$26K Hold
500
– – 0.01% 269
2017
Q1 		$24K Hold
500
– – 0.01% 259
2016
Q4 		$24K Buy
+500
New +$22.9K 0.01% 258

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

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

Tortoise Investment Management reduced its Hartford Financial Services (HIG) stake by 0.13% in Q2 2026, selling an estimated $267 and leaving 1,566 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #244.

Tortoise Investment Management first reported a position in HIG in Q4 2016 and has held it in 23 quarters since. The position peaked at $212K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Tortoise Investment Management held 1,566 shares of Hartford Financial Services worth $208K as of Q2 2026.
  • Tortoise Investment Management sold 2 Hartford Financial Services shares in Q2 2026, an estimated $267.
  • Hartford Financial Services made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #244 holding.
  • Tortoise Investment Management first reported a position in Hartford Financial Services in Q4 2016 and has held it in 23 quarters since.
  • Tortoise Investment Management's Hartford Financial Services position peaked at $212K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.