VIA
HIG icon

Virtus Investment Advisers’s Hartford Financial Services HIG Stock Holding History

Virtus Investment Advisers’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 		$1.75M Sell
13,185
-1,378
-9% -$184K 0.41% 85
2026
Q1 		$1.97M Sell
14,563
-983
-6% -$134K 0.54% 31
2025
Q4 		$2.14M Buy
15,546
+436
+3% +$57.5K 0.58% 14
2025
Q3 		$2.02M Buy
15,110
+3,439
+29% +$441K 0.58% 29
2025
Q2 		$1.48M Sell
11,671
-856
-7% -$106K 0.5% 80
2025
Q1 		$1.55M Buy
12,527
+10,015
+399% +$1.15M 0.42% 27
2024
Q4 		$275K Hold
2,512
– – 0.22% 150
2024
Q3 		$295K Hold
2,512
– – 0.23% 140
2024
Q2 		$253K Sell
2,512
-128
-5% -$12.8K 0.21% 145
2024
Q1 		$272K Hold
2,640
– – 0.19% 139
2023
Q4 		$212K Buy
+2,640
New +$199K 0.16% 178
2018
Q1 		– Sell
-5,645
Closed -$318K – 199
2017
Q4 		$318K Buy
5,645
+650
+13% +$36.3K 0.03% 346
2017
Q3 		$277K Sell
4,995
-500
-9% -$27.2K 0.03% 375
2017
Q2 		$289K Sell
5,495
-2,756
-33% -$137K 0.03% 385
2017
Q1 		$397K Sell
8,251
-1,085
-12% -$52.5K 0.04% 347
2016
Q4 		$445K Buy
9,336
+6,165
+194% +$283K 0.03% 368
2016
Q3 		$136K Buy
+3,171
New +$133K 0.01% 473

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

Virtus Investment Advisers's HIG Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Hartford Financial Services (HIG) stake by 9.5% in Q2 2026, selling an estimated $184K and leaving 13,185 shares worth $1.75M. The position accounts for 0.41% of the portfolio, ranked #85.

Virtus Investment Advisers first reported a position in HIG in Q3 2016 and has held it in 17 quarters since. The position peaked at $2.14M in Q4 2025. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Virtus Investment Advisers held 13,185 shares of Hartford Financial Services worth $1.75M as of Q2 2026.
  • Virtus Investment Advisers sold 1,378 Hartford Financial Services shares in Q2 2026, an estimated $184K.
  • Hartford Financial Services made up 0.41% of Virtus Investment Advisers's portfolio in Q2 2026, its #85 holding.
  • Virtus Investment Advisers first reported a position in Hartford Financial Services in Q3 2016 and has held it in 17 quarters since.
  • Virtus Investment Advisers's Hartford Financial Services position peaked at $2.14M in Q4 2025.
  • 1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.