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Winthrop Advisory Group’s Hartford Financial Services HIG Stock Holding History

Winthrop Advisory Group’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 		$310K Buy
2,326
+135
+6% +$18.1K 0.02% 165
2026
Q1 		$298K Buy
2,191
+14
+0.6% +$1.91K 0.02% 140
2025
Q4 		$301K Buy
2,177
+3
+0.1% +$396 0.03% 142
2025
Q3 		$291K Buy
2,174
+3
+0.1% +$385 0.03% 143
2025
Q2 		$277K Buy
2,171
+3
+0.1% +$373 0.03% 140
2025
Q1 		$269K Buy
2,168
+4
+0.2% +$459 0.03% 125
2024
Q4 		$237K Buy
2,164
+3
+0.1% +$348 0.03% 135
2024
Q3 		$255K Buy
2,161
+31
+1% +$3.4K 0.03% 121
2024
Q2 		$214K Buy
2,130
+4
+0.2% +$401 0.03% 132
2024
Q1 		$220K Buy
+2,126
New +$195K 0.03% 132

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

Winthrop Advisory Group's HIG Position: Q2 2026 in Review

Winthrop Advisory Group increased its Hartford Financial Services (HIG) stake by 6.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,326 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #165.

Winthrop Advisory Group first reported a position in HIG in Q1 2024 and has held it in 10 quarters since. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Winthrop Advisory Group held 2,326 shares of Hartford Financial Services worth $310K as of Q2 2026.
  • Winthrop Advisory Group bought 135 Hartford Financial Services shares in Q2 2026, an estimated $18.1K.
  • Hartford Financial Services made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #165 holding.
  • Winthrop Advisory Group first reported a position in Hartford Financial Services in Q1 2024 and has held it in 10 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.