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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Hartford Financial Services HIG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$17.5K Sell
132
-475
-78% -$63.5K ﹤0.01% 1314
2026
Q1 		$82.1K Buy
607
+23
+4% +$3.14K 0.01% 813
2025
Q4 		$80.4K Buy
584
+128
+28% +$16.9K 0.01% 838
2025
Q3 		$60.9K Buy
456
+314
+221% +$40.3K 0.01% 877
2025
Q2 		$18.1K Buy
142
+8
+6% +$994 ﹤0.01% 1263
2025
Q1 		$16.6K Sell
134
-393
-75% -$45.1K ﹤0.01% 1302
2024
Q4 		$57.7K Buy
527
+31
+6% +$3.59K 0.01% 825
2024
Q3 		$58.3K Buy
+496
New +$54.4K 0.01% 878

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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 $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s HIG Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Hartford Financial Services (HIG) stake by 78% in Q2 2026, selling an estimated $63.5K and leaving 132 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in HIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $82.1K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 132 shares of Hartford Financial Services worth $17.5K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 475 Hartford Financial Services shares in Q2 2026, an estimated $63.5K.
  • Hartford Financial Services made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1314 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Hartford Financial Services in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Hartford Financial Services position peaked at $82.1K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.