Who owns The Hartford Financial Services Group (HIG)
Which tracked institutional funds hold HIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HIG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
171 tracked funds added or opened HIG while 281 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HIG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes HIG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HIG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1129 tracked filers holding HIG, 506 increased or opened the position and 601 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HIG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- NewEdge Advisors, LLC$59M
- MARSHALL WACE, LLP$55M
- Jupiter Topco LLC$50M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$41M
- Prana Capital Management, LP$31M
- ADAMS DIVERSIFIED EQUITY FUND, INC.$20M
Full exits 81
- LSV ASSET MANAGEMENT$403M
- Amundi$235M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$183M
- KBC Group NV$85M
- Employees Retirement System of Texas$64M
- JANUS HENDERSON GROUP PLC$52M
Largest adds
- BlackRock, Inc.$246M
- Qube Research & Technologies Ltd$244M
- CITADEL ADVISORS LLC$149M
- TWO SIGMA INVESTMENTS, LP$138M
- NORGES BANK$90M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$83M
Largest trims
- BANK OF AMERICA CORP /DE/$167M
- LOS ANGELES CAPITAL MANAGEMENT LLC$137M
- PRICE T ROWE ASSOCIATES INC /MD/$133M
- FMR LLC$108M
- Bahl & Gaynor LLC$94M
- Robeco Institutional Asset Management B.V.$86M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 30,690,101 | $4.1B | 14.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 17,884,756 | $2.4B | 8.1% | 2026-Q2 |
| STATE STREET CORP added | 16,070,450 | $2.1B | 7.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 15,733,919 | $2.1B | 7.2% | 2026-Q2 |
| FMR LLC trimmed | 10,504,786 | $1.4B | 4.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,241,043 | $1.1B | 3.8% | 2026-Q2 |
| Invesco Ltd. added | 5,667,341 | $751M | 2.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,787,638 | $635M | 2.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 4,541,062 | $606M | 2.1% | 2026-Q2 |
| NORGES BANK added | 4,379,119 | $580M | 2.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,993,187 | $529M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 3,948,913 | $523M | 1.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 3,822,362 | $507M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,595,887 | $477M | 1.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 3,525,156 | $467M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,866,502 | $383M | 1.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,856,115 | $385M | 1.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,794,873 | $370M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,646,977 | $351M | 1.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 2,617,546 | $347M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,549,854 | $338M | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 2,442,429 | $324M | 1.1% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 2,368,234 | $314M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,350,799 | $312M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,306,255 | $306M | 1.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 2,206,847 | $292M | 1.0% | 2026-Q2 |
| Allianz Asset Management GmbH added | 2,014,943 | $272M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,881,726 | $249M | 0.9% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 1,783,914 | $236M | 0.8% | 2026-Q2 |
| UBS Group AG added | 1,733,108 | $230M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,675,919 | $222M | 0.8% | 2026-Q2 |
| AustralianSuper Pty Ltd trimmed | 1,662,165 | $220M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,539,093 | $204M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,476,278 | $196M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,339,818 | $178M | 0.6% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 1,256,027 | $166M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,209,563 | $160M | 0.6% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 1,171,477 | $155M | 0.5% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 1,165,981 | $155M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,148,426 | $152M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,098,517 | $146M | 0.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 1,083,578 | $144M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,076,246 | $143M | 0.5% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 1,071,717 | $142M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 903,369 | $120M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 845,679 | $112M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 787,534 | $104M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 785,767 | $104M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 775,600 | $103M | 0.4% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 734,849 | $97M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 710,210 | $95M | 0.3% | 2026-Q2 |
| Swedbank AB added | 698,969 | $93M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 682,682 | $90M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 665,606 | $88M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 659,688 | $87M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 651,761 | $86M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 634,998 | $84M | 0.3% | 2026-Q2 |
| Man Group plc trimmed | 631,428 | $84M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 601,906 | $80M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 598,340 | $79M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 575,982 | $76M | 0.3% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab added | 575,203 | $76M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 572,648 | $76M | 0.3% | 2026-Q2 |
| EQUITY INVESTMENT CORP added | 569,715 | $75M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 566,057 | $75M | 0.3% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 559,930 | $74M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 559,523 | $74M | 0.3% | 2026-Q2 |
| National Pension Service added | 554,720 | $74M | 0.3% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 545,938 | $72M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 544,097 | $72M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 535,713 | $71M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 531,977 | $70M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 527,343 | $70M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 526,066 | $70M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 511,299 | $68M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 503,531 | $67M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 503,278 | $67M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 469,589 | $62M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 467,822 | $62M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 446,491 | $59M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 412,473 | $55M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 409,359 | $54M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 385,905 | $51M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 378,673 | $50M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 377,648 | $50M | 0.2% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 353,558 | $47M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 334,623 | $44M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 332,638 | $44M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 328,820 | $44M | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 327,648 | $43M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 321,530 | $43M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 320,504 | $42M | 0.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 314,250 | $42M | 0.1% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 313,301 | $42M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 309,946 | $41M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 309,515 | $42M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 309,479 | $41M | 0.1% | 2026-Q2 |
| SEB Asset Management AB trimmed | 302,370 | $40M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 302,226 | $40M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 301,913 | $40M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.