52% buyers of institutions opening or closing positions this quarter
9 more new buyers than exits, ownership rose 9.10 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
52% buyers of institutions opening or closing positions this quarter
111.3% institutional ownership
BAHL & GAYNOR portfolio allocation
Institutional ownership vs Insurance - Diversified peers
No Form 4 insider transactions on file
Latest positioning in HIG across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HIG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | American State Bank (Iowa) | 372K | $9.30B | — | 0.135% | 0.92% |
| 2 | BlackRock, Inc. | 31.7M | $4.29B | -0.7% | 11.542% | 0.07% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 18.0M | $2.43B | — | 6.544% | 0.06% |
| 4 | STATE STREET CORP | 16.1M | $2.18B | 0.0% | 5.839% | 0.08% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.9M | $2.15B | — | 5.789% | 0.11% |
| 6 | FMR LLC | 11.1M | $1.50B | -6.2% | 4.042% | 0.08% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 8.2M | $1.11B | +3.2% | 2.984% | 0.07% |
| 8 | Invesco Ltd. | 5.1M | $685.1M | +0.7% | 1.842% | 0.10% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 4.7M | $635.5M | +1.6% | 1.709% | 0.13% |
| 10 | UBS ASSET MANAGEMENT AMERICAS INC | 4.4M | $594.2M | +3.0% | 1.598% | 0.12% |
| 11 | NORDEA INVESTMENT MANAGEMENT AB | 4.4M | $591.6M | +0.9% | 1.610% | 0.55% |
| 12 | FRANKLIN RESOURCES INC | 4.0M | $537.6M | +11.8% | 1.446% | 0.13% |
| 13 | MORGAN STANLEY | 3.9M | $532.0M | -1.0% | 1.431% | 0.03% |
| 14 | NORTHERN TRUST CORP | 3.9M | $526.9M | -0.0% | 1.417% | 0.07% |
| 15 | BANK OF AMERICA CORP /DE/ | 3.8M | $518.2M | +2.1% | 1.393% | 0.04% |
| 16 | FIRST TRUST ADVISORS LP | 3.5M | $468.1M | +5.8% | 1.259% | 0.33% |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 3.0M | $406.9M | -2.2% | 1.094% | 0.26% |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.8M | $386.9M | -1.8% | 1.025% | 0.13% |
| 19 | Legal & General Group Plc | 2.6M | $355.8M | +3.8% | 0.957% | 0.08% |
| 20 | BAHL & GAYNOR INC | 2.4M | $330.6M | +0.1% | 0.889% | 1.67% |
| 21 | Bank of New York Mellon Corp | 2.4M | $327.9M | -6.8% | 0.882% | 0.06% |
| 22 | Newport Trust Co | 2.4M | $326.9M | -1.7% | 0.879% | 0.80% |
| 23 | GOLDMAN SACHS GROUP INC | 2.3M | $308.7M | -3.3% | 0.830% | 0.04% |
| 24 | AustralianSuper Pty Ltd | 2.0M | $276.6M | +2.7% | 0.744% | 1.44% |
| 25 | Allianz Asset Management GmbH | 2.0M | $264.7M | +19.9% | 0.712% | 0.28% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HIG — a direct measure of their conviction.
Filings activity in HIG during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,162 | +0.8% | 111.28% | +9.10 pp | $41.43B | +8.9% |
| Q4 2025 | 1,153 | +5.5% | 102.18% | +14.83 pp | $38.04B | +17% |
| Q3 2025 | 1,093 | +0.6% | 87.35% | 5.32 pp | $32.52B | 5.7% |
| Q2 2025 | 1,087 | +5.3% | 92.67% | +14.35 pp | $34.50B | +18% |
| Q1 2025 | 1,032 | +2.5% | 78.32% | 10.16 pp | $29.16B | 11% |
| Q4 2024 | 1,007 | +3.2% | 88.48% | 25.45 pp | $32.94B | 22% |
| Q3 2024 | 976 | +8.7% | 113.93% | +26.03 pp | $42.41B | +30% |
| Q2 2024 | 898 | — | 87.90% | — | $32.72B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for HIG.
Quick answers to the most common questions about buying HIG stock.
Based on Q1 2026 13F filings, institutional ownership of The Hartford Financial Services Group, Inc. stands at 111.3%, held across 1,162 reporting institutions.
American State Bank (Iowa) is the largest reported institutional holder of HIG, with approximately 372,484 shares worth $9.30B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of HIG.
Our composite Smart Money Score for HIG is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
139 institutions opened new positions in HIG during Q1 2026, while 130 fully exited. 366 added to existing positions and 647 trimmed.
HIG institutional ownership rose by 9.10 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 60.1% of all reported 13F value in HIG, and the top 25 account for 74.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.