Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hartford Insurance Group Inc (HIG)

1K + Investors. Track Smart Money conviction in HIG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
11Q ▲
Buyers last Q
48%

Smart Money Signals — HIG

Based on 1198 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added HIG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,198 hedge funds hold HIG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+111 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

535 buying572 selling
Last quarter: 572 funds reduced or exited vs 535 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 119 → 167 → 133 → 122. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 19% medium 17% new
769 out of 1,198 hedge funds have held HIG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +22%, value +0%

Value
+0%
Shares
+21%
Last quarter: funds added +22% more shares while total portfolio value only changed +0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~122 new funds/quarter

132 → 119 → 167 → 133 → 122 new funds/Q
New funds entering each quarter: 119 → 167 → 133 → 122. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

67% veterans 13% 1-2yr 20% new
Entry-cohort mix of 1,218 holders: 819 (67%) are 2+ year veterans, 160 entered 1–2 years ago, and 239 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
65 of 1195 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in HIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HIG

In 2026 Q2, 535 hedge funds were net buyers of HIG (122 opened a new position, 413 added to an existing one), while 572 reduced or exited (465 trimmed, 107 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in HIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 1198.

Hedge Fund Ownership: HIG

How many hedge funds hold HIG — quarterly history vs. share price
Quarterly hedge fund ownership of HIG vs. share price

Market Analysis: HIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HIG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hartford Insurance Group Inc (HIG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HIG has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 86d ago
HIG
-3.0%
XLF
+2.0%

HIG outperformed XLF by -5.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 41d ago
HIG
-6.5%
XLF
-6.0%

Since the filing became public, HIG outperformed XLF by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: HIG
1K + Investors

Track Smart Money conviction in HIG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1187 1183 0.34%
13F Shares 252M 252M 0.23%
Total Value $32.23B $32.55B -1.0%
New Positions 119 133 -14
Increased Positions 410 460 -50
Closed Positions 112 119 -7
Reduced Positions 454 372 +82
Total Calls 11 8 37.5%
Total Puts 11 10 10.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: HIG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HIG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HIG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 New Vernon Investment Management LLC 3.63% 22,387 $3.0M
2 Philadelphia Financial Management of San Francisco, LLC 3.17% 118,700 $15.7M
3 Monte Financial Group, LLC 2.10% 46,146 $6.5M
4 Klein Pavlis & Peasley Financial, INC. 2.09% 30,343 $4.0M
5 iSAM Funds (UK) Ltd 1.82% 19,400 $2.6M
6 Bellars Harris Wealth Management, LLC 1.72% 63,780 $8.5M
7 Summit Place Financial Advisors, LLC 1.53% 26,305 $3.5M
8 Board of the Pension Protection Fund 1.46% 11,600 $1.5M
9 Equity Investment Corp 1.44% 569,715 $75.5M
10 EDENTREE ASSET MANAGEMENT Ltd 1.38% 34,100 $4.5M
11 NFC Investments, LLC 1.18% 35,000 $4.6M
12 Great Lakes Advisors, LLC 1.18% 1,165,981 $154.5M
13 Bahl & Gaynor LLC 1.09% 1,783,914 $236.4M
14 Aurora Investment Counsel 1.09% 15,957 $2.1M
15 Uncommon Cents Investing LLC 1.08% 37,650 $5.0M
16 Harvest Investment Advisors, LLC 0.98% 14,964 $2.0M
17 Dean Capital Management 0.96% 19,993 $2.6M
18 AustralianSuper Pty Ltd 0.95% 1,662,165 $220.3M
19 Financial Advisory Partners, LLC 0.95% 27,481 $3.6M
20 Dividend Assets Capital, LLC 0.95% 37,077 $4.9M
21 Prana Capital Management, LP 0.95% 235,880 $31.3M
22 MQS Management LLC 0.93% 5,777 $766K
23 Lecap Asset Management Ltd 0.87% 15,281 $2.0M
24 Quantbot Technologies LP 0.85% 162,776 $21.6M
25 American State Bank (Iowa) 0.84% 15,664 $2.1M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hartford Insurance Group Inc (HIG)

What does the Smart Money Trend signal show for HIG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added HIG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HIG?

More sellers than buyers — 48% buying: Last quarter: 572 funds reduced or exited vs 535 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HIG holders?

Elite ownership — 62% AUM from top-100 funds: 65 of 1195 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in HIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HIG?

64% of holders stayed for 2+ years: 769 out of 1,198 hedge funds have held HIG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hartford Insurance Group Inc (HIG) following the 2026 Q2 hedge fund 13F filings?

As of today, HIG has moved -6.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.0% for the XLF sector ETF — an outperformance of -0.5%. Since the quarter end (June 30, 2026), HIG has gained -3.0% vs +2.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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