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Affinity Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Affinity Investment Advisors’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
Q1 		$1.64M Buy
12,110
+7,690
+174% +$1.05M 1.02% 34
2025
Q4 		$609K Buy
4,420
+2,238
+103% +$295K 0.4% 79
2025
Q3 		$291K Hold
2,182
– – 0.2% 107
2025
Q2 		$277K Hold
2,182
– – 0.21% 112
2025
Q1 		$270K Hold
2,182
– – 0.22% 118
2024
Q4 		$239K Sell
2,182
-406
-16% -$47.1K 0.2% 118
2024
Q3 		$304K Hold
2,588
– – 0.21% 111
2024
Q2 		$260K Sell
2,588
-412
-14% -$41.4K 0.2% 113
2024
Q1 		$309K Hold
3,000
– – 0.23% 109
2023
Q4 		$241K Sell
3,000
-1,942
-39% -$146K 0.16% 164
2023
Q3 		$350K Sell
4,942
-602
-11% -$43.7K 0.23% 147
2023
Q2 		$399K Buy
5,544
+2,544
+85% +$179K 0.23% 148
2023
Q1 		$209K Sell
3,000
-360
-11% -$26.7K 0.11% 184
2022
Q4 		$255K Buy
+3,360
New +$242K 0.12% 173
2020
Q3 		– Sell
-38,722
Closed -$1.49M – 151
2020
Q2 		$1.49M Sell
38,722
-8,217
-18% -$313K 0.71% 49
2020
Q1 		$1.65M Buy
46,939
+4,670
+11% +$243K 0.84% 44
2019
Q4 		$2.57M Buy
42,269
+375
+0.9% +$22.5K 0.93% 44
2019
Q3 		$2.54M Sell
41,894
-9,663
-19% -$565K 0.8% 49
2019
Q2 		$2.87M Sell
51,557
-43,120
-46% -$2.28M 0.82% 47
2019
Q1 		$4.71M Sell
94,677
-53,124
-36% -$2.52M 0.96% 48
2018
Q4 		$6.57M Sell
147,801
-2,896
-2% -$130K 1.15% 42
2018
Q3 		$7.53M Buy
150,697
+22,001
+17% +$1.13M 0.99% 46
2018
Q2 		$6.58M Sell
128,696
-10,633
-8% -$557K 0.93% 47
2018
Q1 		$7.18M Sell
139,329
-62
-0% -$3.39K 0.84% 53
2017
Q4 		$7.84M Sell
139,391
-15,748
-10% -$879K 0.89% 51
2017
Q3 		$8.6M Sell
155,139
-97,673
-39% -$5.31M 1% 47
2017
Q2 		$13.3M Buy
+252,812
New +$12.5M 1.59% 16
2016
Q3 		– Sell
-7,940
Closed -$352K – 163
2016
Q2 		$352K Hold
7,940
– – 0.03% 126
2016
Q1 		$366K Sell
7,940
-116,974
-94% -$4.92M 0.03% 120
2015
Q4 		$5.43M Sell
124,914
-351,365
-74% -$16.1M 0.47% 61
2015
Q3 		$21.8M Sell
476,279
-85,926
-15% -$3.97M 1.99% 6
2015
Q2 		$23.4M Sell
562,205
-60,182
-10% -$2.51M 1.87% 11
2015
Q1 		$26M Buy
622,387
+133,049
+27% +$5.45M 1.88% 10
2014
Q4 		$20.4M Buy
489,338
+19,172
+4% +$758K 1.89% 13
2014
Q3 		$17.5M Buy
470,166
+67,274
+17% +$2.43M 1.78% 11
2014
Q2 		$14.4M Sell
402,892
-429
-0.1% -$15.1K 1.64% 27
2014
Q1 		$14.2M Buy
403,321
+7
+0% +$244 1.68% 26
2013
Q4 		$14.6M Sell
403,314
-21,421
-5% -$738K 1.78% 22
2013
Q3 		$13.2M Sell
424,735
-241,554
-36% -$7.54M 1.71% 22
2013
Q2 		$20.6M Buy
+666,289
New +$19.2M 1.79% 17

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Affinity Investment Advisors's HIG Position: Q1 2026 in Review

Affinity Investment Advisors increased its Hartford Financial Services (HIG) stake by 174% in Q1 2026, buying an estimated $1.05M and bringing the position to 12,110 shares worth $1.64M. The position accounts for 1.02% of the portfolio, ranked #34.

Affinity Investment Advisors first reported a position in HIG in Q2 2013 and has held it in 40 quarters since. The position peaked at $26M in Q1 2015. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Affinity Investment Advisors held 12,110 shares of Hartford Financial Services worth $1.64M as of Q1 2026.
  • Affinity Investment Advisors bought 7,690 Hartford Financial Services shares in Q1 2026, an estimated $1.05M.
  • Hartford Financial Services made up 1.02% of Affinity Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • Affinity Investment Advisors first reported a position in Hartford Financial Services in Q2 2013 and has held it in 40 quarters since.
  • Affinity Investment Advisors's Hartford Financial Services position peaked at $26M in Q1 2015.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.