AMJ Financial Wealth Management’s Hartford Financial Services HIG Stock Holding History

AMJ Financial Wealth Management’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
2025 Q4	–	Sell	-85,274	Closed	-$11.4M	–	95
2025 Q3	$11.4M	Buy	85,274 +912	+1%	+$117K	2.71%	12
2025 Q2	$10.7M	Buy	84,362 +26,966	+47%	+$3.35M	2.66%	13
2025 Q1	$7.1M	Buy	+57,396	New	+$6.58M	2.1%	22

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

AMJ Financial Wealth Management's HIG Position: Q4 2025 in Review

AMJ Financial Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 85,274 shares — an estimated $11.4M sold.

AMJ Financial Wealth Management first reported a position in HIG in Q1 2025 and held it in 3 quarters. The position peaked at $11.4M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

AMJ Financial Wealth Management reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 85,274 Hartford Financial Services shares in Q4 2025, an estimated $11.4M.
AMJ Financial Wealth Management first reported a position in Hartford Financial Services in Q1 2025 and held it in 3 quarters.
AMJ Financial Wealth Management's Hartford Financial Services position peaked at $11.4M in Q3 2025.
1,182 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.