AFCM
HIG icon

Applied Finance Capital Management’s Hartford Financial Services HIG Stock Holding History

Applied Finance Capital 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
2026
Q1 		$339K Buy
2,508
+634
+34% +$86.5K 0.03% 175
2025
Q4 		$258K Sell
1,874
-3,503
-65% -$462K 0.02% 211
2025
Q3 		$717K Sell
5,377
-703
-12% -$90.2K 0.05% 141
2025
Q2 		$771K Sell
6,080
-936
-13% -$116K 0.05% 154
2025
Q1 		$868K Buy
7,016
+865
+14% +$99.2K 0.06% 131
2024
Q4 		$673K Sell
6,151
-656
-10% -$76.1K 0.03% 154
2024
Q3 		$801K Buy
6,807
+561
+9% +$61.5K 0.03% 145
2024
Q2 		$628K Buy
+6,246
New +$627K 0.03% 161

Other funds holding HIG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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