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 Q2	$237K	Sell	1,790 -718	-29%	-$96K	0.02%	206
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Applied Finance Capital Management's HIG Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Hartford Financial Services (HIG) stake by 29% in Q2 2026, selling an estimated $96K and leaving 1,790 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #206.

Applied Finance Capital Management first reported a position in HIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $868K in Q1 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Applied Finance Capital Management held 1,790 shares of Hartford Financial Services worth $237K as of Q2 2026.
Applied Finance Capital Management sold 718 Hartford Financial Services shares in Q2 2026, an estimated $96K.
Hartford Financial Services made up 0.02% of Applied Finance Capital Management's portfolio in Q2 2026, its #206 holding.
Applied Finance Capital Management first reported a position in Hartford Financial Services in Q2 2024 and has held it in 9 quarters since.
Applied Finance Capital Management's Hartford Financial Services position peaked at $868K in Q1 2025.
1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.