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Asset Dedication LLC’s Hartford Financial Services HIG Stock Holding History

Asset Dedication LLC’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 		$293K Sell
2,170
-73
-3% -$9.96K 0.02% 267
2025
Q4 		$309K Hold
2,243
– – 0.02% 260
2025
Q3 		$299K Hold
2,243
– – 0.02% 274
2025
Q2 		$285K Hold
2,243
– – 0.02% 272
2025
Q1 		$278K Hold
2,243
– – 0.02% 255
2024
Q4 		$245K Buy
2,243
+3
+0.1% +$348 0.02% 269
2024
Q3 		$263K Buy
2,240
+411
+22% +$45.1K 0.02% 293
2024
Q2 		$184K Hold
1,829
– – 0.01% 328
2024
Q1 		$188K Sell
1,829
-10
-0.5% -$917 0.01% 303
2023
Q4 		$148K Sell
1,839
-163
-8% -$12.3K 0.01% 328
2023
Q3 		$142K Sell
2,002
-333
-14% -$24.2K 0.01% 324
2023
Q2 		$168K Hold
2,335
– – 0.01% 323
2023
Q1 		$163K Sell
2,335
-40
-2% -$2.97K 0.02% 317
2022
Q4 		$179K Buy
2,375
+44
+2% +$3.17K 0.02% 309
2022
Q3 		$144K Buy
+2,331
New +$152K 0.02% 315
2022
Q2 		– Sell
-282
Closed -$20K – 680
2022
Q1 		$20K Hold
282
– – ﹤0.01% 554
2021
Q4 		$19K Hold
282
– – ﹤0.01% 548
2021
Q3 		$20K Hold
282
– – ﹤0.01% 560
2021
Q2 		$17K Hold
282
– – ﹤0.01% 546
2021
Q1 		$19K Hold
282
– – ﹤0.01% 435
2020
Q4 		$14K Hold
282
– – ﹤0.01% 508
2020
Q3 		$10K Hold
282
– – ﹤0.01% 528
2020
Q2 		$11K Hold
282
– – ﹤0.01% 444
2020
Q1 		$10K Sell
282
-94
-25% -$4.9K ﹤0.01% 453
2019
Q4 		$23K Buy
376
+44
+13% +$2.64K 0.01% 379
2019
Q3 		$20K Buy
+332
New +$19.4K 0.01% 387

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

Asset Dedication LLC's HIG Position: Q1 2026 in Review

Asset Dedication LLC reduced its Hartford Financial Services (HIG) stake by 3.3% in Q1 2026, selling an estimated $9.96K and leaving 2,170 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #267.

Asset Dedication LLC first reported a position in HIG in Q3 2019 and has held it in 26 quarters since. The position peaked at $309K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Asset Dedication LLC held 2,170 shares of Hartford Financial Services worth $293K as of Q1 2026.
  • Asset Dedication LLC sold 73 Hartford Financial Services shares in Q1 2026, an estimated $9.96K.
  • Hartford Financial Services made up 0.02% of Asset Dedication LLC's portfolio in Q1 2026, its #267 holding.
  • Asset Dedication LLC first reported a position in Hartford Financial Services in Q3 2019 and has held it in 26 quarters since.
  • Asset Dedication LLC's Hartford Financial Services position peaked at $309K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.