Bank of Montreal
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Bank of Montreal’s Hartford Financial Services HIG Stock Holding History

Bank of Montreal’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
2018
Q2 		– Sell
-5,000
Closed -$258K – 4783
2018
Q1 		$258K Buy
+5,000
New +$274K ﹤0.01% 2509
2013
Q4 		– Sell
-33,600
Closed -$1.05M – 3809
2013
Q3 		$1.05M Hold
33,600
– – ﹤0.01% 1428
2013
Q2 		$1.04M Buy
+33,600
New +$969K ﹤0.01% 1383

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of Montreal's HIG Position: Q2 2026 in Review

Bank of Montreal reduced its Hartford Financial Services (HIG) stake by 0.63% in Q2 2026, selling an estimated $446K and leaving 526,066 shares worth $69.7M. The position accounts for 0.02% of the portfolio, ranked #492.

Bank of Montreal first reported a position in HIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $71.6M in Q1 2026. 863 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Bank of Montreal held 526,066 shares of Hartford Financial Services worth $69.7M as of Q2 2026.
  • Bank of Montreal sold 3,338 Hartford Financial Services shares in Q2 2026, an estimated $446K.
  • Hartford Financial Services made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #492 holding.
  • Bank of Montreal first reported a position in Hartford Financial Services in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Hartford Financial Services position peaked at $71.6M in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.