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
2019 Q4	–	Sell	-30,000	Closed	-$1.82M	–	4913
2019 Q3	$1.82M	Buy	+30,000	New	+$1.76M	﹤0.01%	1751
2014 Q1	–	Sell	-10,000	Closed	-$362K	–	4063
2013 Q4	$362K	Sell	10,000 -10,000	-50%	-$344K	﹤0.01%	1964
2013 Q3	$622K	Buy	+20,000	New	+$624K	﹤0.01%	1695

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.