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Barrett & Company’s Hartford Financial Services HIG Stock Holding History

Barrett & Company’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 		$27K Hold
200
– – 0.01% 361
2025
Q4 		$27.6K Hold
200
– – 0.01% 360
2025
Q3 		$26.7K Hold
200
– – 0.01% 369
2025
Q2 		$25.4K Sell
200
-18
-8% -$2.24K 0.01% 385
2025
Q1 		$27K Sell
218
-75
-26% -$8.6K 0.01% 343
2024
Q4 		$32.1K Buy
293
+93
+47% +$10.8K 0.01% 328
2024
Q3 		$23.5K Sell
200
-93
-32% -$10.2K 0.01% 345
2024
Q2 		$29.5K Hold
293
– – 0.01% 326
2024
Q1 		$30.2K Hold
293
– – 0.01% 328
2023
Q4 		$23.6K Hold
293
– – 0.01% 327
2023
Q3 		$20.8K Hold
293
– – 0.01% 334
2023
Q2 		$21.1K Hold
293
– – 0.01% 340
2023
Q1 		$20.4K Hold
293
– – 0.01% 326
2022
Q4 		$22.2K Hold
293
– – 0.01% 301
2022
Q3 		$22.2K Buy
+293
New +$19.1K 0.01% 301

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

Barrett & Company's HIG Position: Q1 2026 in Review

Barrett & Company held its Hartford Financial Services (HIG) position steady in Q1 2026 at 200 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #361.

Barrett & Company first reported a position in HIG in Q3 2022 and has held it in 15 quarters since. The position peaked at $32.1K in Q4 2024. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Barrett & Company held 200 shares of Hartford Financial Services worth $27K as of Q1 2026.
  • Barrett & Company left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #361 holding.
  • Barrett & Company first reported a position in Hartford Financial Services in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Hartford Financial Services position peaked at $32.1K in Q4 2024.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.