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Berger Financial Group’s Hartford Financial Services HIG Stock Holding History

Berger Financial Group’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 		$6.6M Sell
48,800
-3,140
-6% -$429K 0.37% 59
2025
Q4 		$7.16M Sell
51,940
-145
-0.3% -$19.1K 0.41% 52
2025
Q3 		$6.95M Sell
52,085
-311
-0.6% -$39.9K 0.42% 52
2025
Q2 		$6.65M Sell
52,396
-44
-0.1% -$5.47K 0.43% 48
2025
Q1 		$6.49M Sell
52,440
-3,710
-7% -$425K 0.45% 49
2024
Q4 		$6.14M Buy
56,150
+115
+0.2% +$13.3K 0.42% 54
2024
Q3 		$6.59M Sell
56,035
-1,289
-2% -$141K 0.48% 49
2024
Q2 		$5.76M Sell
57,324
-746
-1% -$74.9K 0.46% 48
2024
Q1 		$5.98M Sell
58,070
-2,757
-5% -$253K 0.49% 48
2023
Q4 		$4.89M Sell
60,827
-1,212
-2% -$91.3K 0.51% 57
2023
Q3 		$4.4M Buy
62,039
+909
+1% +$66K 0.51% 61
2023
Q2 		$4.4M Sell
61,130
-1,344
-2% -$94.4K 0.5% 62
2023
Q1 		$4.35M Buy
+62,474
New +$4.64M 0.52% 64

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

Berger Financial Group's HIG Position: Q1 2026 in Review

Berger Financial Group reduced its Hartford Financial Services (HIG) stake by 6% in Q1 2026, selling an estimated $429K and leaving 48,800 shares worth $6.6M. The position accounts for 0.37% of the portfolio, ranked #59.

Berger Financial Group first reported a position in HIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.16M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Berger Financial Group held 48,800 shares of Hartford Financial Services worth $6.6M as of Q1 2026.
  • Berger Financial Group sold 3,140 Hartford Financial Services shares in Q1 2026, an estimated $429K.
  • Hartford Financial Services made up 0.37% of Berger Financial Group's portfolio in Q1 2026, its #59 holding.
  • Berger Financial Group first reported a position in Hartford Financial Services in Q1 2023 and has held it in 13 quarters since.
  • Berger Financial Group's Hartford Financial Services position peaked at $7.16M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.