Brinker Capital Investments’s Hartford Financial Services HIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08M	Buy	15,379 +2,945	+24%	+$402K	0.02%	744
2025 Q4	$1.71M	Sell	12,434 -1,412	-10%	-$186K	0.01%	934
2025 Q3	$1.85M	Buy	13,846 +278	+2%	+$35.7K	0.01%	877
2025 Q2	$1.72M	Sell	13,568 -331	-2%	-$41.1K	0.01%	867
2025 Q1	$1.72M	Buy	13,899 +2,433	+21%	+$279K	0.02%	789
2024 Q4	$1.25M	Sell	11,466 -61	-0.5%	-$7.07K	0.01%	925
2024 Q3	$1.36M	Sell	11,527 -62	-0.5%	-$6.8K	0.01%	891
2024 Q2	$1.17M	Sell	11,589 -993	-8%	-$99.7K	0.01%	919
2024 Q1	$1.3M	Sell	12,582 -1,053	-8%	-$96.5K	0.01%	871
2023 Q4	$1.12M	Sell	13,635 -803	-6%	-$60.5K	0.01%	896
2023 Q3	$1.02M	Buy	14,438 +219	+2%	+$15.9K	0.01%	925
2023 Q2	$1.02M	Buy	14,219 +353	+3%	+$24.8K	0.01%	947
2023 Q1	$966K	Buy	13,866 +3,157	+29%	+$234K	0.01%	890
2022 Q4	$812K	Sell	10,709 -1,463	-12%	-$105K	0.02%	800
2022 Q3	$754K	Sell	12,172 -35	-0.3%	-$2.28K	0.02%	809
2022 Q2	$799K	Sell	12,207 -229	-2%	-$16.1K	0.02%	826
2022 Q1	$893K	Sell	12,436 -315	-2%	-$22.2K	0.01%	837
2021 Q4	$880K	Buy	+12,751	New	+$900K	0.01%	862
2016 Q1	–	Sell	-12	Closed	-$1K	–	534
2015 Q4	$1K	Buy	+12	New	+$550	﹤0.01%	513