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Brookwood Investment Group’s Hartford Financial Services HIG Stock Holding History

Brookwood Investment 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
2025
Q4 		– Sell
-3,804
Closed -$507K – 541
2025
Q3 		$507K Buy
+3,804
New +$488K 0.07% 258
2025
Q2 		– Sell
-8,217
Closed -$1.02M – 485
2025
Q1 		$1.02M Buy
+8,217
New +$942K 0.17% 115

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Brookwood Investment Group's HIG Position: Q4 2025 in Review

Brookwood Investment Group sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 3,804 shares — an estimated $507K sold.

Brookwood Investment Group first reported a position in HIG in Q1 2025 and held it in 2 quarters. The position peaked at $1.02M in Q1 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

  • Brookwood Investment Group reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 3,804 Hartford Financial Services shares in Q4 2025, an estimated $507K.
  • Brookwood Investment Group first reported a position in Hartford Financial Services in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Hartford Financial Services position peaked at $1.02M in Q1 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.