Brown, Lisle/Cummings’s Hartford Financial Services HIG Stock Holding History

Brown, Lisle/Cummings’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	$158K	Sell	1,171 -22	-2%	-$3K	0.04%	243
2025 Q4	$164K	Hold	1,193	–	–	0.04%	231
2025 Q3	$159K	Sell	1,193 -200	-14%	-$25.7K	0.04%	228
2025 Q2	$177K	Hold	1,393	–	–	0.05%	222
2025 Q1	$172K	Hold	1,393	–	–	0.05%	219
2024 Q4	$152K	Hold	1,393	–	–	0.05%	227
2024 Q3	$164K	Sell	1,393 -400	-22%	-$43.9K	0.05%	224
2024 Q2	$180K	Sell	1,793 -150	-8%	-$15.1K	0.06%	210
2024 Q1	$200K	Sell	1,943 -104	-5%	-$9.53K	0.07%	196
2023 Q4	$165K	Hold	2,047	–	–	0.06%	205
2023 Q3	$145K	Hold	2,047	–	–	0.07%	202
2023 Q2	$147K	Hold	2,047	–	–	0.07%	204
2023 Q1	$143K	Hold	2,047	–	–	0.07%	194
2022 Q4	$155K	Buy	2,047 +150	+8%	+$10.8K	0.08%	181
2022 Q3	$118K	Sell	1,897 -225	-11%	-$14.6K	0.07%	194
2022 Q2	$139K	Hold	2,122	–	–	0.08%	187
2022 Q1	$152K	Hold	2,122	–	–	0.07%	188
2021 Q4	$147K	Buy	+2,122	New	+$150K	0.07%	185

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Brown, Lisle/Cummings's HIG Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its Hartford Financial Services (HIG) stake by 1.8% in Q1 2026, selling an estimated $3K and leaving 1,171 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #243.

Brown, Lisle/Cummings first reported a position in HIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $200K in Q1 2024. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Brown, Lisle/Cummings held 1,171 shares of Hartford Financial Services worth $158K as of Q1 2026.
Brown, Lisle/Cummings sold 22 Hartford Financial Services shares in Q1 2026, an estimated $3K.
Hartford Financial Services made up 0.04% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #243 holding.
Brown, Lisle/Cummings first reported a position in Hartford Financial Services in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Hartford Financial Services position peaked at $200K in Q1 2024.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.