Burns Matteson Capital Management’s Hartford Financial Services HIG Stock Holding History

Burns Matteson Capital Management’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 Q3	–	Sell	-3,827	Closed	-$486K	–	214
2025 Q2	$486K	Sell	3,827 -261	-6%	-$32.4K	0.23%	75
2025 Q1	$506K	Buy	+4,088	New	+$469K	0.27%	65
2024 Q4	–	Sell	-3,149	Closed	-$370K	–	175
2024 Q3	$370K	Buy	+3,149	New	+$345K	0.21%	89
2021 Q2	–	Sell	-3,748	Closed	-$250K	–	136
2021 Q1	$250K	Buy	+3,748	New	+$203K	0.24%	68

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Burns Matteson Capital Management's HIG Position: Q3 2025 in Review

Burns Matteson Capital Management sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 3,827 shares — an estimated $486K sold.

Burns Matteson Capital Management first reported a position in HIG in Q1 2021 and held it in 4 quarters. The position peaked at $506K in Q1 2025. 1,129 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

Burns Matteson Capital Management reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 3,827 Hartford Financial Services shares in Q3 2025, an estimated $486K.
Burns Matteson Capital Management first reported a position in Hartford Financial Services in Q1 2021 and held it in 4 quarters.
Burns Matteson Capital Management's Hartford Financial Services position peaked at $506K in Q1 2025.
1,129 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on Burns Matteson Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.