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Caldwell Trust’s Hartford Financial Services HIG Stock Holding History

Caldwell Trust’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 		$154K Hold
1,142
– – 0.01% 358
2025
Q4 		$157K Hold
1,142
– – 0.01% 351
2025
Q3 		$152K Hold
1,142
– – 0.01% 346
2025
Q2 		$145K Hold
1,142
– – 0.01% 346
2025
Q1 		$141K Hold
1,142
– – 0.02% 349
2024
Q4 		$125K Hold
1,142
– – 0.01% 362
2024
Q3 		$134K Hold
1,142
– – 0.01% 359
2024
Q2 		$115K Sell
1,142
-181
-14% -$18.2K 0.01% 370
2024
Q1 		$136K Hold
1,323
– – 0.02% 353
2023
Q4 		$106K Sell
1,323
-102
-7% -$7.68K 0.01% 362
2023
Q3 		$101K Hold
1,425
– – 0.01% 355
2023
Q2 		$103K Sell
1,425
-333
-19% -$23.4K 0.01% 360
2023
Q1 		$123K Sell
1,758
-480
-21% -$35.6K 0.02% 336
2022
Q4 		$170K Hold
2,238
– – 0.02% 297
2022
Q3 		$139K Hold
2,238
– – 0.02% 315
2022
Q2 		$146K Hold
2,238
– – 0.02% 315
2022
Q1 		$161K Buy
2,238
+481
+27% +$33.9K 0.02% 310
2021
Q4 		$121K Hold
1,757
– – 0.01% 349
2021
Q3 		$123K Hold
1,757
– – 0.02% 337
2021
Q2 		$109K Hold
1,757
– – 0.01% 347
2021
Q1 		$117K Hold
1,757
– – 0.02% 325
2020
Q4 		$86.1K Hold
1,757
– – 0.01% 355
2020
Q3 		$64.8K Hold
1,757
– – 0.01% 380
2020
Q2 		$67.7K Hold
1,757
– – 0.01% 378
2020
Q1 		$61.9K Hold
1,757
– – 0.01% 388
2019
Q4 		$107K Buy
+1,757
New +$105K 0.02% 349

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

Caldwell Trust's HIG Position: Q1 2026 in Review

Caldwell Trust held its Hartford Financial Services (HIG) position steady in Q1 2026 at 1,142 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #358.

Caldwell Trust first reported a position in HIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $170K in Q4 2022. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Caldwell Trust held 1,142 shares of Hartford Financial Services worth $154K as of Q1 2026.
  • Caldwell Trust left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #358 holding.
  • Caldwell Trust first reported a position in Hartford Financial Services in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Hartford Financial Services position peaked at $170K in Q4 2022.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.