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 Q3	$80.9K	Hold	661	–	–	0.01%	443
2026 Q2	$87.6K	Sell	661 -481	-42%	-$64.3K	0.01%	429
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Caldwell Trust's HIG Position: Q3 2026 in Review

Caldwell Trust held its Hartford Financial Services (HIG) position steady in Q3 2026 at 661 shares worth $80.9K. The position accounts for 0.01% of the portfolio, ranked #443.

Caldwell Trust first reported a position in HIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $170K in Q4 2022. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

Caldwell Trust held 661 shares of Hartford Financial Services worth $80.9K as of Q3 2026.
Caldwell Trust left its Hartford Financial Services share count unchanged in Q3 2026.
Hartford Financial Services made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #443 holding.
Caldwell Trust first reported a position in Hartford Financial Services in Q4 2019 and has held it in 28 quarters since.
Caldwell Trust's Hartford Financial Services position peaked at $170K in Q4 2022.
660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.