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Caprock Group’s Hartford Financial Services HIG Stock Holding History

Caprock 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
2026
Q1 		$5.84M Sell
42,975
-1,837
-4% -$251K 0.14% 118
2025
Q4 		$6.2M Buy
44,812
+1,868
+4% +$246K 0.13% 130
2025
Q3 		$5.68M Buy
+42,944
New +$5.51M 0.14% 115
2025
Q1 		$4.98M Buy
40,048
+558
+1% +$64K 0.15% 117
2024
Q4 		$4.34M Buy
+39,490
New +$4.58M 0.14% 119
2024
Q2 		– Sell
-4,348
Closed -$450K – 883
2024
Q1 		$450K Sell
4,348
-86
-2% -$7.88K 0.03% 446
2023
Q4 		$358K Buy
4,434
+328
+8% +$24.7K 0.02% 486
2023
Q3 		$293K Buy
4,106
+329
+9% +$23.9K 0.02% 498
2023
Q2 		$274K Buy
+3,777
New +$265K 0.02% 522
2022
Q4 		– Sell
-3,922
Closed -$244K – 579
2022
Q3 		$244K Sell
3,922
-316
-7% -$20.6K 0.02% 462
2022
Q2 		$279K Buy
4,238
+740
+21% +$51.9K 0.03% 402
2022
Q1 		$253K Sell
3,498
-84
-2% -$5.92K 0.02% 487
2021
Q4 		$249K Sell
3,582
-121
-3% -$8.54K 0.02% 490
2021
Q3 		$261K Buy
3,703
+209
+6% +$13.8K 0.02% 421
2021
Q2 		$218K Buy
3,494
+3
+0.1% +$197 0.02% 474
2021
Q1 		$234K Buy
+3,491
New +$189K 0.03% 415

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

Caprock Group's HIG Position: Q1 2026 in Review

Caprock Group reduced its Hartford Financial Services (HIG) stake by 4.1% in Q1 2026, selling an estimated $251K and leaving 42,975 shares worth $5.84M. The position accounts for 0.14% of the portfolio, ranked #118.

Caprock Group first reported a position in HIG in Q1 2021 and has held it in 16 quarters since. The position peaked at $6.2M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Caprock Group held 42,975 shares of Hartford Financial Services worth $5.84M as of Q1 2026.
  • Caprock Group sold 1,837 Hartford Financial Services shares in Q1 2026, an estimated $251K.
  • Hartford Financial Services made up 0.14% of Caprock Group's portfolio in Q1 2026, its #118 holding.
  • Caprock Group first reported a position in Hartford Financial Services in Q1 2021 and has held it in 16 quarters since.
  • Caprock Group's Hartford Financial Services position peaked at $6.2M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.