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Carderock Capital Management’s Hartford Financial Services HIG Stock Holding History

Carderock 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
-1,400
Closed -$178K – 91
2025
Q2 		$178K Buy
+1,400
New +$174K 0.05% 77
2023
Q2 		– Sell
-1,875
Closed -$131K – 80
2023
Q1 		$131K Buy
+1,875
New +$139K 0.05% 70

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carderock Capital Management's HIG Position: Q3 2025 in Review

Carderock Capital Management sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 1,400 shares — an estimated $178K sold.

Carderock Capital Management first reported a position in HIG in Q1 2023 and held it in 2 quarters. The position peaked at $178K in Q2 2025. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

  • Carderock Capital Management reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
  • Carderock Capital Management sold 1,400 Hartford Financial Services shares in Q3 2025, an estimated $178K.
  • Carderock Capital Management first reported a position in Hartford Financial Services in Q1 2023 and held it in 2 quarters.
  • Carderock Capital Management's Hartford Financial Services position peaked at $178K in Q2 2025.
  • 1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.