CastleKeep Investment Advisors’s Hartford Financial Services HIG Stock Holding History

CastleKeep Investment Advisors’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	–	Sell	-13,137	Closed	-$1.81M	–	77
2025 Q4	$1.81M	Buy	13,137 +86	+0.7%	+$11.3K	0.82%	32
2025 Q3	$1.74M	Buy	13,051 +2,620	+25%	+$336K	0.81%	34
2025 Q2	$1.32M	Buy	+10,431	New	+$1.3M	0.65%	46
2024 Q4	–	Sell	-9,141	Closed	-$1.08M	–	99
2024 Q3	$1.08M	Buy	9,141 +104	+1%	+$11.4K	0.73%	58
2024 Q2	$909K	Buy	9,037 +380	+4%	+$38.1K	0.7%	58
2024 Q1	$892K	Sell	8,657 -3,309	-28%	-$303K	0.64%	61
2023 Q4	$962K	Buy	+11,966	New	+$901K	0.68%	70

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

CastleKeep Investment Advisors's HIG Position: Q1 2026 in Review

CastleKeep Investment Advisors sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 13,137 shares — an estimated $1.81M sold.

CastleKeep Investment Advisors first reported a position in HIG in Q4 2023 and held it in 7 quarters. The position peaked at $1.81M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

CastleKeep Investment Advisors reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
CastleKeep Investment Advisors sold 13,137 Hartford Financial Services shares in Q1 2026, an estimated $1.81M.
CastleKeep Investment Advisors first reported a position in Hartford Financial Services in Q4 2023 and held it in 7 quarters.
CastleKeep Investment Advisors's Hartford Financial Services position peaked at $1.81M in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.