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Charter Oak Capital Management’s Hartford Financial Services HIG Stock Holding History

Charter Oak 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
Q4 		– Sell
-2,449
Closed -$327K – 210
2025
Q3 		$327K Buy
2,449
+25
+1% +$3.21K 0.03% 158
2025
Q2 		$308K Hold
2,424
– – 0.03% 161
2025
Q1 		$300K Sell
2,424
-4
-0.2% -$459 0.03% 150
2024
Q4 		$266K Buy
2,428
+4
+0.2% +$464 0.02% 158
2024
Q3 		$285K Buy
2,424
+7
+0.3% +$767 0.03% 153
2024
Q2 		$243K Sell
2,417
-50
-2% -$5.02K 0.03% 152
2024
Q1 		$254K Buy
+2,467
New +$226K 0.03% 158
2022
Q3 		– Sell
-2,402
Closed -$157K – 454
2022
Q2 		$157K Buy
2,402
+420
+21% +$29.4K 0.02% 198
2022
Q1 		$142K Hold
1,982
– – 0.02% 212
2021
Q4 		$137K Hold
1,982
– – 0.02% 219
2021
Q3 		$139K Sell
1,982
-565
-22% -$37.4K 0.02% 202
2021
Q2 		$158K Hold
2,547
– – 0.02% 193
2021
Q1 		$170K Buy
2,547
+1,626
+177% +$87.9K 0.02% 184
2020
Q4 		$45K Buy
+921
New +$39.7K 0.01% 300

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Charter Oak Capital Management's HIG Position: Q4 2025 in Review

Charter Oak Capital Management sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 2,449 shares — an estimated $327K sold.

Charter Oak Capital Management first reported a position in HIG in Q4 2020 and held it in 14 quarters. The position peaked at $327K in Q3 2025. 1,182 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

  • Charter Oak Capital Management reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
  • Charter Oak Capital Management sold 2,449 Hartford Financial Services shares in Q4 2025, an estimated $327K.
  • Charter Oak Capital Management first reported a position in Hartford Financial Services in Q4 2020 and held it in 14 quarters.
  • Charter Oak Capital Management's Hartford Financial Services position peaked at $327K in Q3 2025.
  • 1,182 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Charter Oak Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.