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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 1,184 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.
1,184 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.