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Claris Financial’s Hartford Financial Services HIG Stock Holding History

Claris Financial’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 		$214K Hold
1,583
– – 0.12% 162
2025
Q4 		$218K Buy
+1,583
New +$209K 0.12% 162

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

Claris Financial's HIG Position: Q1 2026 in Review

Claris Financial held its Hartford Financial Services (HIG) position steady in Q1 2026 at 1,583 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #162.

Claris Financial first reported a position in HIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $218K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Claris Financial held 1,583 shares of Hartford Financial Services worth $214K as of Q1 2026.
  • Claris Financial left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up 0.12% of Claris Financial's portfolio in Q1 2026, its #162 holding.
  • Claris Financial first reported a position in Hartford Financial Services in Q4 2025 and has held it in 2 quarters since.
  • Claris Financial's Hartford Financial Services position peaked at $218K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.