CIA
HIG icon

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

Concurrent 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 		$1.76M Buy
12,980
+1,261
+11% +$172K 0.02% 664
2025
Q4 		$1.61M Buy
11,719
+5,728
+96% +$756K 0.02% 648
2025
Q3 		$799K Buy
5,991
+3,318
+124% +$426K 0.01% 733
2025
Q2 		$339K Buy
2,673
+787
+42% +$97.8K 0.01% 1005
2025
Q1 		$233K Buy
+1,886
New +$216K 0.01% 1056
2024
Q4 		– Sell
-2,154
Closed -$253K – 1166
2024
Q3 		$253K Buy
2,154
+32
+2% +$3.51K 0.01% 841
2024
Q2 		$213K Buy
+2,122
New +$213K 0.01% 854

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

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

Concurrent Investment Advisors increased its Hartford Financial Services (HIG) stake by 11% in Q1 2026, buying an estimated $172K and bringing the position to 12,980 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #664.

Concurrent Investment Advisors first reported a position in HIG in Q2 2024 and has held it in 7 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Concurrent Investment Advisors held 12,980 shares of Hartford Financial Services worth $1.76M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,261 Hartford Financial Services shares in Q1 2026, an estimated $172K.
  • Hartford Financial Services made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #664 holding.
  • Concurrent Investment Advisors first reported a position in Hartford Financial Services in Q2 2024 and has held it in 7 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.