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Consolidated Planning Corp’s Hartford Financial Services HIG Stock Holding History

Consolidated Planning Corp’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
-54,383
Closed -$7.49M – 167
2025
Q4 		$7.49M Buy
54,383
+5,005
+10% +$660K 0.76% 35
2025
Q3 		$6.59M Buy
+49,378
New +$6.33M 0.7% 38

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

Consolidated Planning Corp's HIG Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 54,383 shares — an estimated $7.49M sold.

Consolidated Planning Corp first reported a position in HIG in Q3 2025 and held it in 2 quarters. The position peaked at $7.49M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 54,383 Hartford Financial Services shares in Q1 2026, an estimated $7.49M.
  • Consolidated Planning Corp first reported a position in Hartford Financial Services in Q3 2025 and held it in 2 quarters.
  • Consolidated Planning Corp's Hartford Financial Services position peaked at $7.49M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.