Curi RMB Capital’s Hartford Financial Services HIG Stock Holding History

Curi RMB Capital’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
2019 Q3	–	Sell	-300,000	Closed	-$16.7M	–	745
2019 Q2	$16.7M	Buy	300,000 +49,000	+20%	+$2.59M	0.42%	58
2019 Q1	$12.5M	Buy	+251,000	New	+$11.9M	0.32%	86
2018 Q4	–	Sell	-117,000	Closed	-$5.84M	–	936
2018 Q3	$5.84M	Sell	117,000 -117,000	-50%	-$6.01M	0.14%	182
2018 Q2	$12M	Buy	234,000 +15,000	+7%	+$786K	0.28%	102
2018 Q1	$11.3M	Buy	219,000 +80,000	+58%	+$4.38M	0.29%	102
2017 Q4	$7.82M	Buy	139,000 +3,000	+2%	+$167K	0.2%	146
2017 Q3	$7.54M	Buy	+136,000	New	+$7.4M	0.19%	162
2017 Q2	–	Sell	-96,000	Closed	-$4.62M	–	750
2017 Q1	$4.62M	Buy	96,000 +15,000	+19%	+$726K	0.19%	141
2016 Q4	$3.86M	Buy	81,000 +2,000	+3%	+$91.7K	0.21%	131
2016 Q3	$3.38M	Buy	+79,000	New	+$3.31M	0.18%	143

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Curi RMB Capital's HIG Position: Q1 2026 in Review

Curi RMB Capital reduced its Hartford Financial Services (HIG) stake by 9% in Q1 2026, selling an estimated $101K and leaving 7,488 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #441.

Curi RMB Capital first reported a position in HIG in Q1 2017 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Curi RMB Capital held 7,488 shares of Hartford Financial Services worth $1.02M as of Q1 2026.
Curi RMB Capital sold 738 Hartford Financial Services shares in Q1 2026, an estimated $101K.
Hartford Financial Services made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #441 holding.
Curi RMB Capital first reported a position in Hartford Financial Services in Q1 2017 and has held it in 12 quarters since.
Curi RMB Capital's Hartford Financial Services position peaked at $1.14M in Q4 2025.
1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.