D.J. St. Germain’s Hartford Financial Services HIG Stock Holding History

D.J. St. Germain’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 Q2	$389K	Sell	2,937 -110	-4%	-$14.7K	0.01%	249
2026 Q1	$412K	Hold	3,047	–	–	0.02%	229
2025 Q4	$420K	Hold	3,047	–	–	0.02%	229
2025 Q3	$406K	Hold	3,047	–	–	0.02%	233
2025 Q2	$387K	Buy	3,047 +1,346	+79%	+$167K	0.02%	232
2025 Q1	$210K	Sell	1,701 -1,505	-47%	-$173K	0.01%	271
2024 Q4	$351K	Hold	3,206	–	–	0.02%	247
2024 Q3	$377K	Hold	3,206	–	–	0.02%	226
2024 Q2	$322K	Sell	3,206 -100	-3%	-$10K	0.02%	232
2024 Q1	$341K	Sell	3,306 -138	-4%	-$12.7K	0.02%	229
2023 Q4	$277K	Hold	3,444	–	–	0.01%	236
2023 Q3	$244K	Hold	3,444	–	–	0.01%	233
2023 Q2	$248K	Buy	+3,444	New	+$242K	0.01%	236
2022 Q4	$53.8K	Buy	+710	New	+$51.1K	0.02%	155

Other funds holding HIG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.J. St. Germain's HIG Position: Q2 2026 in Review

D.J. St. Germain reduced its Hartford Financial Services (HIG) stake by 3.6% in Q2 2026, selling an estimated $14.7K and leaving 2,937 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #249.

D.J. St. Germain first reported a position in HIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $420K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

D.J. St. Germain held 2,937 shares of Hartford Financial Services worth $389K as of Q2 2026.
D.J. St. Germain sold 110 Hartford Financial Services shares in Q2 2026, an estimated $14.7K.
Hartford Financial Services made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #249 holding.
D.J. St. Germain first reported a position in Hartford Financial Services in Q4 2022 and has held it in 14 quarters since.
D.J. St. Germain's Hartford Financial Services position peaked at $420K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.