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Dale Q Rice Investment Management’s Hartford Financial Services HIG Stock Holding History

Dale Q Rice Investment Management’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 		$292K Hold
2,200
– – 0.16% 61
2026
Q1 		$298K Hold
2,200
– – 0.23% 55
2025
Q4 		$303K Hold
2,200
– – 0.22% 55
2025
Q3 		$286K Hold
2,200
– – 0.2% 59
2025
Q2 		$265K Sell
2,200
-2,200
-50% -$273K 0.22% 60
2025
Q1 		$544K Hold
4,400
– – 0.28% 50
2024
Q4 		$481K Buy
+4,400
New +$510K 0.21% 54

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dale Q Rice Investment Management's HIG Position: Q2 2026 in Review

Dale Q Rice Investment Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 2,200 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #61.

Dale Q Rice Investment Management first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $544K in Q1 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Dale Q Rice Investment Management held 2,200 shares of Hartford Financial Services worth $292K as of Q2 2026.
  • Dale Q Rice Investment Management left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.16% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #61 holding.
  • Dale Q Rice Investment Management first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Dale Q Rice Investment Management's Hartford Financial Services position peaked at $544K in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.