Dean Investment Associates’s Hartford Financial Services HIG Stock Holding History

Dean Investment Associates’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	$4.76M	Buy	35,208 +689	+2%	+$94K	0.67%	56
2025 Q4	$4.76M	Buy	34,519 +797	+2%	+$105K	0.68%	54
2025 Q3	$4.5M	Buy	33,722 +2,028	+6%	+$260K	0.63%	55
2025 Q2	$4.02M	Buy	31,694 +1,529	+5%	+$190K	0.59%	61
2025 Q1	$3.73M	Buy	30,165 +1,051	+4%	+$121K	0.55%	67
2024 Q4	$3.19M	Buy	29,114 +1,259	+5%	+$146K	0.45%	90
2024 Q3	$3.28M	Sell	27,855 -971	-3%	-$106K	0.44%	99
2024 Q2	$2.9M	Buy	28,826 +1,342	+5%	+$135K	0.41%	103
2024 Q1	$2.83M	Buy	27,484 +165	+0.6%	+$15.1K	0.39%	108
2023 Q4	$2.2M	Buy	+27,319	New	+$2.06M	0.31%	132

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

Dean Investment Associates's HIG Position: Q1 2026 in Review

Dean Investment Associates increased its Hartford Financial Services (HIG) stake by 2% in Q1 2026, buying an estimated $94K and bringing the position to 35,208 shares worth $4.76M. The position accounts for 0.67% of the portfolio, ranked #56.

Dean Investment Associates first reported a position in HIG in Q4 2023 and has held it in 10 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Dean Investment Associates held 35,208 shares of Hartford Financial Services worth $4.76M as of Q1 2026.
Dean Investment Associates bought 689 Hartford Financial Services shares in Q1 2026, an estimated $94K.
Hartford Financial Services made up 0.67% of Dean Investment Associates's portfolio in Q1 2026, its #56 holding.
Dean Investment Associates first reported a position in Hartford Financial Services in Q4 2023 and has held it in 10 quarters since.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.