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Douglas Lane & Associates’s Hartford Financial Services HIG Stock Holding History

Douglas Lane & 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
Q3 		$254K Sell
2,073
-20
-1% -$2.75K ﹤0.01% 234
2026
Q2 		$277K Buy
2,093
+20
+1% +$2.67K ﹤0.01% 230
2026
Q1 		$280K Hold
2,073
– – ﹤0.01% 213
2025
Q4 		$286K Sell
2,073
-12
-0.6% -$1.58K ﹤0.01% 213
2025
Q3 		$278K Buy
2,085
+12
+0.6% +$1.54K ﹤0.01% 211
2025
Q2 		$263K Hold
2,073
– – ﹤0.01% 215
2025
Q1 		$256K Sell
2,073
-130
-6% -$14.9K ﹤0.01% 219
2024
Q4 		$241K Hold
2,203
– – ﹤0.01% 219
2024
Q3 		$259K Hold
2,203
– – ﹤0.01% 215
2024
Q2 		$221K Sell
2,203
-559
-20% -$56.1K ﹤0.01% 215
2024
Q1 		$285K Buy
+2,762
New +$253K ﹤0.01% 211

Other funds holding HIG

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Douglas Lane & Associates's HIG Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Hartford Financial Services (HIG) stake by 0.96% in Q3 2026, selling an estimated $2.75K and leaving 2,073 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Douglas Lane & Associates first reported a position in HIG in Q1 2024 and has held it in 11 quarters since. The position peaked at $286K in Q4 2025. 44 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Douglas Lane & Associates held 2,073 shares of Hartford Financial Services worth $254K as of Q3 2026.
  • Douglas Lane & Associates sold 20 Hartford Financial Services shares in Q3 2026, an estimated $2.75K.
  • Hartford Financial Services made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #234 holding.
  • Douglas Lane & Associates first reported a position in Hartford Financial Services in Q1 2024 and has held it in 11 quarters since.
  • Douglas Lane & Associates's Hartford Financial Services position peaked at $286K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.