Everence Capital Management’s Hartford Financial Services HIG Stock Holding History

Everence Capital 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 Q1	$1.47M	Hold	10,830	–	–	0.09%	185
2025 Q4	$1.49M	Hold	10,830	–	–	0.09%	182
2025 Q3	$1.45M	Hold	10,830	–	–	0.09%	179
2025 Q2	$1.37M	Hold	10,830	–	–	0.09%	187
2025 Q1	$1.34M	Hold	10,830	–	–	0.09%	189
2024 Q4	$1.19M	Hold	10,830	–	–	0.08%	201
2024 Q3	$1.27M	Hold	10,830	–	–	0.08%	188
2024 Q2	$1.05K	Hold	10,830	–	–	0.07%	218
2024 Q1	$1.12K	Hold	10,830	–	–	0.07%	218
2023 Q4	$871K	Hold	10,830	–	–	0.06%	257
2023 Q3	$768	Hold	10,830	–	–	0.06%	262
2023 Q2	$742K	Hold	10,830	–	–	0.06%	263
2023 Q1	$755	Hold	10,830	–	–	0.06%	274
2022 Q4	$821	Hold	10,830	–	–	0.07%	240
2022 Q3	$671K	Hold	10,830	–	–	0.06%	266
2022 Q2	$709K	Hold	10,830	–	–	0.06%	249
2022 Q1	$778K	Hold	10,830	–	–	0.06%	262
2021 Q4	$748K	Sell	10,830 -13,080	-55%	-$923K	0.06%	292
2021 Q3	$1.68M	Hold	23,910	–	–	0.14%	131
2021 Q2	$1.48M	Hold	23,910	–	–	0.12%	141
2021 Q1	$1.6M	Hold	23,910	–	–	0.15%	124
2020 Q4	$1.17M	Buy	23,910 +10,860	+83%	+$468K	0.11%	147
2020 Q3	$481K	Sell	13,050 -7,980	-38%	-$318K	0.05%	304
2020 Q2	$805K	Hold	21,030	–	–	0.09%	180
2020 Q1	$741K	Buy	21,030 +10,590	+101%	+$552K	0.1%	166
2019 Q4	$634K	Sell	10,440 -4,090	-28%	-$245K	0.09%	224
2019 Q3	$881K	Hold	14,530	–	–	0.14%	151
2019 Q2	$810K	Hold	14,530	–	–	0.13%	160
2019 Q1	$722K	Buy	14,530 +5,450	+60%	+$259K	0.13%	178
2018 Q4	$404K	Hold	9,080	–	–	0.09%	232
2018 Q3	$454K	Hold	9,080	–	–	0.09%	242
2018 Q2	$464K	Hold	9,080	–	–	0.1%	238
2018 Q1	$468K	Hold	9,080	–	–	0.1%	228
2017 Q4	$511K	Hold	9,080	–	–	0.11%	213
2017 Q3	$503K	Hold	9,080	–	–	0.11%	226
2017 Q2	$477K	Hold	9,080	–	–	0.12%	223
2017 Q1	$436K	Hold	9,080	–	–	0.11%	221
2016 Q4	$433K	Buy	9,080 +4,090	+82%	+$188K	0.12%	208
2016 Q3	$214K	Hold	4,990	–	–	0.06%	292
2016 Q2	$221K	Hold	4,990	–	–	0.07%	285
2016 Q1	$230K	Hold	4,990	–	–	0.07%	273
2015 Q4	$217K	Hold	4,990	–	–	0.07%	280
2015 Q3	$228K	Hold	4,990	–	–	0.08%	266
2015 Q2	$207K	Hold	4,990	–	–	0.07%	285
2015 Q1	$204K	Hold	4,990	–	–	0.07%	285
2014 Q4	$208K	Buy	+4,990	New	+$197K	0.07%	287

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

Everence Capital Management's HIG Position: Q1 2026 in Review

Everence Capital Management held its Hartford Financial Services (HIG) position steady in Q1 2026 at 10,830 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #185.

Everence Capital Management first reported a position in HIG in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.68M in Q3 2021. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Everence Capital Management held 10,830 shares of Hartford Financial Services worth $1.47M as of Q1 2026.
Everence Capital Management left its Hartford Financial Services share count unchanged in Q1 2026.
Hartford Financial Services made up 0.09% of Everence Capital Management's portfolio in Q1 2026, its #185 holding.
Everence Capital Management first reported a position in Hartford Financial Services in Q4 2014 and has held it in 46 quarters since.
Everence Capital Management's Hartford Financial Services position peaked at $1.68M in Q3 2021.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.