F/M Investments’s Hartford Financial Services HIG Stock Holding History

F/M Investments’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	$2.25M	Sell	16,611 -55,062	-77%	-$7.52M	0.15%	97
2025 Q4	$9.88M	Sell	71,673 -2,392	-3%	-$316K	0.38%	58
2025 Q3	$9.88M	Sell	74,065 -1,174	-2%	-$151K	0.38%	62
2025 Q2	$9.55M	Sell	75,239 -11,412	-13%	-$1.42M	0.35%	60
2025 Q1	$10.7M	Sell	86,651 -5,113	-6%	-$586K	0.43%	49
2024 Q4	$10M	Buy	91,764 +8,886	+11%	+$1.03M	0.37%	59
2024 Q3	$9.74M	Sell	82,878 -16,264	-16%	-$1.78M	0.31%	105
2024 Q2	$9.96M	Buy	+99,142	New	+$9.95M	0.36%	94
2022 Q2	–	Sell	-29,713	Closed	-$2.13M	–	73
2022 Q1	$2.13M	Sell	29,713 -58	-0.2%	-$4.09K	1.72%	23
2021 Q4	$2.06M	Buy	+29,771	New	+$2.1M	1.5%	26

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

F/M Investments's HIG Position: Q1 2026 in Review

F/M Investments reduced its Hartford Financial Services (HIG) stake by 77% in Q1 2026, selling an estimated $7.52M and leaving 16,611 shares worth $2.25M. The position accounts for 0.15% of the portfolio, ranked #97.

F/M Investments first reported a position in HIG in Q4 2021 and has held it in 10 quarters since. The position peaked at $10.7M in Q1 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

F/M Investments held 16,611 shares of Hartford Financial Services worth $2.25M as of Q1 2026.
F/M Investments sold 55,062 Hartford Financial Services shares in Q1 2026, an estimated $7.52M.
Hartford Financial Services made up 0.15% of F/M Investments's portfolio in Q1 2026, its #97 holding.
F/M Investments first reported a position in Hartford Financial Services in Q4 2021 and has held it in 10 quarters since.
F/M Investments's Hartford Financial Services position peaked at $10.7M in Q1 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.