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Financial Gravity Asset Management’s Hartford Financial Services HIG Stock Holding History

Financial Gravity Asset 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 		$46.8K Hold
346
– – 0.01% 307
2025
Q4 		$47.7K Hold
346
– – 0.01% 256
2025
Q3 		$46.2K Buy
+346
New +$44.4K 0.01% 307
2025
Q1 		$42.8K Buy
+346
New +$39.7K 0.01% 337
2024
Q1 		– Hold
0
– – – 1146
2023
Q4 		– Hold
0
– – – 1302
2019
Q4 		$61K Buy
+50
New +$3K 0.04% 537

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Financial Gravity Asset Management's HIG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Hartford Financial Services (HIG) position steady in Q1 2026 at 346 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #307.

Financial Gravity Asset Management first reported a position in HIG in Q4 2019 and has held it in 5 quarters since. The position peaked at $61K in Q4 2019. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Financial Gravity Asset Management held 346 shares of Hartford Financial Services worth $46.8K as of Q1 2026.
  • Financial Gravity Asset Management left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #307 holding.
  • Financial Gravity Asset Management first reported a position in Hartford Financial Services in Q4 2019 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Hartford Financial Services position peaked at $61K in Q4 2019.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.