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Fortem Financial Group’s Hartford Financial Services HIG Stock Holding History

Fortem Financial Group’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
2025
Q3 		– Sell
-1,673
Closed -$212K – 171
2025
Q2 		$212K Sell
1,673
-124
-7% -$15.4K 0.07% 162
2025
Q1 		$222K Sell
1,797
-867
-33% -$99.4K 0.09% 172
2024
Q4 		$291K Buy
2,664
+2
+0.1% +$232 0.11% 149
2024
Q3 		$313K Sell
2,662
-707
-21% -$77.5K 0.13% 145
2024
Q2 		$339K Sell
3,369
-173
-5% -$17.4K 0.15% 134
2024
Q1 		$365K Sell
3,542
-104
-3% -$9.53K 0.16% 132
2023
Q4 		$293K Sell
3,646
-794
-18% -$59.8K 0.15% 139
2023
Q3 		$315K Sell
4,440
-7,674
-63% -$557K 0.18% 126
2023
Q2 		$872K Buy
12,114
+1,974
+19% +$139K 0.52% 65
2023
Q1 		$707K Buy
10,140
+2,976
+42% +$221K 0.46% 79
2022
Q4 		$543K Sell
7,164
-95
-1% -$6.84K 0.32% 94
2022
Q3 		$450K Buy
7,259
+257
+4% +$16.7K 0.31% 97
2022
Q2 		$458K Buy
+7,002
New +$491K 0.3% 101
2021
Q1 		– Sell
-56
Closed -$3K – 281
2020
Q4 		$3K Buy
+56
New +$2.42K ﹤0.01% 431

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fortem Financial Group's HIG Position: Q3 2025 in Review

Fortem Financial Group sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 1,673 shares — an estimated $212K sold.

Fortem Financial Group first reported a position in HIG in Q4 2020 and held it in 14 quarters. The position peaked at $872K in Q2 2023. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

  • Fortem Financial Group reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
  • Fortem Financial Group sold 1,673 Hartford Financial Services shares in Q3 2025, an estimated $212K.
  • Fortem Financial Group first reported a position in Hartford Financial Services in Q4 2020 and held it in 14 quarters.
  • Fortem Financial Group's Hartford Financial Services position peaked at $872K in Q2 2023.
  • 1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on Fortem Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.