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Forum Financial Management’s Hartford Financial Services HIG Stock Holding History

Forum Financial 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 		– Sell
-5,478
Closed -$755K – 625
2025
Q4 		$755K Buy
5,478
+32
+0.6% +$4.22K 0.01% 319
2025
Q3 		$726K Buy
5,446
+548
+11% +$70.3K 0.01% 316
2025
Q2 		$621K Buy
4,898
+140
+3% +$17.4K 0.01% 337
2025
Q1 		$589K Hold
4,758
– – 0.01% 319
2024
Q4 		$521K Sell
4,758
-709
-13% -$82.2K 0.01% 368
2024
Q3 		$643K Sell
5,467
-7
-0.1% -$767 0.01% 264
2024
Q2 		$550K Buy
5,474
+18
+0.3% +$1.81K 0.01% 282
2024
Q1 		$562K Buy
5,456
+5
+0.1% +$458 0.01% 294
2023
Q4 		$438K Buy
5,451
+659
+14% +$49.6K 0.01% 327
2023
Q3 		$340K Hold
4,792
– – 0.01% 388
2023
Q2 		$345K Buy
4,792
+51
+1% +$3.58K 0.01% 395
2023
Q1 		$330K Sell
4,741
-36
-0.8% -$2.67K 0.01% 372
2022
Q4 		$362K Buy
4,777
+73
+2% +$5.26K 0.01% 341
2022
Q3 		$291K Hold
4,704
– – 0.01% 358
2022
Q2 		$308K Hold
4,704
– – 0.02% 344
2022
Q1 		$337K Hold
4,704
– – 0.02% 346
2021
Q4 		$325K Buy
+4,704
New +$332K 0.02% 379

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

Forum Financial Management's HIG Position: Q1 2026 in Review

Forum Financial Management sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 5,478 shares — an estimated $755K sold.

Forum Financial Management first reported a position in HIG in Q4 2021 and held it in 17 quarters. The position peaked at $755K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Forum Financial Management reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,478 Hartford Financial Services shares in Q1 2026, an estimated $755K.
  • Forum Financial Management first reported a position in Hartford Financial Services in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Hartford Financial Services position peaked at $755K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.