HP
HIG icon

Haven Private’s Hartford Financial Services HIG Stock Holding History

Haven Private’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 		$926K Buy
6,844
+93
+1% +$12.7K 0.4% 55
2025
Q4 		$930K Buy
6,751
+71
+1% +$9.37K 0.41% 55
2025
Q3 		$891K Sell
6,680
-299
-4% -$38.3K 0.39% 57
2025
Q2 		$885K Buy
6,979
+223
+3% +$27.7K 0.39% 61
2025
Q1 		$836K Sell
6,756
-96
-1% -$11K 0.47% 54
2024
Q4 		$750K Buy
+6,852
New +$794K 0.42% 57

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Haven Private's HIG Position: Q1 2026 in Review

Haven Private increased its Hartford Financial Services (HIG) stake by 1.4% in Q1 2026, buying an estimated $12.7K and bringing the position to 6,844 shares worth $926K. The position accounts for 0.4% of the portfolio, ranked #55.

Haven Private first reported a position in HIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $930K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Haven Private held 6,844 shares of Hartford Financial Services worth $926K as of Q1 2026.
  • Haven Private bought 93 Hartford Financial Services shares in Q1 2026, an estimated $12.7K.
  • Hartford Financial Services made up 0.4% of Haven Private's portfolio in Q1 2026, its #55 holding.
  • Haven Private first reported a position in Hartford Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Haven Private's Hartford Financial Services position peaked at $930K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.