HM Payson & Co’s Hartford Financial Services HIG Stock Holding History

HM Payson & Co’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 Q2	$401K	Hold	3,027	–	–	0.01%	330
2026 Q1	$409K	Hold	3,027	–	–	0.01%	323
2025 Q4	$417K	Hold	3,027	–	–	0.01%	315
2025 Q3	$404K	Hold	3,027	–	–	0.01%	316
2025 Q2	$384K	Hold	3,027	–	–	0.01%	318
2025 Q1	$375K	Sell	3,027 -41	-1%	-$4.7K	0.01%	316
2024 Q4	$336K	Sell	3,068 -2	-0.1%	-$232	0.01%	337
2024 Q3	$361K	Buy	3,070 +1	+0%	+$110	0.01%	331
2024 Q2	$309K	Hold	3,069	–	–	0.01%	342
2024 Q1	$316K	Buy	3,069 +42	+1%	+$3.85K	0.01%	335
2023 Q4	$243K	Sell	3,027 -30	-1%	-$2.26K	0.01%	354
2023 Q3	$217K	Hold	3,057	–	–	0.01%	358
2023 Q2	$220K	Hold	3,057	–	–	﹤0.01%	357
2023 Q1	$213K	Sell	3,057 -141	-4%	-$10.5K	0.01%	359
2022 Q4	$243K	Buy	3,198 +146	+5%	+$10.5K	0.01%	336
2022 Q3	$189K	Hold	3,052	–	–	0.01%	373
2022 Q2	$200K	Hold	3,052	–	–	0.01%	373
2022 Q1	$219K	Hold	3,052	–	–	0.01%	383
2021 Q4	$211K	Hold	3,052	–	–	﹤0.01%	392
2021 Q3	$214K	Hold	3,052	–	–	0.01%	385
2021 Q2	$189K	Hold	3,052	–	–	﹤0.01%	395
2021 Q1	$204K	Buy	3,052 +25	+0.8%	+$1.35K	0.01%	389
2020 Q4	$148K	Hold	3,027	–	–	﹤0.01%	430
2020 Q3	$112K	Hold	3,027	–	–	﹤0.01%	442
2020 Q2	$117K	Hold	3,027	–	–	﹤0.01%	417
2020 Q1	$107K	Sell	3,027 -15,370	-84%	-$801K	﹤0.01%	397
2019 Q4	$1.12M	Hold	18,397	–	–	0.04%	192
2019 Q3	$1.11M	Hold	18,397	–	–	0.04%	186
2019 Q2	$1.02M	Hold	18,397	–	–	0.04%	194
2019 Q1	$915K	Buy	+18,397	New	+$874K	0.04%	179
2018 Q4	–	Sell	-19,229	Closed	-$961K	–	226
2018 Q3	$961K	Hold	19,229	–	–	0.04%	179
2018 Q2	$983K	Buy	19,229 +111	+0.6%	+$5.81K	0.04%	184
2018 Q1	$985K	Sell	19,118 -218	-1%	-$11.9K	0.04%	182
2017 Q4	$1.09M	Hold	19,336	–	–	0.04%	182
2017 Q3	$1.07M	Buy	19,336 +218	+1%	+$11.9K	0.05%	179
2017 Q2	$1M	Hold	19,118	–	–	0.05%	183
2017 Q1	$919K	Hold	19,118	–	–	0.04%	188
2016 Q4	$911K	Hold	19,118	–	–	0.04%	191
2016 Q3	$819K	Hold	19,118	–	–	0.04%	194
2016 Q2	$848K	Hold	19,118	–	–	0.04%	189
2016 Q1	$881K	Sell	19,118 -1,960	-9%	-$82.4K	0.05%	182
2015 Q4	$916K	Buy	21,078 +1,321	+7%	+$60.6K	0.05%	186
2015 Q3	$904K	Hold	19,757	–	–	0.05%	178
2015 Q2	$821K	Hold	19,757	–	–	0.04%	186
2015 Q1	$826K	Buy	19,757 +920	+5%	+$37.7K	0.04%	186
2014 Q4	$785K	Hold	18,837	–	–	0.04%	192
2014 Q3	$702K	Sell	18,837 -239	-1%	-$8.65K	0.04%	193
2014 Q2	$683K	Sell	19,076 -800	-4%	-$28.2K	0.04%	197
2014 Q1	$701K	Sell	19,876 -500	-2%	-$17.4K	0.04%	185
2013 Q4	$738K	Hold	20,376	–	–	0.04%	185
2013 Q3	$634K	Buy	20,376 +1,500	+8%	+$46.8K	0.04%	195
2013 Q2	$583K	Buy	+18,876	New	+$544K	0.04%	192

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HM Payson & Co's HIG Position: Q2 2026 in Review

HM Payson & Co held its Hartford Financial Services (HIG) position steady in Q2 2026 at 3,027 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #330.

HM Payson & Co first reported a position in HIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.12M in Q4 2019. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

HM Payson & Co held 3,027 shares of Hartford Financial Services worth $401K as of Q2 2026.
HM Payson & Co left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #330 holding.
HM Payson & Co first reported a position in Hartford Financial Services in Q2 2013 and has held it in 52 quarters since.
HM Payson & Co's Hartford Financial Services position peaked at $1.12M in Q4 2019.
1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.