Interchange Capital Partners’s Hartford Financial Services HIG Stock Holding History

Interchange Capital Partners’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	$448K	Buy	3,568 +196	+6%	+$26.8K	0.14%	155
2025 Q4	$465K	Buy	3,372 +46	+1%	+$6.07K	0.09%	212
2025 Q3	$444K	Buy	3,326 +249	+8%	+$31.9K	0.09%	200
2025 Q2	$390K	Sell	3,077 -141	-4%	-$17.5K	0.09%	178
2025 Q1	$398K	Sell	3,218 -131	-4%	-$15K	0.11%	163
2024 Q4	$366K	Buy	3,349 +2	+0.1%	+$232	0.13%	165
2024 Q3	$394K	Buy	3,347 +7	+0.2%	+$767	0.14%	167
2024 Q2	$336K	Buy	+3,340	New	+$335K	0.12%	176
2021 Q1	–	Sell	-112	Closed	-$5K	–	598
2020 Q4	$5K	Buy	+112	New	+$4.83K	﹤0.01%	930

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Interchange Capital Partners's HIG Position: Q1 2026 in Review

Interchange Capital Partners increased its Hartford Financial Services (HIG) stake by 5.8% in Q1 2026, buying an estimated $26.8K and bringing the position to 3,568 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #155.

Interchange Capital Partners first reported a position in HIG in Q4 2020 and has held it in 9 quarters since. The position peaked at $465K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Interchange Capital Partners held 3,568 shares of Hartford Financial Services worth $448K as of Q1 2026.
Interchange Capital Partners bought 196 Hartford Financial Services shares in Q1 2026, an estimated $26.8K.
Hartford Financial Services made up 0.14% of Interchange Capital Partners's portfolio in Q1 2026, its #155 holding.
Interchange Capital Partners first reported a position in Hartford Financial Services in Q4 2020 and has held it in 9 quarters since.
Interchange Capital Partners's Hartford Financial Services position peaked at $465K in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.