Interchange Capital Partners
HIG icon

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
Q3 		$557K Buy
4,542
+16
+0.4% +$2.2K 0.09% 186
2026
Q2 		$600K Buy
4,526
+958
+27% +$128K 0.11% 178
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Interchange Capital Partners's HIG Position: Q3 2026 in Review

Interchange Capital Partners increased its Hartford Financial Services (HIG) stake by 0.35% in Q3 2026, buying an estimated $2.2K and bringing the position to 4,542 shares worth $557K. The position accounts for 0.09% of the portfolio, ranked #186.

Interchange Capital Partners first reported a position in HIG in Q4 2020 and has held it in 11 quarters since. The position peaked at $600K in Q2 2026. 727 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Interchange Capital Partners held 4,542 shares of Hartford Financial Services worth $557K as of Q3 2026.
  • Interchange Capital Partners bought 16 Hartford Financial Services shares in Q3 2026, an estimated $2.2K.
  • Hartford Financial Services made up 0.09% of Interchange Capital Partners's portfolio in Q3 2026, its #186 holding.
  • Interchange Capital Partners first reported a position in Hartford Financial Services in Q4 2020 and has held it in 11 quarters since.
  • Interchange Capital Partners's Hartford Financial Services position peaked at $600K in Q2 2026.
  • 727 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.