Ipsen Advisor Group’s Hartford Financial Services HIG Stock Holding History

Ipsen Advisor Group’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	$527K	Sell	3,894 -8	-0.2%	-$1.09K	0.37%	71
2025 Q4	$538K	Sell	3,902 -18	-0.5%	-$2.38K	0.38%	72
2025 Q3	$523K	Sell	3,920 -60	-2%	-$7.7K	0.38%	68
2025 Q2	$505K	Buy	3,980 +319	+9%	+$39.6K	0.38%	69
2025 Q1	$453K	Sell	3,661 -377	-9%	-$43.2K	0.39%	66
2024 Q4	$442K	Buy	+4,038	New	+$468K	0.38%	65

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

Ipsen Advisor Group's HIG Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Hartford Financial Services (HIG) stake by 0.21% in Q1 2026, selling an estimated $1.09K and leaving 3,894 shares worth $527K. The position accounts for 0.37% of the portfolio, ranked #71.

Ipsen Advisor Group first reported a position in HIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $538K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Ipsen Advisor Group held 3,894 shares of Hartford Financial Services worth $527K as of Q1 2026.
Ipsen Advisor Group sold 8 Hartford Financial Services shares in Q1 2026, an estimated $1.09K.
Hartford Financial Services made up 0.37% of Ipsen Advisor Group's portfolio in Q1 2026, its #71 holding.
Ipsen Advisor Group first reported a position in Hartford Financial Services in Q4 2024 and has held it in 6 quarters since.
Ipsen Advisor Group's Hartford Financial Services position peaked at $538K in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.