Key Financial Inc
HIG icon

Key Financial Inc’s Hartford Financial Services HIG Stock Holding History

Key Financial Inc’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 		$44.4K Buy
363
+6
+2% +$824 0.01% 555
2026
Q2 		$47.3K Hold
357
– – 0.01% 547
2026
Q1 		$48.3K Sell
357
-5
-1% -$682 0.01% 536
2025
Q4 		$49.9K Hold
362
– – 0.01% 520
2025
Q3 		$48.1K Buy
362
+5
+1% +$641 0.01% 528
2025
Q2 		$45.3K Hold
357
– – 0.01% 514
2025
Q1 		$44.2K Hold
357
– – 0.01% 499
2024
Q4 		$39.1K Buy
357
+300
+526% +$34.8K 0.01% 520
2024
Q3 		$6.7K Buy
57
+8
+16% +$877 ﹤0.01% 893
2024
Q2 		$4.93K Hold
49
– – ﹤0.01% 958
2024
Q1 		$5.05K Hold
49
– – ﹤0.01% 938
2023
Q4 		$3.94K Hold
49
– – ﹤0.01% 1001
2023
Q3 		$3.48K Hold
49
– – ﹤0.01% 1031
2023
Q2 		$3.53K Hold
49
– – ﹤0.01% 1066
2023
Q1 		$3.42K Hold
49
– – ﹤0.01% 877
2022
Q4 		$3.04K Hold
49
– – ﹤0.01% 883
2022
Q3 		$3K Hold
49
– – ﹤0.01% 886
2022
Q2 		$3K Sell
49
-1,325
-96% -$92.9K ﹤0.01% 885
2022
Q1 		$99K Buy
1,374
+1,325
+2,704% +$93.4K 0.05% 249
2021
Q4 		$3K Hold
49
– – ﹤0.01% 780
2021
Q3 		$3K Buy
+49
New +$3.24K ﹤0.01% 762
2020
Q2 		– Sell
-515
Closed -$18K – 318
2020
Q1 		$18K Buy
+515
New +$26.8K 0.02% 337

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

Key Financial Inc's HIG Position: Q3 2026 in Review

Key Financial Inc increased its Hartford Financial Services (HIG) stake by 1.7% in Q3 2026, buying an estimated $824 and bringing the position to 363 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #555.

Key Financial Inc first reported a position in HIG in Q1 2020 and has held it in 22 quarters since. The position peaked at $99K in Q1 2022. 727 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Key Financial Inc held 363 shares of Hartford Financial Services worth $44.4K as of Q3 2026.
  • Key Financial Inc bought 6 Hartford Financial Services shares in Q3 2026, an estimated $824.
  • Hartford Financial Services made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #555 holding.
  • Key Financial Inc first reported a position in Hartford Financial Services in Q1 2020 and has held it in 22 quarters since.
  • Key Financial Inc's Hartford Financial Services position peaked at $99K in Q1 2022.
  • 727 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.