Klein Pavlis & Peasley Financial’s Hartford Financial Services HIG Stock Holding History

Klein Pavlis & Peasley Financial’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	$4.02M	Buy	30,343 +1,330	+5%	+$178K	2.09%	14
2026 Q1	$3.92M	Buy	29,013 +1,613	+6%	+$220K	2.17%	15
2025 Q4	$3.78M	Hold	27,400	–	–	2.23%	14
2025 Q3	$3.65M	Buy	27,400 +7,100	+35%	+$911K	2.24%	13
2025 Q2	$2.58M	Sell	20,300 -1,000	-5%	-$124K	1.72%	19
2025 Q1	$2.65M	Buy	21,300 +6,500	+44%	+$745K	1.91%	19
2024 Q4	$1.62M	Buy	+14,800	New	+$1.72M	1.31%	26

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

Klein Pavlis & Peasley Financial's HIG Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Hartford Financial Services (HIG) stake by 4.6% in Q2 2026, buying an estimated $178K and bringing the position to 30,343 shares worth $4.02M. The position accounts for 2.09% of the portfolio, ranked #14.

Klein Pavlis & Peasley Financial first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Klein Pavlis & Peasley Financial held 30,343 shares of Hartford Financial Services worth $4.02M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 1,330 Hartford Financial Services shares in Q2 2026, an estimated $178K.
Hartford Financial Services made up 2.09% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #14 holding.
Klein Pavlis & Peasley Financial first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.