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 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 $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

Klein Pavlis & Peasley Financial's HIG Position: Q1 2026 in Review

Klein Pavlis & Peasley Financial increased its Hartford Financial Services (HIG) stake by 5.9% in Q1 2026, buying an estimated $220K and bringing the position to 29,013 shares worth $3.92M. The position accounts for 2.17% of the portfolio, ranked #15.

Klein Pavlis & Peasley Financial first reported a position in HIG in Q4 2024 and has held it in 6 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Klein Pavlis & Peasley Financial held 29,013 shares of Hartford Financial Services worth $3.92M as of Q1 2026.
Klein Pavlis & Peasley Financial bought 1,613 Hartford Financial Services shares in Q1 2026, an estimated $220K.
Hartford Financial Services made up 2.17% of Klein Pavlis & Peasley Financial's portfolio in Q1 2026, its #15 holding.
Klein Pavlis & Peasley Financial first reported a position in Hartford Financial Services in Q4 2024 and has held it in 6 quarters since.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q1 2026, filed 23 Apr 2026.