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KMG Fiduciary Partners’s Hartford Financial Services HIG Stock Holding History

KMG Fiduciary 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
Q1 		– Sell
-1,524
Closed -$210K – 267
2025
Q4 		$210K Sell
1,524
-336
-18% -$44.3K 0.01% 260
2025
Q3 		$248K Hold
1,860
– – 0.02% 273
2025
Q2 		$236K Buy
+1,860
New +$231K 0.02% 273

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

KMG Fiduciary Partners's HIG Position: Q1 2026 in Review

KMG Fiduciary Partners sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 1,524 shares — an estimated $210K sold.

KMG Fiduciary Partners first reported a position in HIG in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • KMG Fiduciary Partners reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,524 Hartford Financial Services shares in Q1 2026, an estimated $210K.
  • KMG Fiduciary Partners first reported a position in Hartford Financial Services in Q2 2025 and held it in 3 quarters.
  • KMG Fiduciary Partners's Hartford Financial Services position peaked at $248K in Q3 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on KMG Fiduciary Partners's 13F filing for Q1 2026, filed 13 Apr 2026.