Kovitz Investment Group Partners
HIG icon

Kovitz Investment Group Partners’s Hartford Financial Services HIG Stock Holding History

Kovitz Investment Group 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 		$1.35M Sell
10,017
-2
-0% -$273 0.03% 279
2025
Q4 		$1.38M Sell
10,019
-14,891
-60% -$1.96M 0.03% 280
2025
Q3 		$3.32M Sell
24,910
-2,414
-9% -$310K 0.01% 536
2025
Q2 		$3.47M Buy
27,324
+516
+2% +$64.1K 0.01% 508
2025
Q1 		$3.32M Buy
26,808
+11,582
+76% +$1.33M 0.02% 480
2024
Q4 		$1.67M Buy
15,226
+3,255
+27% +$377K 0.01% 609
2024
Q3 		$1.08M Buy
11,971
+9,333
+354% +$1.02M 0.01% 609
2024
Q2 		$266K Buy
+2,638
New +$265K ﹤0.01% 753

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $123B AUM 38.85% 1-Year Est. Return

Kovitz Investment Group Partners's HIG Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Hartford Financial Services (HIG) stake by 0.02% in Q1 2026, selling an estimated $273 and leaving 10,017 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #279.

Kovitz Investment Group Partners first reported a position in HIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.47M in Q2 2025. 1,188 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Kovitz Investment Group Partners held 10,017 shares of Hartford Financial Services worth $1.35M as of Q1 2026.
  • Kovitz Investment Group Partners sold 2 Hartford Financial Services shares in Q1 2026, an estimated $273.
  • Hartford Financial Services made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #279 holding.
  • Kovitz Investment Group Partners first reported a position in Hartford Financial Services in Q2 2024 and has held it in 8 quarters since.
  • Kovitz Investment Group Partners's Hartford Financial Services position peaked at $3.47M in Q2 2025.
  • 1,188 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.