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Lummis Asset Management’s Hartford Financial Services HIG Stock Holding History

Lummis Asset Management’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
-13
Closed -$1.79K – 196
2025
Q4 		$1.79K Buy
+13
New +$1.72K ﹤0.01% 172

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lummis Asset Management's HIG Position: Q1 2026 in Review

Lummis Asset Management sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 13 shares — an estimated $1.79K sold.

Lummis Asset Management first reported a position in HIG in Q4 2025 and held it in 1 quarter. The position peaked at $1.79K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Lummis Asset Management reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Lummis Asset Management sold 13 Hartford Financial Services shares in Q1 2026, an estimated $1.79K.
  • Lummis Asset Management first reported a position in Hartford Financial Services in Q4 2025 and held it in 1 quarter.
  • Lummis Asset Management's Hartford Financial Services position peaked at $1.79K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.