Magnolia Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Magnolia Capital Advisors’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	$223K	Sell	1,650 -5	-0.3%	-$682	0.04%	263
2025 Q4	$228K	Hold	1,655	–	–	0.05%	248
2025 Q3	$221K	Hold	1,655	–	–	0.06%	217
2025 Q2	$210K	Sell	1,655 -19	-1%	-$2.36K	0.05%	226
2025 Q1	$207K	Buy	+1,674	New	+$192K	0.06%	217
2023 Q2	–	Sell	-3,623	Closed	-$252K	–	138
2023 Q1	$252K	Buy	3,623 +323	+10%	+$24K	0.13%	127
2022 Q4	$250K	Buy	+3,300	New	+$238K	0.17%	120

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

Magnolia Capital Advisors's HIG Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its Hartford Financial Services (HIG) stake by 0.3% in Q1 2026, selling an estimated $682 and leaving 1,650 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #263.

Magnolia Capital Advisors first reported a position in HIG in Q4 2022 and has held it in 7 quarters since. The position peaked at $252K in Q1 2023. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Magnolia Capital Advisors held 1,650 shares of Hartford Financial Services worth $223K as of Q1 2026.
Magnolia Capital Advisors sold 5 Hartford Financial Services shares in Q1 2026, an estimated $682.
Hartford Financial Services made up 0.04% of Magnolia Capital Advisors's portfolio in Q1 2026, its #263 holding.
Magnolia Capital Advisors first reported a position in Hartford Financial Services in Q4 2022 and has held it in 7 quarters since.
Magnolia Capital Advisors's Hartford Financial Services position peaked at $252K in Q1 2023.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.