Mark Sheptoff Financial Planning’s Hartford Financial Services HIG Stock Holding History

Mark Sheptoff Financial Planning’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	$1.04M	Sell	7,735 -25	-0.3%	-$3.41K	0.55%	34
2025 Q4	$1.07M	Hold	7,760	–	–	0.51%	32
2025 Q3	$1.04M	Sell	7,760 -200	-3%	-$25.7K	0.5%	34
2025 Q2	$1.01M	Hold	7,960	–	–	0.54%	33
2025 Q1	$985K	Hold	7,960	–	–	0.54%	36
2024 Q4	$871K	Hold	7,960	–	–	0.47%	41
2024 Q3	$936K	Hold	7,960	–	–	0.5%	39
2024 Q2	$800K	Hold	7,960	–	–	0.45%	45
2024 Q1	$820K	Hold	7,960	–	–	0.45%	42
2023 Q4	$640K	Hold	7,960	–	–	0.39%	44
2023 Q3	$564K	Sell	7,960 -200	-2%	-$14.5K	0.36%	45
2023 Q2	$588K	Hold	8,160	–	–	0.34%	49
2023 Q1	$569K	Hold	8,160	–	–	0.33%	51
2022 Q4	$619K	Hold	8,160	–	–	0.36%	48
2022 Q3	$505K	Hold	8,160	–	–	0.31%	54
2022 Q2	$534K	Sell	8,160 -425	-5%	-$29.8K	0.31%	58
2022 Q1	$616K	Hold	8,585	–	–	0.31%	58
2021 Q4	$593K	Hold	8,585	–	–	0.28%	59
2021 Q3	$603K	Hold	8,585	–	–	0.33%	57
2021 Q2	$532K	Hold	8,585	–	–	0.29%	62
2021 Q1	$573K	Hold	8,585	–	–	0.33%	56
2020 Q4	$420K	Sell	8,585 -900	-9%	-$38.8K	0.24%	65
2020 Q3	$350K	Hold	9,485	–	–	0.22%	66
2020 Q2	$366K	Sell	9,485 -674	-7%	-$25.7K	0.24%	64
2020 Q1	$358K	Sell	10,159 -900	-8%	-$46.9K	0.27%	56
2019 Q4	$672K	Sell	11,059 -790	-7%	-$47.4K	0.42%	46
2019 Q3	$718K	Buy	11,849 +100	+0.9%	+$5.85K	0.48%	42
2019 Q2	$655K	Sell	11,749 -100	-0.8%	-$5.28K	0.45%	43
2019 Q1	$589K	Sell	11,849 -1,460	-11%	-$69.3K	0.42%	46
2018 Q4	$592K	Sell	13,309 -300	-2%	-$13.5K	0.49%	42
2018 Q3	$680K	Hold	13,609	–	–	0.47%	43
2018 Q2	$696K	Hold	13,609	–	–	0.51%	44
2018 Q1	$701K	Sell	13,609 -400	-3%	-$21.9K	0.49%	50
2017 Q4	$788K	Sell	14,009 -1,011	-7%	-$56.4K	0.51%	53
2017 Q3	$833K	Buy	15,020 +1	+0%	+$54	0.56%	51
2017 Q2	$790K	Hold	15,019	–	–	0.54%	50
2017 Q1	$722K	Buy	15,019 +1	+0%	+$48	0.51%	50
2016 Q4	$716K	Hold	15,018	–	–	0.53%	51
2016 Q3	$643K	Buy	15,018 +1	+0%	+$42	0.48%	53
2016 Q2	$666K	Sell	15,017 -200	-1%	-$8.93K	0.5%	51
2016 Q1	$701K	Sell	15,217 -5,899	-28%	-$248K	0.57%	44
2015 Q4	$918K	Sell	21,116 -316	-1%	-$14.5K	0.74%	35
2015 Q3	$981K	Buy	21,432 +67	+0.3%	+$3.09K	0.86%	31
2015 Q2	$888K	Sell	21,365 -66	-0.3%	-$2.76K	0.72%	42
2015 Q1	$896K	Sell	21,431 -249	-1%	-$10.2K	0.75%	37
2014 Q4	$904K	Hold	21,680	–	–	0.8%	37
2014 Q3	$808K	Buy	21,680 +1	+0%	+$36	0.71%	42
2014 Q2	$776K	Sell	21,679 -200	-0.9%	-$7.04K	0.66%	46
2014 Q1	$772K	Buy	+21,879	New	+$761K	0.68%	44

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

Mark Sheptoff Financial Planning's HIG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Hartford Financial Services (HIG) stake by 0.32% in Q1 2026, selling an estimated $3.41K and leaving 7,735 shares worth $1.04M. The position accounts for 0.55% of the portfolio, ranked #34.

Mark Sheptoff Financial Planning first reported a position in HIG in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.07M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Mark Sheptoff Financial Planning held 7,735 shares of Hartford Financial Services worth $1.04M as of Q1 2026.
Mark Sheptoff Financial Planning sold 25 Hartford Financial Services shares in Q1 2026, an estimated $3.41K.
Hartford Financial Services made up 0.55% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #34 holding.
Mark Sheptoff Financial Planning first reported a position in Hartford Financial Services in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Hartford Financial Services position peaked at $1.07M in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.