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McCarthy & Cox’s Hartford Financial Services HIG Stock Holding History

McCarthy & Cox’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
2025
Q4 		– Sell
-2,600
Closed -$347K – 42
2025
Q3 		$347K Hold
2,600
– – 0.08% 52
2025
Q2 		$330K Hold
2,600
– – 0.09% 50
2025
Q1 		$322K Hold
2,600
– – 0.14% 45
2024
Q4 		$284K Hold
2,600
– – 0.1% 50
2024
Q3 		$306K Hold
2,600
– – 0.12% 46
2024
Q2 		$261K Hold
2,600
– – 0.1% 46
2024
Q1 		$268K Buy
+2,600
New +$238K 0.1% 43

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

McCarthy & Cox's HIG Position: Q4 2025 in Review

McCarthy & Cox sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 2,600 shares — an estimated $347K sold.

McCarthy & Cox first reported a position in HIG in Q1 2024 and held it in 7 quarters. The position peaked at $347K in Q3 2025. 1,181 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

  • McCarthy & Cox reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 2,600 Hartford Financial Services shares in Q4 2025, an estimated $347K.
  • McCarthy & Cox first reported a position in Hartford Financial Services in Q1 2024 and held it in 7 quarters.
  • McCarthy & Cox's Hartford Financial Services position peaked at $347K in Q3 2025.
  • 1,181 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.