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

McLean 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 		$241K Buy
1,781
+8
+0.5% +$1.09K 0.04% 151
2025
Q4 		$234K Sell
1,773
-11
-0.6% -$1.45K 0.04% 157
2025
Q3 		$236K Sell
1,784
-79
-4% -$10.1K 0.05% 158
2025
Q2 		$229K Buy
1,863
+31
+2% +$3.85K 0.06% 150
2025
Q1 		$202K Buy
+1,832
New +$210K 0.07% 149
2024
Q4 		– Sell
-1,766
Closed -$208K – 160
2024
Q3 		$208K Buy
+1,766
New +$194K 0.06% 158

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $107B AUM 24.58% 1-Year Est. Return

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

McLean Asset Management increased its Hartford Financial Services (HIG) stake by 0.45% in Q1 2026, buying an estimated $1.09K and bringing the position to 1,781 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #151.

McLean Asset Management first reported a position in HIG in Q3 2024 and has held it in 6 quarters since. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • McLean Asset Management held 1,781 shares of Hartford Financial Services worth $241K as of Q1 2026.
  • McLean Asset Management bought 8 Hartford Financial Services shares in Q1 2026, an estimated $1.09K.
  • Hartford Financial Services made up 0.04% of McLean Asset Management's portfolio in Q1 2026, its #151 holding.
  • McLean Asset Management first reported a position in Hartford Financial Services in Q3 2024 and has held it in 6 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.