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 Q3	$239K	Sell	1,746 -23	-1%	-$3.16K	0.03%	163
2026 Q2	$251K	Sell	1,769 -12	-0.7%	-$1.6K	0.03%	157
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

McLean Asset Management's HIG Position: Q3 2026 in Review

McLean Asset Management reduced its Hartford Financial Services (HIG) stake by 1.3% in Q3 2026, selling an estimated $3.16K and leaving 1,746 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #163.

McLean Asset Management first reported a position in HIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $251K in Q2 2026. 727 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

McLean Asset Management held 1,746 shares of Hartford Financial Services worth $239K as of Q3 2026.
McLean Asset Management sold 23 Hartford Financial Services shares in Q3 2026, an estimated $3.16K.
Hartford Financial Services made up 0.03% of McLean Asset Management's portfolio in Q3 2026, its #163 holding.
McLean Asset Management first reported a position in Hartford Financial Services in Q3 2024 and has held it in 8 quarters since.
McLean Asset Management's Hartford Financial Services position peaked at $251K in Q2 2026.
727 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.