Means Investment Company’s Hartford Financial Services HIG Stock Holding History

Means Investment Company’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	$206K	Buy	1,520 +1	+0.1%	+$136	0.02%	191
2025 Q4	$209K	Sell	1,519 -282	-16%	-$37.2K	0.02%	179
2025 Q3	$240K	Buy	1,801 +1	+0.1%	+$128	0.02%	179
2025 Q2	$228K	Buy	1,800 +1	+0.1%	+$124	0.02%	183
2025 Q1	$223K	Buy	+1,799	New	+$206K	0.02%	179
2024 Q4	–	Sell	-1,798	Closed	-$211K	–	209
2024 Q3	$211K	Buy	+1,798	New	+$197K	0.02%	197

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

Means Investment Company's HIG Position: Q1 2026 in Review

Means Investment Company increased its Hartford Financial Services (HIG) stake by 0.07% in Q1 2026, buying an estimated $136 and bringing the position to 1,520 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #191.

Means Investment Company first reported a position in HIG in Q3 2024 and has held it in 6 quarters since. The position peaked at $240K in Q3 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Means Investment Company held 1,520 shares of Hartford Financial Services worth $206K as of Q1 2026.
Means Investment Company bought 1 Hartford Financial Services share in Q1 2026, an estimated $136.
Hartford Financial Services made up 0.02% of Means Investment Company's portfolio in Q1 2026, its #191 holding.
Means Investment Company first reported a position in Hartford Financial Services in Q3 2024 and has held it in 6 quarters since.
Means Investment Company's Hartford Financial Services position peaked at $240K in Q3 2025.
1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.