MFG
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Mendota Financial Group’s Hartford Financial Services HIG Stock Holding History

Mendota Financial Group’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
Q1 		– Sell
-200
Closed -$21.9K – 203
2024
Q4 		$21.9K Sell
200
-1
-0.5% -$116 0.01% 204
2024
Q3 		$23.6K Buy
201
+1
+0.5% +$110 0.01% 213
2024
Q2 		$20.1K Hold
200
– – 0.01% 209
2024
Q1 		$20.6K Hold
200
– – 0.01% 216
2023
Q4 		$16.1K Hold
200
– – 0.01% 253
2023
Q3 		$14.2K Hold
200
– – 0.01% 183
2023
Q2 		$14.4K Hold
200
– – 0.02% 181
2023
Q1 		$14.4K Hold
200
– – 0.01% 206
2022
Q4 		$15.2K Buy
+200
New +$14.4K 0.02% 189

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Mendota Financial Group's HIG Position: Q1 2025 in Review

Mendota Financial Group sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 200 shares — an estimated $21.9K sold.

Mendota Financial Group first reported a position in HIG in Q4 2022 and held it in 9 quarters. The position peaked at $23.6K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Mendota Financial Group reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 200 Hartford Financial Services shares in Q1 2025, an estimated $21.9K.
  • Mendota Financial Group first reported a position in Hartford Financial Services in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's Hartford Financial Services position peaked at $23.6K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.