Monetary Management Group’s Hartford Financial Services HIG Stock Holding History

Monetary Management 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
2026 Q1	$852K	Sell	6,300 -500	-7%	-$68.2K	0.2%	106
2025 Q4	$937K	Hold	6,800	–	–	0.22%	94
2025 Q3	$907K	Hold	6,800	–	–	0.21%	94
2025 Q2	$863K	Hold	6,800	–	–	0.21%	102
2025 Q1	$841K	Buy	6,800 +125	+2%	+$14.3K	0.23%	100
2024 Q4	$730K	Hold	6,675	–	–	0.19%	102
2024 Q3	$785K	Buy	6,675 +500	+8%	+$54.8K	0.2%	104
2024 Q2	$621K	Hold	6,175	–	–	0.16%	118
2024 Q1	$636K	Buy	6,175 +4,135	+203%	+$379K	0.18%	123
2023 Q4	$164K	Sell	2,040 -720	-26%	-$54.2K	0.05%	196
2023 Q3	$196K	Hold	2,760	–	–	0.07%	191
2023 Q2	$199K	Hold	2,760	–	–	0.06%	190
2023 Q1	$192K	Hold	2,760	–	–	0.06%	192
2022 Q4	$209K	Hold	2,760	–	–	0.07%	193
2022 Q3	$171K	Hold	2,760	–	–	0.06%	190
2022 Q2	$181K	Hold	2,760	–	–	0.06%	187
2022 Q1	$198K	Hold	2,760	–	–	0.05%	191
2021 Q4	$191K	Hold	2,760	–	–	0.05%	197
2021 Q3	$194K	Hold	2,760	–	–	0.05%	193
2021 Q2	$171K	Hold	2,760	–	–	0.05%	183
2021 Q1	$184K	Hold	2,760	–	–	0.06%	177
2020 Q4	$135K	Hold	2,760	–	–	0.04%	183
2020 Q3	$102K	Hold	2,760	–	–	0.04%	190
2020 Q2	$106K	Hold	2,760	–	–	0.04%	182
2020 Q1	$97K	Hold	2,760	–	–	0.04%	171
2019 Q4	$168K	Hold	2,760	–	–	0.06%	172
2019 Q3	$167K	Hold	2,760	–	–	0.06%	175
2019 Q2	$154K	Hold	2,760	–	–	0.06%	173
2019 Q1	$137K	Hold	2,760	–	–	0.05%	182
2018 Q4	$123K	Hold	2,760	–	–	0.06%	172
2018 Q3	$138K	Hold	2,760	–	–	0.05%	174
2018 Q2	$141K	Hold	2,760	–	–	0.06%	173
2018 Q1	$142K	Hold	2,760	–	–	0.06%	168
2017 Q4	$155K	Hold	2,760	–	–	0.06%	164
2017 Q3	$153K	Hold	2,760	–	–	0.06%	161
2017 Q2	$145K	Hold	2,760	–	–	0.06%	173
2017 Q1	$133K	Hold	2,760	–	–	0.06%	173
2016 Q4	$132K	Hold	2,760	–	–	0.06%	165
2016 Q3	$118K	Hold	2,760	–	–	0.05%	173
2016 Q2	$122K	Hold	2,760	–	–	0.06%	172
2016 Q1	$127K	Hold	2,760	–	–	0.06%	161
2015 Q4	$120K	Hold	2,760	–	–	0.06%	168
2015 Q3	$126K	Hold	2,760	–	–	0.06%	167
2015 Q2	$115K	Hold	2,760	–	–	0.05%	185
2015 Q1	$115K	Hold	2,760	–	–	0.05%	189
2014 Q4	$115K	Buy	2,760 +1,840	+200%	+$72.8K	0.05%	188
2014 Q3	$34K	Hold	920	–	–	0.02%	289
2014 Q2	$33K	Hold	920	–	–	0.02%	290
2014 Q1	$32K	Sell	920 -9,651	-91%	-$336K	0.01%	252
2013 Q4	$383K	Buy	10,571 +2,840	+37%	+$97.8K	0.18%	115
2013 Q3	$241K	Sell	7,731 -5,429	-41%	-$169K	0.13%	134
2013 Q2	$406K	Buy	+13,160	New	+$380K	0.22%	110

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

Monetary Management Group's HIG Position: Q1 2026 in Review

Monetary Management Group reduced its Hartford Financial Services (HIG) stake by 7.4% in Q1 2026, selling an estimated $68.2K and leaving 6,300 shares worth $852K. The position accounts for 0.2% of the portfolio, ranked #106.

Monetary Management Group first reported a position in HIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $937K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Monetary Management Group held 6,300 shares of Hartford Financial Services worth $852K as of Q1 2026.
Monetary Management Group sold 500 Hartford Financial Services shares in Q1 2026, an estimated $68.2K.
Hartford Financial Services made up 0.2% of Monetary Management Group's portfolio in Q1 2026, its #106 holding.
Monetary Management Group first reported a position in Hartford Financial Services in Q2 2013 and has held it in 52 quarters since.
Monetary Management Group's Hartford Financial Services position peaked at $937K in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.