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Monte Financial Group’s Hartford Financial Services HIG Stock Holding History

Monte 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
2026
Q1 		$6.07M Buy
44,895
+524
+1% +$71.5K 2.16% 18
2025
Q4 		$6.11M Sell
44,371
-1,130
-2% -$149K 2.28% 12
2025
Q3 		$6.07M Buy
45,501
+59
+0.1% +$7.57K 2.23% 15
2025
Q2 		$5.77M Sell
45,442
-515
-1% -$64K 2.24% 16
2025
Q1 		$5.41M Sell
45,957
-965
-2% -$111K 2.37% 18
2024
Q4 		$5.13M Buy
46,922
+1,614
+4% +$187K 2.2% 23
2024
Q3 		$5.33M Sell
45,308
-6,038
-12% -$662K 2.21% 25
2024
Q2 		$5.16M Sell
51,346
-6,795
-12% -$682K 2.28% 20
2024
Q1 		$5.99M Sell
58,141
-7,882
-12% -$723K 2.62% 11
2023
Q4 		$5.31M Buy
66,023
+94
+0.1% +$7.08K 2.48% 14
2023
Q3 		$4.68M Sell
65,929
-1,832
-3% -$133K 2.37% 19
2023
Q2 		$4.88M Buy
67,761
+255
+0.4% +$17.9K 2.38% 21
2023
Q1 		$4.7M Buy
67,506
+1,405
+2% +$104K 2.49% 20
2022
Q4 		$5.01M Buy
66,101
+516
+0.8% +$37.1K 2.58% 12
2022
Q3 		$4.06M Buy
65,585
+2,047
+3% +$133K 2.49% 19
2022
Q2 		$4.16M Buy
63,538
+1,420
+2% +$99.6K 2.43% 22
2022
Q1 		$4.46M Sell
62,118
-3,151
-5% -$222K 2.37% 22
2021
Q4 		$4.51M Sell
65,269
-11,144
-15% -$786K 2.37% 23
2021
Q3 		$5.37M Sell
76,413
-591
-0.8% -$39.1K 3.08% 8
2021
Q2 		$4.77M Buy
77,004
+1,962
+3% +$129K 2.72% 13
2021
Q1 		$5.01M Buy
75,042
+2,183
+3% +$118K 3.07% 8
2020
Q4 		$3.57M Buy
+72,859
New +$3.14M 2.43% 21

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

Monte Financial Group's HIG Position: Q1 2026 in Review

Monte Financial Group increased its Hartford Financial Services (HIG) stake by 1.2% in Q1 2026, buying an estimated $71.5K and bringing the position to 44,895 shares worth $6.07M. The position accounts for 2.16% of the portfolio, ranked #18.

Monte Financial Group first reported a position in HIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.11M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Monte Financial Group held 44,895 shares of Hartford Financial Services worth $6.07M as of Q1 2026.
  • Monte Financial Group bought 524 Hartford Financial Services shares in Q1 2026, an estimated $71.5K.
  • Hartford Financial Services made up 2.16% of Monte Financial Group's portfolio in Q1 2026, its #18 holding.
  • Monte Financial Group first reported a position in Hartford Financial Services in Q4 2020 and has held it in 22 quarters since.
  • Monte Financial Group's Hartford Financial Services position peaked at $6.11M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.